AWM
EFIV icon

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

Aspire Wealth 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
2024
Q3 		$2.56K Hold
46
– – ﹤0.01% 181
2024
Q2 		$2.44K Buy
+46
New +$2.34K ﹤0.01% 166

Other funds holding EFIV

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aspire Wealth Management's EFIV Position: Q3 2024 in Review

Aspire Wealth Management held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q3 2024 at 46 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Aspire Wealth Management first reported a position in EFIV in Q2 2024 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold EFIV as of Q3 2024.

  • Aspire Wealth Management held 46 shares of State Street SPDR S&P 500 ESG ETF worth $2.56K as of Q3 2024.
  • Aspire Wealth Management left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q3 2024.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #181 holding.
  • Aspire Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2024 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.