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Action Point Financial Planning’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$79.9K Buy
+1,096
New +$77K 0.01% 673

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Action Point Financial Planning's EFIV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2026: 1,096 shares worth $79.9K. The stake represents 0.01% of the portfolio and ranks #673 among its holdings.

140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Action Point Financial Planning held 1,096 shares of State Street SPDR S&P 500 ESG ETF worth $79.9K as of Q2 2026.
  • State Street SPDR S&P 500 ESG ETF was a new Action Point Financial Planning position in Q2 2026.
  • State Street SPDR S&P 500 ESG ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #673 holding.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.