Keystone Financial Group (Kentucky)’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Keystone Financial Group (Kentucky)’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
2022 Q4	–	Sell	-14,422	Closed	-$491K	–	289
2022 Q3	$491K	Buy	14,422 +18	+0.1%	+$684	0.1%	143
2022 Q2	$522K	Sell	14,404 -178	-1%	-$6.99K	0.1%	145
2022 Q1	$633K	Sell	14,582 -358	-2%	-$15.3K	0.11%	137
2021 Q4	$677K	Sell	14,940 -226	-1%	-$9.86K	0.11%	136
2021 Q3	$612K	Sell	15,166 -73	-0.5%	-$3.02K	0.11%	143
2021 Q2	$612K	Buy	15,239 +178	+1%	+$6.95K	0.11%	144
2021 Q1	$557K	Buy	+15,061	New	+$541K	0.11%	147

Other funds holding EFIV

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

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

BWFA

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

RCS

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BEC

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

Keystone Financial Group (Kentucky)'s EFIV Position: Q4 2022 in Review

Keystone Financial Group (Kentucky) sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q4 2022, closing a stake of 14,422 shares — an estimated $491K sold.

Keystone Financial Group (Kentucky) first reported a position in EFIV in Q1 2021 and held it in 7 quarters. The position peaked at $677K in Q4 2021. 59 funds tracked by Wall St. Rank hold EFIV as of Q4 2022.

Keystone Financial Group (Kentucky) reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q4 2022 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 14,422 State Street SPDR S&P 500 ESG ETF shares in Q4 2022, an estimated $491K.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2021 and held it in 7 quarters.
Keystone Financial Group (Kentucky)'s State Street SPDR S&P 500 ESG ETF position peaked at $677K in Q4 2021.
59 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2022, filed 7 Feb 2023.