Baltimore-Washington Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
379,823
+1,230
| +0.3% | +$72K | 1.04% | 38 |
|
|
2025
Q1 | $20.3M | Sell |
378,593
-1,712
| -0.5% | -$91.6K | 1.07% | 36 |
|
|
2024
Q4 | $21.5M | Buy |
380,305
+172
| +0% | +$9.72K | 1.1% | 33 |
|
|
2024
Q3 | $21.2M | Sell |
380,133
-123
| -0% | -$6.86K | 1.14% | 33 |
|
|
2024
Q2 | $20.2M | Buy |
380,256
+6,412
| +2% | +$340K | 1.17% | 30 |
|
|
2024
Q1 | $18.9M | Buy |
373,844
+6,508
| +2% | +$330K | 1.18% | 30 |
|
|
2023
Q4 | $17M | Buy |
367,336
+15,651
| +4% | +$723K | 1.18% | 26 |
|
|
2023
Q3 | $14.6M | Buy |
351,685
+11,526
| +3% | +$478K | 1.18% | 28 |
|
|
2023
Q2 | $14.6M | Buy |
340,159
+161,061
| +90% | +$6.93M | 1.17% | 30 |
|
|
2023
Q1 | $7.06M | Buy |
179,098
+20,160
| +13% | +$795K | 0.62% | 56 |
|
|
2022
Q4 | $5.85M | Buy |
158,938
+34,198
| +27% | +$1.26M | 0.57% | 58 |
|
|
2022
Q3 | $4.95M | Buy |
124,740
+16,789
| +16% | +$666K | 0.42% | 65 |
|
|
2022
Q2 | $3.91M | Buy |
107,951
+86,571
| +405% | +$3.14M | 0.42% | 64 |
|
|
2022
Q1 | $1.51M | Sell |
21,380
-53,232
| -71% | -$3.77M | 0.15% | 91 |
|
|
2021
Q4 | $3.38M | Buy |
74,612
+14,678
| +24% | +$665K | 0.27% | 76 |
|
|
2021
Q3 | $2.42M | Buy |
59,934
+10,684
| +22% | +$431K | 0.21% | 82 |
|
|
2021
Q2 | $1.98M | Buy |
49,250
+27,917
| +131% | +$1.12M | 0.18% | 83 |
|
|
2021
Q1 | $788K | Buy |
21,333
+2,300
| +12% | +$85K | 0.08% | 90 |
|
|
2020
Q4 | $663K | Buy |
19,033
+11,633
| +157% | +$405K | 0.07% | 88 |
|
|
2020
Q3 | $233K | Buy |
+7,400
| New | +$233K | 0.03% | 107 |
|