Baker Avenue Asset Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Baker Avenue Asset Management’s Portfolio EFIV Stock Details EFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,981	Closed	-$72.6K	–	1656
2022 Q4	$72.6K	Buy	+1,981	New	+$73K	﹤0.01%	442

Other funds holding EFIV

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Baker Avenue Asset Management's EFIV Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2023, closing a stake of 1,981 shares — an estimated $72.6K sold.

Baker Avenue Asset Management first reported a position in EFIV in Q4 2022 and held it in 1 quarter. The position peaked at $72.6K in Q4 2022. 63 funds tracked by Wall St. Rank hold EFIV as of Q1 2023.

Baker Avenue Asset Management reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 1,981 State Street SPDR S&P 500 ESG ETF shares in Q1 2023, an estimated $72.6K.
Baker Avenue Asset Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and held it in 1 quarter.
Baker Avenue Asset Management's State Street SPDR S&P 500 ESG ETF position peaked at $72.6K in Q4 2022.
63 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.