Single Point Partners’s State Street 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
2026 Q1	$519K	Buy	8,223 +6	+0.1%	+$397	0.1%	53
2025 Q4	$544K	Buy	8,217 +6	+0.1%	+$390	0.11%	52
2025 Q3	$522K	Buy	8,211 +6	+0.1%	+$366	0.11%	51
2025 Q2	$480K	Buy	8,205 +7	+0.1%	+$379	0.11%	54
2025 Q1	$439K	Buy	8,198 +7	+0.1%	+$393	0.1%	55
2024 Q4	$463K	Buy	8,191 +7	+0.1%	+$399	0.11%	54
2024 Q3	$456K	Buy	8,184 +7	+0.1%	+$377	0.73%	19
2024 Q2	$434K	Sell	8,177 -608	-7%	-$30.9K	0.74%	18
2024 Q1	$445K	Buy	8,785 +12	+0.1%	+$579	0.1%	54
2023 Q4	$405K	Buy	8,773 +15	+0.2%	+$651	0.1%	53
2023 Q3	$363K	Buy	8,758 +13	+0.1%	+$562	0.1%	53
2023 Q2	$376K	Buy	8,745 +155	+2%	+$6.31K	0.52%	33
2023 Q1	$339K	Buy	8,590 +15	+0.2%	+$574	0.07%	101
2022 Q4	$314K	Buy	8,575 +20	+0.2%	+$737	0.08%	102
2022 Q3	$291K	Buy	8,555 +567	+7%	+$21.6K	0.08%	90
2022 Q2	$289K	Buy	+7,988	New	+$313K	0.08%	91