Larson Financial Group’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
$1.44M Buy
24,622
+2,831
+13% +$166K 0.06% 251
2025
Q1
$1.17M Buy
21,791
+19,725
+955% +$1.06M 0.06% 243
2024
Q4
$117K Buy
2,066
+717
+53% +$40.5K 0.01% 694
2024
Q3
$75.2K Buy
+1,349
New +$75.2K ﹤0.01% 786