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EFIV icon

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

Allworth 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 		$16.4M Buy
224,885
+5,348
+2% +$376K 0.07% 174
2026
Q1 		$13.8M Buy
219,537
+216,279
+6,638% +$14.3M 0.06% 202
2025
Q4 		$216K Buy
3,258
+8
+0.2% +$520 ﹤0.01% 1309
2025
Q3 		$207K Buy
3,250
+9
+0.3% +$549 ﹤0.01% 1282
2025
Q2 		$190K Buy
3,241
+10
+0.3% +$542 ﹤0.01% 1207
2025
Q1 		$168K Buy
3,231
+9
+0.3% +$506 ﹤0.01% 1010
2024
Q4 		$187K Buy
3,222
+11
+0.3% +$628 ﹤0.01% 975
2024
Q3 		$179K Buy
3,211
+10
+0.3% +$539 ﹤0.01% 853
2024
Q2 		$172K Buy
3,201
+10
+0.3% +$509 ﹤0.01% 868
2024
Q1 		$162K Buy
3,191
+10
+0.3% +$483 ﹤0.01% 852
2023
Q4 		$147K Buy
3,181
+11
+0.3% +$477 ﹤0.01% 813
2023
Q3 		$132K Buy
3,170
+376
+13% +$16.3K ﹤0.01% 787
2023
Q2 		$120K Buy
2,794
+11
+0.4% +$448 ﹤0.01% 831
2023
Q1 		$110K Buy
+2,783
New +$107K ﹤0.01% 823

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

Allworth Financial's EFIV Position: Q2 2026 in Review

Allworth Financial increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 2.4% in Q2 2026, buying an estimated $376K and bringing the position to 224,885 shares worth $16.4M. The position accounts for 0.07% of the portfolio, ranked #174.

Allworth Financial first reported a position in EFIV in Q1 2023 and has held it in 14 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Allworth Financial held 224,885 shares of State Street SPDR S&P 500 ESG ETF worth $16.4M as of Q2 2026.
  • Allworth Financial bought 5,348 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $376K.
  • State Street SPDR S&P 500 ESG ETF made up 0.07% of Allworth Financial's portfolio in Q2 2026, its #174 holding.
  • Allworth Financial first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2023 and has held it in 14 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.