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 Q3	$3.54M	Buy	47,756 +360	+0.8%	+$26.6K	1.69%	12
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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $142M AUM 18.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Birchbrook's EFIV Position: Q3 2026 in Review

Birchbrook increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.76% in Q3 2026, buying an estimated $26.6K and bringing the position to 47,756 shares worth $3.54M. The position accounts for 1.69% of the portfolio, ranked #12.

Birchbrook first reported a position in EFIV in Q1 2025 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

Birchbrook held 47,756 shares of State Street SPDR S&P 500 ESG ETF worth $3.54M as of Q3 2026.
Birchbrook bought 360 State Street SPDR S&P 500 ESG ETF shares in Q3 2026, an estimated $26.6K.
State Street SPDR S&P 500 ESG ETF made up 1.69% of Birchbrook's portfolio in Q3 2026, its #12 holding.
Birchbrook first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2025 and has held it in 7 quarters since.
40 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.