McClarren Financial Advisors’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
Q3
$347K Buy
2025
Q2
$319K Buy
2025
Q1
$290K Sell
2024
Q4
$381K Buy
2024
Q3
$300 Buy
2024
Q2
$285K Buy