Sage Advisory Services’s 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 | $712K | Buy |
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|
2025
Q1 | $642K | Hold |
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|
2024
Q4 | $678K | Buy |
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|
2024
Q3 | $410K | Hold |
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|
2024
Q2 | $410K | Sell |
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|
2024
Q1 | $458K | Buy |
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|
2023
Q4 | $417K | Sell |
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|
2023
Q3 | $858K | Sell |
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|
2023
Q2 | $930K | Sell |
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|
2023
Q1 | $867K | Buy |
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|
2022
Q4 | $784K | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $733K | Buy |
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