Mariner’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
$625K Buy
10,674
+3,536
+50% +$207K ﹤0.01% 2162
2025
Q1
$382K Sell
7,138
-19,962
-74% -$1.07M ﹤0.01% 2417
2024
Q4
$1.53M Buy
27,100
+1,085
+4% +$61.3K ﹤0.01% 1364
2024
Q3
$1.45M Sell
26,015
-231
-0.9% -$12.9K ﹤0.01% 1367
2024
Q2
$1.39M Buy
26,246
+263
+1% +$14K ﹤0.01% 1306
2024
Q1
$1.32M Buy
25,983
+1,885
+8% +$95.5K ﹤0.01% 1332
2023
Q4
$1.11M Sell
24,098
-9,771
-29% -$451K ﹤0.01% 1361
2023
Q3
$1.41M Buy
33,869
+9,236
+37% +$383K ﹤0.01% 1150
2023
Q2
$1.06M Buy
24,633
+3,507
+17% +$151K ﹤0.01% 1271
2023
Q1
$833K Buy
21,126
+1,401
+7% +$55.2K ﹤0.01% 1372
2022
Q4
$723K Buy
+19,725
New +$723K ﹤0.01% 1410