OA
Operose Advisors’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
8,343
+25
| +0.3% | +$1.46K | 0.14% | 77 |
|
|
2025
Q1 | $445K | Buy |
8,318
+25
| +0.3% | +$1.34K | 0.15% | 78 |
|
|
2024
Q4 | $468K | Buy |
8,293
+27
| +0.3% | +$1.53K | 0.16% | 79 |
|
|
2024
Q3 | $461K | Buy |
8,266
+25
| +0.3% | +$1.39K | 0.15% | 89 |
|
|
2024
Q2 | $438K | Buy |
8,241
+27
| +0.3% | +$1.43K | 0.15% | 84 |
|
|
2024
Q1 | $416K | Buy |
8,214
+24
| +0.3% | +$1.22K | 0.14% | 98 |
|
|
2023
Q4 | $378K | Buy |
8,190
+31
| +0.4% | +$1.43K | 0.15% | 71 |
|
|
2023
Q3 | $339K | Buy |
8,159
+29
| +0.4% | +$1.2K | 0.13% | 75 |
|
|
2023
Q2 | $350K | Buy |
8,130
+30
| +0.4% | +$1.29K | 0.16% | 57 |
|
|
2023
Q1 | $319K | Buy |
8,100
+33
| +0.4% | +$1.3K | 0.16% | 46 |
|
|
2022
Q4 | $296K | Buy |
8,067
+38
| +0.5% | +$1.39K | 0.16% | 54 |
|
|
2022
Q3 | $273K | Buy |
8,029
+32
| +0.4% | +$1.09K | 0.18% | 46 |
|
|
2022
Q2 | $290K | Buy |
7,997
+32
| +0.4% | +$1.16K | 0.2% | 38 |
|
|
2022
Q1 | $346K | Buy |
7,965
+25
| +0.3% | +$1.09K | 0.24% | 39 |
|
|
2021
Q4 | $360K | Buy |
+7,940
| New | +$360K | 0.29% | 38 |
|