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

Evergreen Capital 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
2022
Q3 		– Sell
-8,700
Closed -$315K – 622
2022
Q2 		$315K Buy
+8,700
New +$341K 0.02% 414

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Evergreen Capital Management's EFIV Position: Q3 2022 in Review

Evergreen Capital Management sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q3 2022, closing a stake of 8,700 shares — an estimated $315K sold.

Evergreen Capital Management first reported a position in EFIV in Q2 2022 and held it in 1 quarter. The position peaked at $315K in Q2 2022. 51 funds tracked by Wall St. Rank hold EFIV as of Q3 2022.

  • Evergreen Capital Management reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q3 2022 after selling out during the quarter.
  • Evergreen Capital Management sold 8,700 State Street SPDR S&P 500 ESG ETF shares in Q3 2022, an estimated $315K.
  • Evergreen Capital Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2022 and held it in 1 quarter.
  • Evergreen Capital Management's State Street SPDR S&P 500 ESG ETF position peaked at $315K in Q2 2022.
  • 51 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2022.

Based on Evergreen Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.