J. Safra Asset Management’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
Q3
$1.07M Buy
2025
Q2
$981K Buy
2025
Q1
$895K Buy
2024
Q4
$475K Hold
2024
Q3
$464K Buy
2024
Q2
$319K Buy