Financial Engines Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Sell |
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|
2025
Q1 | $5.08M | Buy |
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|
2024
Q4 | $5.21M | Sell |
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|
2024
Q3 | $5.35M | Sell |
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|
2024
Q2 | $5.35M | Buy |
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|
2024
Q1 | $4.97M | Buy |
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|
2023
Q4 | $4.04M | Buy |
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|
2023
Q3 | $3.22M | Buy |
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|
2023
Q2 | $3.09M | Buy |
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|
2023
Q1 | $2.46M | Buy |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $926K | Buy |
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|
2022
Q1 | $970K | Buy |
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