L.J. Altfest & Co’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
$253K Sell
2025
Q2
$310K Sell
2025
Q1
$318K Sell
2024
Q4
$352K Buy