Mattson Financial Services’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	–	Sell	-654	Closed	-$35K	–	212
2025 Q1	$35K	Buy	654 +51	+8%	+$2.73K	0.01%	196
2024 Q4	$33.6K	Sell	603 -190	-24%	-$10.6K	0.01%	198
2024 Q3	$42.1K	Hold	793	–	–	0.02%	175
2024 Q2	$42.1K	Buy	+793	New	+$42.1K	0.02%	175