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

Armbruster Capital Management’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	$2.62M	Sell	35,345 -1	-0%	-$74	0.39%	39
2026 Q2	$2.58M	Sell	35,346 -270	-0.8%	-$19K	0.38%	37
2026 Q1	$2.25M	Buy	35,616 +3,804	+12%	+$251K	0.37%	39
2025 Q4	$2.1M	Buy	31,812 +8	+0%	+$520	0.35%	42
2025 Q3	$2.02M	Sell	31,804 -300	-0.9%	-$18.3K	0.34%	42
2025 Q2	$1.88M	Buy	32,104 +300	+0.9%	+$16.3K	0.34%	43
2025 Q1	$1.7M	Buy	31,804 +1,074	+3%	+$60.3K	0.34%	41
2024 Q4	$1.74M	Sell	30,730 -1,000	-3%	-$57K	0.35%	41
2024 Q3	$1.77M	Sell	31,730 -7,700	-20%	-$415K	0.35%	44
2024 Q2	$2.09M	Buy	39,430 +50	+0.1%	+$2.54K	0.43%	35
2024 Q1	$1.99M	Buy	39,380 +3,430	+10%	+$166K	0.42%	34
2023 Q4	$1.66M	Buy	35,950 +200	+0.6%	+$8.68K	0.38%	36
2023 Q3	$1.48M	Sell	35,750 -25	-0.1%	-$1.08K	0.37%	38
2023 Q2	$1.54M	Buy	35,775 +1,125	+3%	+$45.8K	0.38%	38
2023 Q1	$1.37M	Buy	34,650 +5,850	+20%	+$224K	0.35%	39
2022 Q4	$1.06M	Buy	28,800 +3,825	+15%	+$141K	0.27%	41
2022 Q3	$850K	Buy	24,975 +1,050	+4%	+$39.9K	0.24%	51
2022 Q2	$867K	Sell	23,925 -800	-3%	-$31.4K	0.23%	53
2022 Q1	$1.07M	Buy	+24,725	New	+$1.06M	0.26%	52

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

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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

Armbruster Capital Management's EFIV Position: Q3 2026 in Review

Armbruster Capital Management reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0% in Q3 2026, selling an estimated $74 and leaving 35,345 shares worth $2.62M. The position accounts for 0.39% of the portfolio, ranked #39.

Armbruster Capital Management first reported a position in EFIV in Q1 2022 and has held it in 19 quarters since. 40 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

Armbruster Capital Management held 35,345 shares of State Street SPDR S&P 500 ESG ETF worth $2.62M as of Q3 2026.
Armbruster Capital Management sold 1 State Street SPDR S&P 500 ESG ETF share in Q3 2026, an estimated $74.
State Street SPDR S&P 500 ESG ETF made up 0.39% of Armbruster Capital Management's portfolio in Q3 2026, its #39 holding.
Armbruster Capital Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2022 and has held it in 19 quarters since.
40 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2026.

Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.