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Baltimore-Washington Financial Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Baltimore-Washington Financial Advisors’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 		$29.4M Buy
403,748
+1,293
+0.3% +$90.9K 1.1% 30
2026
Q1 		$25.4M Buy
402,455
+8,176
+2% +$540K 1.1% 35
2025
Q4 		$26.1M Buy
394,279
+5,214
+1% +$339K 1.08% 35
2025
Q3 		$24.7M Buy
389,065
+9,242
+2% +$564K 1.06% 34
2025
Q2 		$22.2M Buy
379,823
+1,230
+0.3% +$66.6K 1.04% 38
2025
Q1 		$20.3M Sell
378,593
-1,712
-0.5% -$96.2K 1.07% 36
2024
Q4 		$21.5M Buy
380,305
+172
+0% +$9.81K 1.1% 33
2024
Q3 		$21.2M Sell
380,133
-123
-0% -$6.63K 1.14% 33
2024
Q2 		$20.2M Buy
380,256
+6,412
+2% +$326K 1.17% 30
2024
Q1 		$18.9M Buy
373,844
+6,508
+2% +$314K 1.18% 30
2023
Q4 		$17M Buy
367,336
+15,651
+4% +$679K 1.18% 26
2023
Q3 		$14.6M Buy
351,685
+11,526
+3% +$498K 1.18% 28
2023
Q2 		$14.6M Buy
340,159
+161,061
+90% +$6.55M 1.17% 30
2023
Q1 		$7.06M Buy
179,098
+20,160
+13% +$772K 0.62% 56
2022
Q4 		$5.85M Buy
158,938
+34,198
+27% +$1.26M 0.57% 58
2022
Q3 		$4.95M Buy
124,740
+16,789
+16% +$638K 0.42% 65
2022
Q2 		$3.91M Buy
107,951
+86,571
+405% +$3.4M 0.42% 64
2022
Q1 		$1.51M Sell
21,380
-53,232
-71% -$2.27M 0.15% 91
2021
Q4 		$3.38M Buy
74,612
+14,678
+24% +$641K 0.27% 76
2021
Q3 		$2.42M Buy
59,934
+10,684
+22% +$442K 0.21% 82
2021
Q2 		$1.98M Buy
49,250
+27,917
+131% +$1.09M 0.18% 83
2021
Q1 		$788K Buy
21,333
+2,300
+12% +$82.6K 0.08% 90
2020
Q4 		$663K Buy
19,033
+11,633
+157% +$387K 0.07% 88
2020
Q3 		$233K Buy
+7,400
New +$234K 0.03% 107

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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Baltimore-Washington Financial Advisors's EFIV Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.32% in Q2 2026, buying an estimated $90.9K and bringing the position to 403,748 shares worth $29.4M. The position accounts for 1.1% of the portfolio, ranked #30.

Baltimore-Washington Financial Advisors first reported a position in EFIV in Q3 2020 and has held it in 24 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 403,748 shares of State Street SPDR S&P 500 ESG ETF worth $29.4M as of Q2 2026.
  • Baltimore-Washington Financial Advisors bought 1,293 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $90.9K.
  • State Street SPDR S&P 500 ESG ETF made up 1.1% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Baltimore-Washington Financial Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2020 and has held it in 24 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.