Per Stirling Capital Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$399K Sell
2025
Q1
$371K Hold
2024
Q4
$391K Buy
2024
Q3
$239K Sell
2024
Q2
$237K Sell
2024
Q1
$291K Buy