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

Birchbrook’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	$3.46M	Sell	47,396 -575	-1%	-$40.4K	1.62%	11
2026 Q1	$3.03M	Buy	47,971 +19,352	+68%	+$1.28M	1.48%	13
2025 Q4	$1.89M	Buy	28,619 +1,959	+7%	+$127K	0.94%	24
2025 Q3	$1.7M	Buy	26,660 +1,402	+6%	+$85.5K	0.88%	27
2025 Q2	$1.48M	Buy	25,258 +5,556	+28%	+$301K	0.79%	29
2025 Q1	$1.05M	Buy	+19,702	New	+$1.11M	0.59%	35

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

SWA

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

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Birchbrook's EFIV Position: Q2 2026 in Review

Birchbrook reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 1.2% in Q2 2026, selling an estimated $40.4K and leaving 47,396 shares worth $3.46M. The position accounts for 1.62% of the portfolio, ranked #11.

Birchbrook first reported a position in EFIV in Q1 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Birchbrook held 47,396 shares of State Street SPDR S&P 500 ESG ETF worth $3.46M as of Q2 2026.
Birchbrook sold 575 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $40.4K.
State Street SPDR S&P 500 ESG ETF made up 1.62% of Birchbrook's portfolio in Q2 2026, its #11 holding.
Birchbrook first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2025 and has held it in 6 quarters since.
49 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.