LPL Financial’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
Q2 | $18.6M | Sell |
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|
2025
Q1 | $19.1M | Sell |
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|
2024
Q4 | $20.2M | Buy |
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|
2024
Q3 | $15.7M | Buy |
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|
2024
Q2 | $11.3M | Buy |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $6.93M | Sell |
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|
2023
Q3 | $6.55M | Sell |
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|
2023
Q2 | $7.4M | Sell |
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|
2023
Q1 | $9.35M | Sell |
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|
2022
Q4 | $16.9M | Buy |
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|
2022
Q3 | $11.1M | Sell |
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|
2022
Q2 | $13.7M | Buy |
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|
2022
Q1 | $15.2M | Buy |
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|
2021
Q4 | $6.86M | Buy |
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|
2021
Q3 | $6.08M | Buy |
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|
2021
Q2 | $601K | Buy |
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|
2021
Q1 | $320K | Buy |
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|
2020
Q4 | $216K | Buy |
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