Pacific Capital Wealth Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Pacific Capital Wealth 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
2025 Q1	–	Sell
2024 Q4	$23.7K	Hold
2024 Q3	$23.4K	Buy
2024 Q2	$22K	Buy