HighTower Advisors’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
36,663
-6,587
| -15% | -$386K | ﹤0.01% | 1525 |
|
|
2025
Q1 | $2.31M | Sell |
43,250
-3,462
| -7% | -$185K | ﹤0.01% | 1451 |
|
|
2024
Q4 | $2.64M | Buy |
46,712
+373
| +0.8% | +$21.1K | ﹤0.01% | 1348 |
|
|
2024
Q3 | $2.59M | Buy |
46,339
+6,148
| +15% | +$343K | ﹤0.01% | 1357 |
|
|
2024
Q2 | $2.14M | Buy |
40,191
+323
| +0.8% | +$17.2K | ﹤0.01% | 1415 |
|
|
2024
Q1 | $2.02M | Buy |
39,868
+9,205
| +30% | +$466K | ﹤0.01% | 1434 |
|
|
2023
Q4 | $1.42M | Buy |
30,663
+11,198
| +58% | +$517K | ﹤0.01% | 1641 |
|
|
2023
Q3 | $807K | Buy |
19,465
+770
| +4% | +$31.9K | ﹤0.01% | 1913 |
|
|
2023
Q2 | $806K | Buy |
18,695
+4,480
| +32% | +$193K | ﹤0.01% | 1882 |
|
|
2023
Q1 | $560K | Sell |
14,215
-3,308
| -19% | -$130K | ﹤0.01% | 2024 |
|
|
2022
Q4 | $642K | Buy |
17,523
+1,350
| +8% | +$49.5K | ﹤0.01% | 1940 |
|
|
2022
Q3 | $552K | Buy |
16,173
+8,155
| +102% | +$278K | ﹤0.01% | 1942 |
|
|
2022
Q2 | $291K | Buy |
+8,018
| New | +$291K | ﹤0.01% | 2365 |
|