Sheets Smith Investment 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 Q1	–	Sell	-113,774	Closed	-$6.43M	–	51
2024 Q4	$6.43M	Buy	+113,774	New	+$6.43M	5.45%	3