Financial Services Advisory’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Financial Services Advisory’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 Q2	–	Sell
2025 Q1	$1.7M	Sell
2024 Q4	$1.94M	Buy
2024 Q3	$1.86M	Sell
2024 Q2	$2.72M	Buy
2024 Q1	$2.58M	Buy
2023 Q4	$2.35M	Buy