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

Aptus Capital Advisors’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 		$347K Buy
4,764
+10
+0.2% +$703 ﹤0.01% 894
2026
Q1 		$300K Buy
4,754
+215
+5% +$14.2K ﹤0.01% 878
2025
Q4 		$300K Sell
4,539
-139
-3% -$9.04K ﹤0.01% 886
2025
Q3 		$297K Buy
4,678
+109
+2% +$6.65K ﹤0.01% 847
2025
Q2 		$268K Buy
4,569
+149
+3% +$8.07K ﹤0.01% 850
2025
Q1 		$236K Buy
4,420
+80
+2% +$4.5K ﹤0.01% 839
2024
Q4 		$245K Buy
4,340
+263
+6% +$15K ﹤0.01% 827
2024
Q3 		$227K Buy
4,077
+2,917
+251% +$157K ﹤0.01% 736
2024
Q2 		$61.6K Buy
1,160
+119
+11% +$6.05K ﹤0.01% 871
2024
Q1 		$52.7K Hold
1,041
– – ﹤0.01% 889
2023
Q4 		$48.1K Buy
1,041
+17
+2% +$737 ﹤0.01% 680
2023
Q3 		$42.5K Buy
1,024
+903
+746% +$39K ﹤0.01% 703
2023
Q2 		$5.21K Buy
+121
New +$4.92K ﹤0.01% 729

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

Aptus Capital Advisors's EFIV Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.21% in Q2 2026, buying an estimated $703 and bringing the position to 4,764 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Aptus Capital Advisors first reported a position in EFIV in Q2 2023 and has held it in 13 quarters since. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Aptus Capital Advisors held 4,764 shares of State Street SPDR S&P 500 ESG ETF worth $347K as of Q2 2026.
  • Aptus Capital Advisors bought 10 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $703.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #894 holding.
  • Aptus Capital Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2023 and has held it in 13 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.