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Tompkins Financial’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

Tompkins Financial’s Portfolio EFIV Stock Details EFIV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$15.4M Buy
263,770
+32,236
+14% +$1.89M 1.42% 18
2025
Q1 		$12.4M Buy
231,534
+224,394
+3,143% +$12M 1.19% 26
2024
Q4 		$403K Buy
+7,140
New +$403K 0.04% 133