Cetera Investment Advisers’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 | $987K | Sell |
16,859
-2,026
| -11% | -$119K | ﹤0.01% | 2382 |
|
|
2025
Q1 | $1.01M | Sell |
18,885
-1,328
| -7% | -$71K | ﹤0.01% | 2254 |
|
|
2024
Q4 | $1.14M | Buy |
20,213
+3,477
| +21% | +$196K | ﹤0.01% | 2077 |
|
|
2024
Q3 | $933K | Buy |
16,736
+156
| +0.9% | +$8.7K | ﹤0.01% | 2166 |
|
|
2024
Q2 | $880K | Sell |
16,580
-818
| -5% | -$43.4K | ﹤0.01% | 2170 |
|
|
2024
Q1 | $881K | Buy |
17,398
+3,558
| +26% | +$180K | ﹤0.01% | 2176 |
|
|
2023
Q4 | $639K | Sell |
13,840
-3,810
| -22% | -$176K | 0.01% | 1361 |
|
|
2023
Q3 | $732K | Sell |
17,650
-579
| -3% | -$24K | 0.01% | 1228 |
|
|
2023
Q2 | $785K | Buy |
18,229
+592
| +3% | +$25.5K | 0.01% | 1191 |
|
|
2023
Q1 | $695K | Sell |
17,637
-329
| -2% | -$13K | 0.01% | 1230 |
|
|
2022
Q4 | $659K | Buy |
+17,966
| New | +$659K | 0.01% | 1219 |
|