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

Focused Wealth 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
2024 Q1	–	Sell	-78	Closed	-$3.6K	–	414
2023 Q4	$3.6K	Sell	78 -90	-54%	-$3.9K	﹤0.01%	707
2023 Q3	$6.97K	Hold	168	–	–	﹤0.01%	593
2023 Q2	$7.23K	Hold	168	–	–	﹤0.01%	610
2023 Q1	$6.62K	Hold	168	–	–	﹤0.01%	617
2022 Q4	$6.16K	Buy	168 +126	+300%	+$4.64K	﹤0.01%	607
2022 Q3	$1K	Buy	+42	New	+$1.6K	﹤0.01%	830

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

BWFA

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

LWP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

RCS

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Focused Wealth Management's EFIV Position: Q1 2024 in Review

Focused Wealth Management sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2024, closing a stake of 78 shares — an estimated $3.6K sold.

Focused Wealth Management first reported a position in EFIV in Q3 2022 and held it in 6 quarters. The position peaked at $7.23K in Q2 2023. 92 funds tracked by Wall St. Rank hold EFIV as of Q1 2024.

Focused Wealth Management reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 78 State Street SPDR S&P 500 ESG ETF shares in Q1 2024, an estimated $3.6K.
Focused Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2022 and held it in 6 quarters.
Focused Wealth Management's State Street SPDR S&P 500 ESG ETF position peaked at $7.23K in Q2 2023.
92 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.