Tidemark’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Tidemark’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
2024 Q2	–	Sell	-109	Closed	-$5.52K	–	651
2024 Q1	$5.52K	Hold	109	–	–	﹤0.01%	503
2023 Q4	$5.04K	Buy	+109	New	+$4.73K	﹤0.01%	503

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Tidemark's EFIV Position: Q2 2024 in Review

Tidemark sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2024, closing a stake of 109 shares — an estimated $5.52K sold.

Tidemark first reported a position in EFIV in Q4 2023 and held it in 2 quarters. The position peaked at $5.52K in Q1 2024. 104 funds tracked by Wall St. Rank hold EFIV as of Q2 2024.

Tidemark reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2024 after selling out during the quarter.
Tidemark sold 109 State Street SPDR S&P 500 ESG ETF shares in Q2 2024, an estimated $5.52K.
Tidemark first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2023 and held it in 2 quarters.
Tidemark's State Street SPDR S&P 500 ESG ETF position peaked at $5.52K in Q1 2024.
104 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.