Sage Advisory Services’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 | $712K | Buy |
12,161
+153
| +1% | +$8.96K | 0.39% | 34 |
|
|
2025
Q1 | $642K | Hold |
12,008
| – | – | 0.38% | 31 |
|
|
2024
Q4 | $678K | Buy |
12,008
+4,281
| +55% | +$242K | 0.4% | 32 |
|
|
2024
Q3 | $410K | Hold |
7,727
| – | – | 0.12% | 42 |
|
|
2024
Q2 | $410K | Sell |
7,727
-1,321
| -15% | -$70.1K | 0.12% | 42 |
|
|
2024
Q1 | $458K | Buy |
9,048
+12
| +0.1% | +$607 | 0.13% | 43 |
|
|
2023
Q4 | $417K | Sell |
9,036
-11,648
| -56% | -$538K | 0.11% | 49 |
|
|
2023
Q3 | $858K | Sell |
20,684
-925
| -4% | -$38.4K | 0.24% | 36 |
|
|
2023
Q2 | $930K | Sell |
21,609
-392
| -2% | -$16.9K | 0.27% | 35 |
|
|
2023
Q1 | $867K | Buy |
22,001
+622
| +3% | +$24.5K | 0.25% | 32 |
|
|
2022
Q4 | $784K | Sell |
21,379
-12,302
| -37% | -$451K | 0.23% | 36 |
|
|
2022
Q3 | $1.15M | Buy |
33,681
+4,319
| +15% | +$147K | 0.36% | 29 |
|
|
2022
Q2 | $1.06M | Sell |
29,362
-3,025
| -9% | -$110K | 0.3% | 37 |
|
|
2022
Q1 | $1.41M | Buy |
32,387
+16,206
| +100% | +$704K | 0.35% | 36 |
|
|
2021
Q4 | $733K | Buy |
+16,181
| New | +$733K | 0.18% | 45 |
|