LPL Financial’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 | $18.6M | Sell |
317,842
-39,213
| -11% | -$2.3M | 0.01% | 1308 |
|
|
2025
Q1 | $19.1M | Sell |
357,055
-1,401
| -0.4% | -$75K | 0.01% | 1176 |
|
|
2024
Q4 | $20.2M | Buy |
358,456
+76,634
| +27% | +$4.33M | 0.01% | 1078 |
|
|
2024
Q3 | $15.7M | Buy |
281,822
+68,336
| +32% | +$3.81M | 0.01% | 1174 |
|
|
2024
Q2 | $11.3M | Buy |
213,486
+1,422
| +0.7% | +$75.5K | 0.01% | 1296 |
|
|
2024
Q1 | $10.7M | Buy |
212,064
+61,991
| +41% | +$3.14M | 0.01% | 1286 |
|
|
2023
Q4 | $6.93M | Sell |
150,073
-7,895
| -5% | -$365K | ﹤0.01% | 1472 |
|
|
2023
Q3 | $6.55M | Sell |
157,968
-13,995
| -8% | -$581K | ﹤0.01% | 1438 |
|
|
2023
Q2 | $7.4M | Sell |
171,963
-65,173
| -27% | -$2.81M | 0.01% | 1317 |
|
|
2023
Q1 | $9.35M | Sell |
237,136
-224,656
| -49% | -$8.86M | 0.01% | 1122 |
|
|
2022
Q4 | $16.9M | Buy |
461,792
+135,665
| +42% | +$4.97M | 0.01% | 774 |
|
|
2022
Q3 | $11.1M | Sell |
326,127
-52,821
| -14% | -$1.8M | 0.01% | 899 |
|
|
2022
Q2 | $13.7M | Buy |
378,948
+29,632
| +8% | +$1.07M | 0.01% | 808 |
|
|
2022
Q1 | $15.2M | Buy |
349,316
+197,834
| +131% | +$8.59M | 0.01% | 777 |
|
|
2021
Q4 | $6.86M | Buy |
151,482
+778
| +0.5% | +$35.2K | 0.01% | 1244 |
|
|
2021
Q3 | $6.08M | Buy |
150,704
+135,740
| +907% | +$5.48M | 0.01% | 1267 |
|
|
2021
Q2 | $601K | Buy |
14,964
+6,302
| +73% | +$253K | ﹤0.01% | 2982 |
|
|
2021
Q1 | $320K | Buy |
8,662
+2,454
| +40% | +$90.7K | ﹤0.01% | 3407 |
|
|
2020
Q4 | $216K | Buy |
+6,208
| New | +$216K | ﹤0.01% | 3448 |
|