Tower Research Capital (TRC)’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
+9,512
| New | +$557K | 0.02% | 889 |
|
|
2024
Q4 | – | Sell |
-3,215
| Closed | -$179K | – | 5760 |
|
|
2024
Q3 | $179K | Buy |
3,215
+3,002
| +1,409% | +$167K | ﹤0.01% | 1727 |
|
|
2024
Q2 | $11.3K | Sell |
213
-2,935
| -93% | -$156K | ﹤0.01% | 4093 |
|
|
2024
Q1 | $159K | Buy |
3,148
+638
| +25% | +$32.3K | ﹤0.01% | 1560 |
|
|
2023
Q4 | $116K | Sell |
2,510
-2,290
| -48% | -$106K | ﹤0.01% | 2536 |
|
|
2023
Q3 | $199K | Sell |
4,800
-1,243
| -21% | -$51.6K | 0.01% | 1437 |
|
|
2023
Q2 | $260K | Sell |
6,043
-1,424
| -19% | -$61.3K | 0.01% | 1370 |
|
|
2023
Q1 | $294K | Buy |
7,467
+2,692
| +56% | +$106K | 0.01% | 1151 |
|
|
2022
Q4 | $175K | Sell |
4,775
-12,307
| -72% | -$451K | 0.01% | 1393 |
|
|
2022
Q3 | $581K | Buy |
17,082
+9,009
| +112% | +$306K | 0.01% | 1024 |
|
|
2022
Q2 | $292K | Buy |
8,073
+216
| +3% | +$7.81K | 0.01% | 1505 |
|
|
2022
Q1 | $341K | Sell |
7,857
-1,019
| -11% | -$44.2K | ﹤0.01% | 1394 |
|
|
2021
Q4 | $402K | Buy |
8,876
+239
| +3% | +$10.8K | 0.01% | 1262 |
|
|
2021
Q3 | $348K | Sell |
8,637
-2,962
| -26% | -$119K | 0.01% | 1262 |
|
|
2021
Q2 | $466K | Buy |
+11,599
| New | +$466K | 0.01% | 1251 |
|