AF
EFIV icon

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
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

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Affiance Financial's EFIV Position: Q2 2026 in Review

Affiance Financial increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 1.6% in Q2 2026, buying an estimated $49.6K and bringing the position to 45,299 shares worth $3.3M. The position accounts for 0.48% of the portfolio, ranked #28.

Affiance Financial first reported a position in EFIV in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Affiance Financial held 45,299 shares of State Street SPDR S&P 500 ESG ETF worth $3.3M as of Q2 2026.
  • Affiance Financial bought 705 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $49.6K.
  • State Street SPDR S&P 500 ESG ETF made up 0.48% of Affiance Financial's portfolio in Q2 2026, its #28 holding.
  • Affiance Financial first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.