Sheets Smith Wealth Management’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

Sheets Smith Wealth Management’s Portfolio EFIV Stock Details EFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$2.63M	Buy
2024 Q3	$2.34M	Sell
2024 Q2	$2.57M	Buy