Optimum Investment Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Optimum Investment Advisors’s Portfolio EFIV Stock Details EFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-100	Closed	-$3K	–	891
2020 Q3	$3K	Buy	+100	New	+$3.16K	﹤0.01%	797

Other funds holding EFIV

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Optimum Investment Advisors's EFIV Position: Q4 2020 in Review

Optimum Investment Advisors sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q4 2020, closing a stake of 100 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in EFIV in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 7 funds tracked by Wall St. Rank hold EFIV as of Q4 2020.

Optimum Investment Advisors reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q4 2020 after selling out during the quarter.
Optimum Investment Advisors sold 100 State Street SPDR S&P 500 ESG ETF shares in Q4 2020, an estimated $3K.
Optimum Investment Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2020 and held it in 1 quarter.
Optimum Investment Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $3K in Q3 2020.
7 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.