WNY Asset Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

WNY Asset Management’s Portfolio EFIV Stock Details EFIV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$210K	Buy
2024 Q4	–	Sell
2024 Q3	$280K	Sell
2024 Q2	$432K	Hold
2024 Q1	$412K	Hold
2023 Q4	$376K	Buy