Private Advisor Group’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.89M Buy
151,874
+1,642
+1% +$96.1K 0.05% 395
2025
Q1
$8.04M Sell
150,232
-90,948
-38% -$4.87M 0.05% 389
2024
Q4
$13.6M Buy
241,180
+5,815
+2% +$328K 0.08% 244
2024
Q3
$13.1M Buy
235,365
+183,283
+352% +$10.2M 0.08% 231
2024
Q2
$2.77M Sell
52,082
-1,304
-2% -$69.2K 0.02% 711
2024
Q1
$2.7M Buy
53,386
+21,426
+67% +$1.09M 0.02% 677
2023
Q4
$1.48M Buy
31,960
+1,436
+5% +$66.3K 0.01% 906
2023
Q3
$1.27M Buy
30,524
+4,058
+15% +$168K 0.01% 913
2023
Q2
$1.14M Buy
26,466
+5,757
+28% +$248K 0.01% 987
2023
Q1
$817K Sell
20,709
-531
-3% -$20.9K 0.01% 1098
2022
Q4
$779 Sell
21,240
-475
-2% -$17 ﹤0.01% 1292
2022
Q3
$739K Buy
21,715
+10,056
+86% +$342K 0.01% 1062
2022
Q2
$422K Buy
11,659
+6,422
+123% +$232K ﹤0.01% 1484
2022
Q1
$227K Buy
+5,237
New +$227K ﹤0.01% 1826