SWA
SOA Wealth Advisors’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
193,131
+37,692
| +24% | +$2.21M | 2.12% | 8 |
|
|
2025
Q1 | $8.32M | Buy |
155,439
+17,969
| +13% | +$961K | 1.74% | 14 |
|
|
2024
Q4 | $7.76M | Buy |
137,470
+37,880
| +38% | +$2.14M | 1.43% | 17 |
|
|
2024
Q3 | $5.55M | Buy |
99,590
+9,101
| +10% | +$507K | 1.06% | 21 |
|
|
2024
Q2 | $4.8M | Buy |
90,489
+80,449
| +801% | +$4.27M | 0.97% | 22 |
|
|
2024
Q1 | $508K | Buy |
10,040
+4,538
| +82% | +$230K | 0.11% | 105 |
|
|
2023
Q4 | $254K | Buy |
+5,502
| New | +$254K | 0.06% | 151 |
|