Gradient Investments’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Sell |
54,960
-11,253
| -17% | -$659K | 0.06% | 172 |
|
|
2025
Q1 | $3.54M | Sell |
66,213
-3,313
| -5% | -$177K | 0.07% | 161 |
|
|
2024
Q4 | $3.93M | Buy |
69,526
+68
| +0.1% | +$3.84K | 0.08% | 153 |
|
|
2024
Q3 | $3.87M | Sell |
69,458
-1,080
| -2% | -$60.2K | 0.08% | 148 |
|
|
2024
Q2 | $3.75M | Buy |
70,538
+664
| +1% | +$35.3K | 0.08% | 160 |
|
|
2024
Q1 | $3.54M | Buy |
69,874
+1,556
| +2% | +$78.8K | 0.08% | 159 |
|
|
2023
Q4 | $3.16M | Sell |
68,318
-1,499
| -2% | -$69.3K | 0.08% | 160 |
|
|
2023
Q3 | $2.9M | Sell |
69,817
-1,151
| -2% | -$47.8K | 0.08% | 152 |
|
|
2023
Q2 | $3.06M | Sell |
70,968
-6,522
| -8% | -$281K | 0.08% | 151 |
|
|
2023
Q1 | $3.06M | Sell |
77,490
-9,106
| -11% | -$359K | 0.08% | 151 |
|
|
2022
Q4 | $3.17M | Sell |
86,596
-20,744
| -19% | -$760K | 0.1% | 153 |
|
|
2022
Q3 | $3.65M | Buy |
+107,340
| New | +$3.65M | 0.11% | 146 |
|