Marshall Financial Group (Maryland)’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
2026 Q1	$381K	Buy	6,047 +685	+13%	+$45.3K	0.06%	224
2025 Q4	$355K	Sell	5,362 -412	-7%	-$26.8K	0.07%	226
2025 Q3	$367K	Sell	5,774 -33	-0.6%	-$2.01K	0.07%	198
2025 Q2	$341K	Sell	5,807 -263	-4%	-$14.3K	0.07%	203
2025 Q1	$325K	Hold	6,070	–	–	0.07%	187
2024 Q4	$343K	Sell	6,070 -349	-5%	-$19.9K	0.08%	168
2024 Q3	$358K	Sell	6,419 -138	-2%	-$7.44K	0.09%	168
2024 Q2	$348K	Hold	6,557	–	–	0.1%	141
2024 Q1	$332K	Buy	6,557 +428	+7%	+$20.7K	0.1%	144
2023 Q4	$283K	Sell	6,129 -1,444	-19%	-$62.6K	0.09%	152
2023 Q3	$314K	Sell	7,573 -48	-0.6%	-$2.08K	0.11%	144
2023 Q2	$328K	Buy	7,621 +1,500	+25%	+$61K	0.11%	140
2023 Q1	$241K	Buy	+6,121	New	+$234K	0.09%	157