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Advisory Alpha’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Advisory Alpha’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 		$819K Buy
11,229
+1,694
+18% +$119K 0.02% 263
2026
Q1 		$601K Buy
9,535
+1,039
+12% +$68.7K 0.02% 289
2025
Q4 		$562K Buy
8,496
+4,680
+123% +$304K 0.02% 279
2025
Q3 		$244K Buy
+3,816
New +$233K 0.01% 461

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

Advisory Alpha's EFIV Position: Q2 2026 in Review

Advisory Alpha increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 18% in Q2 2026, buying an estimated $119K and bringing the position to 11,229 shares worth $819K. The position accounts for 0.02% of the portfolio, ranked #263.

Advisory Alpha first reported a position in EFIV in Q3 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Advisory Alpha held 11,229 shares of State Street SPDR S&P 500 ESG ETF worth $819K as of Q2 2026.
  • Advisory Alpha bought 1,694 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $119K.
  • State Street SPDR S&P 500 ESG ETF made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #263 holding.
  • Advisory Alpha first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2025 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.