Northwestern Mutual Wealth Management’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	$4.01M	Buy	63,606 +6,480	+11%	+$428K	﹤0.01%	877
2025 Q4	$3.78M	Buy	57,126 +2,978	+5%	+$194K	﹤0.01%	862
2025 Q3	$3.44M	Sell	54,148 -1,782	-3%	-$109K	﹤0.01%	847
2025 Q2	$3.27M	Buy	55,930 +35,657	+176%	+$1.93M	﹤0.01%	804
2025 Q1	$1.08M	Sell	20,273 -19,268	-49%	-$1.08M	﹤0.01%	1087
2024 Q4	$2.23M	Buy	39,541 +21,203	+116%	+$1.21M	﹤0.01%	835
2024 Q3	$1.02M	Sell	18,338 -994	-5%	-$53.6K	﹤0.01%	1058
2024 Q2	$1.03M	Buy	19,332 +944	+5%	+$48K	﹤0.01%	1010
2024 Q1	$931K	Buy	18,388 +373	+2%	+$18K	﹤0.01%	1029
2023 Q4	$832K	Buy	18,015 +10,774	+149%	+$467K	﹤0.01%	1037
2023 Q3	$300K	Buy	7,241 +679	+10%	+$29.4K	﹤0.01%	1321
2023 Q2	$282K	Buy	6,562 +1,730	+36%	+$70.4K	﹤0.01%	1353
2023 Q1	$191K	Buy	4,832 +125	+3%	+$4.79K	﹤0.01%	1457
2022 Q4	$173K	Buy	4,707 +770	+20%	+$28.4K	﹤0.01%	1465
2022 Q3	$134K	Buy	+3,937	New	+$150K	﹤0.01%	1541
2022 Q2	–	Sell	-246	Closed	-$11K	–	3249
2022 Q1	$11K	Buy	+246	New	+$10.5K	﹤0.01%	2503