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

Affiance 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 Q3	$3.35M	Sell	45,290 -9	-0%	-$664	0.48%	26
2026 Q2	$3.3M	Buy	45,299 +705	+2%	+$49.6K	0.48%	28
2026 Q1	$2.81M	Buy	+44,594	New	+$2.95M	0.46%	27

Other funds holding EFIV

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $142M AUM 18.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Affiance Financial's EFIV Position: Q3 2026 in Review

Affiance Financial reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.02% in Q3 2026, selling an estimated $664 and leaving 45,290 shares worth $3.35M. The position accounts for 0.48% of the portfolio, ranked #26.

Affiance Financial first reported a position in EFIV in Q1 2026 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

Affiance Financial held 45,290 shares of State Street SPDR S&P 500 ESG ETF worth $3.35M as of Q3 2026.
Affiance Financial sold 9 State Street SPDR S&P 500 ESG ETF shares in Q3 2026, an estimated $664.
State Street SPDR S&P 500 ESG ETF made up 0.48% of Affiance Financial's portfolio in Q3 2026, its #26 holding.
Affiance Financial first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2026 and has held it in 3 quarters since.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.