BFEC
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Benjamin F. Edwards & Company’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$64K Buy
1,197
+943
+371% +$48K ﹤0.01% 1265
2024
Q1 		$13K Hold
254
– – ﹤0.01% 1630
2023
Q4 		$12K Hold
254
– – ﹤0.01% 1606
2023
Q3 		$11K Buy
+254
New +$11K ﹤0.01% 1362

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $833M AUM 25.55% 1-Year Est. Return

Benjamin F. Edwards & Company's EFIV Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 371% in Q2 2024, buying an estimated $48K and bringing the position to 1,197 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Benjamin F. Edwards & Company first reported a position in EFIV in Q3 2023 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold EFIV as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,197 shares of State Street SPDR S&P 500 ESG ETF worth $64K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 943 State Street SPDR S&P 500 ESG ETF shares in Q2 2024, an estimated $48K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1265 holding.
  • Benjamin F. Edwards & Company first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2023 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.