Atria Investments’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-55,408	Closed	-$2.3M	–	901
2023 Q3	$2.3M	Buy	55,408 +8,613	+18%	+$357K	0.04%	522
2023 Q2	$2.01M	Buy	+46,795	New	+$2.01M	0.04%	550