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

Avantax Advisory Services’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
Q4 		– Sell
-3,603
Closed -$201K – 2204
2024
Q3 		$201K Sell
3,603
-339
-9% -$18.3K ﹤0.01% 2002
2024
Q2 		$209K Buy
+3,942
New +$201K ﹤0.01% 1927

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
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Avantax Advisory Services's EFIV Position: Q4 2024 in Review

Avantax Advisory Services sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q4 2024, closing a stake of 3,603 shares — an estimated $201K sold.

Avantax Advisory Services first reported a position in EFIV in Q2 2024 and held it in 2 quarters. The position peaked at $209K in Q2 2024. 114 funds tracked by Wall St. Rank hold EFIV as of Q4 2024.

  • Avantax Advisory Services reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 3,603 State Street SPDR S&P 500 ESG ETF shares in Q4 2024, an estimated $201K.
  • Avantax Advisory Services first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2024 and held it in 2 quarters.
  • Avantax Advisory Services's State Street SPDR S&P 500 ESG ETF position peaked at $209K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.