Orion Portfolio Solutions’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,485	Closed	-$345K	–	1701
2023 Q4	$345K	Sell	7,485 -963	-11%	-$44.4K	﹤0.01%	1350
2023 Q3	$351K	Buy	+8,448	New	+$351K	﹤0.01%	1322