AAG
EFIV icon

Armstrong Advisory Group’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Armstrong Advisory Group’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
2023
Q1 		– Sell
-908
Closed -$33.3K – 793
2022
Q4 		$33.3K Buy
+908
New +$33.5K ﹤0.01% 397

Other funds holding EFIV

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Armstrong Advisory Group's EFIV Position: Q1 2023 in Review

Armstrong Advisory Group sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2023, closing a stake of 908 shares — an estimated $33.3K sold.

Armstrong Advisory Group first reported a position in EFIV in Q4 2022 and held it in 1 quarter. The position peaked at $33.3K in Q4 2022. 63 funds tracked by Wall St. Rank hold EFIV as of Q1 2023.

  • Armstrong Advisory Group reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2023 after selling out during the quarter.
  • Armstrong Advisory Group sold 908 State Street SPDR S&P 500 ESG ETF shares in Q1 2023, an estimated $33.3K.
  • Armstrong Advisory Group first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and held it in 1 quarter.
  • Armstrong Advisory Group's State Street SPDR S&P 500 ESG ETF position peaked at $33.3K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2023.

Based on Armstrong Advisory Group's 13F filing for Q1 2023, filed 7 Apr 2023.