Tradewinds Capital Management’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
2025
Q3
$99.6K Hold
2025
Q2
$91.7K Buy
2025
Q1
$77.3K Buy
2024
Q4
$74.3K Buy
2024
Q3
$45.7K Buy
2024
Q2
$42.2K Buy
2024
Q1
$10.9K Hold
2023
Q4
$9.93K Hold
2023
Q3
$8.92K Hold
2023
Q2
$9.26K Hold
2023
Q1
$8.48K Buy