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

Advisornet Financial’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 Q1	–	Sell	-630	Closed	-$41.7K	–	2287
2025 Q4	$41.7K	Buy	630 +2	+0.3%	+$130	﹤0.01%	1105
2025 Q3	$39.9K	Buy	628 +2	+0.3%	+$122	﹤0.01%	1100
2025 Q2	$36.7K	Buy	626 +1	+0.2%	+$54	﹤0.01%	1096
2025 Q1	$33.4K	Buy	625 +2	+0.3%	+$112	﹤0.01%	1042
2024 Q4	$35.2K	Buy	623 +2	+0.3%	+$114	﹤0.01%	984
2024 Q3	$34.6K	Buy	621 +2	+0.3%	+$108	﹤0.01%	1025
2024 Q2	$32.9K	Buy	619 +2	+0.3%	+$102	﹤0.01%	951
2024 Q1	$31.2K	Buy	617 +2	+0.3%	+$97	﹤0.01%	954
2023 Q4	$28.4K	Buy	+615	New	+$26.7K	﹤0.01%	982

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Advisornet Financial's EFIV Position: Q1 2026 in Review

Advisornet Financial sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2026, closing a stake of 630 shares — an estimated $41.7K sold.

Advisornet Financial first reported a position in EFIV in Q4 2023 and held it in 9 quarters. The position peaked at $41.7K in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Advisornet Financial reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2026 after selling out during the quarter.
Advisornet Financial sold 630 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $41.7K.
Advisornet Financial first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2023 and held it in 9 quarters.
Advisornet Financial's State Street SPDR S&P 500 ESG ETF position peaked at $41.7K in Q4 2025.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.