Chicago Capital’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Chicago Capital’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
2025 Q3	–	Sell	-8,067	Closed	-$472K	–	365
2025 Q2	$472K	Hold	8,067	–	–	0.01%	257
2025 Q1	$432K	Hold	8,067	–	–	0.01%	253
2024 Q4	$456K	Hold	8,067	–	–	0.01%	232
2024 Q3	$450K	Hold	8,067	–	–	0.01%	233
2024 Q2	$428K	Buy	8,067 +3,977	+97%	+$202K	0.01%	240
2024 Q1	$207K	Buy	+4,090	New	+$197K	0.01%	283

Other funds holding EFIV

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

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Financial Network Wealth Management Draper, Utah $316M AUM

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return