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Atomic Invest’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Atomic Invest’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 		$5.46M Hold
75,295
– – 0.48% 22
2026
Q1 		$4.62M Buy
75,295
+5,323
+8% +$352K 2.17% 12
2025
Q4 		$4.66M Buy
+69,972
New +$4.55M 2.62% 11

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
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Atomic Invest's EFIV Position: Q2 2026 in Review

Atomic Invest held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 75,295 shares worth $5.46M. The position accounts for 0.48% of the portfolio, ranked #22.

Atomic Invest first reported a position in EFIV in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Atomic Invest held 75,295 shares of State Street SPDR S&P 500 ESG ETF worth $5.46M as of Q2 2026.
  • Atomic Invest 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 0.48% of Atomic Invest's portfolio in Q2 2026, its #22 holding.
  • Atomic Invest first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2025 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Atomic Invest's 13F filing for Q2 2026, filed 25 Sep 2026.