Per Stirling Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
6,811
-117
| -2% | -$6.85K | 0.05% | 191 |
|
|
2025
Q1 | $371K | Hold |
6,928
| – | – | 0.05% | 195 |
|
|
2024
Q4 | $391K | Buy |
6,928
+2,650
| +62% | +$150K | 0.06% | 191 |
|
|
2024
Q3 | $239K | Sell |
4,278
-184
| -4% | -$10.3K | 0.03% | 238 |
|
|
2024
Q2 | $237K | Sell |
4,462
-1,281
| -22% | -$68K | 0.04% | 222 |
|
|
2024
Q1 | $291K | Buy |
+5,743
| New | +$291K | 0.05% | 196 |
|