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AlphaCore Capital’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

AlphaCore Capital’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 		$21.9K Hold
300
– – ﹤0.01% 1357
2026
Q1 		$18.9K Hold
300
– – ﹤0.01% 1078
2025
Q4 		$19.8K Buy
+300
New +$19.5K ﹤0.01% 1256

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

AlphaCore Capital's EFIV Position: Q2 2026 in Review

AlphaCore Capital held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 300 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

AlphaCore Capital first reported a position in EFIV in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • AlphaCore Capital held 300 shares of State Street SPDR S&P 500 ESG ETF worth $21.9K as of Q2 2026.
  • AlphaCore Capital left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1357 holding.
  • AlphaCore Capital first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.