J.W. Cole Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

J.W. Cole Advisors’s Portfolio EFIV Stock Details EFIV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$231K	Buy
2025 Q3	$227K	Buy
2025 Q2	$208K	Buy