Operose Advisors’s 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
Q2
$488K Buy
2025
Q1
$445K Buy
2024
Q4
$468K Buy
2024
Q3
$461K Buy
2024
Q2
$438K Buy
2024
Q1
$416K Buy
2023
Q4
$378K Buy
2023
Q3
$339K Buy
2023
Q2
$350K Buy
2023
Q1
$319K Buy
2022
Q4
$296K Buy
2022
Q3
$273K Buy
2022
Q2
$290K Buy
2022
Q1
$346K Buy
2021
Q4
$360K Buy