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Signature Estate & Investment Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Signature Estate & Investment Advisors’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
2023
Q1 		– Sell
-5,994
Closed -$220K – 181
2022
Q4 		$220K Buy
+5,994
New +$221K 0.01% 174

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BWFA
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KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Signature Estate & Investment Advisors's EFIV Position: Q1 2023 in Review

Signature Estate & Investment Advisors sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2023, closing a stake of 5,994 shares — an estimated $220K sold.

Signature Estate & Investment Advisors first reported a position in EFIV in Q4 2022 and held it in 1 quarter. The position peaked at $220K in Q4 2022. 63 funds tracked by Wall St. Rank hold EFIV as of Q1 2023.

  • Signature Estate & Investment Advisors reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2023 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 5,994 State Street SPDR S&P 500 ESG ETF shares in Q1 2023, an estimated $220K.
  • Signature Estate & Investment Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $220K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2023.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.