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Blue Edge Capital’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Blue Edge Capital’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 		$7.04M Buy
96,463
+111
+0.1% +$7.8K 0.84% 35
2026
Q1 		$6.08M Sell
96,352
-4,875
-5% -$322K 0.81% 33
2025
Q4 		$6.7M Buy
101,227
+1,324
+1% +$86.1K 0.9% 33
2025
Q3 		$6.35M Buy
99,903
+2,899
+3% +$177K 0.9% 28
2025
Q2 		$5.68M Sell
97,004
-2,209
-2% -$120K 0.84% 32
2025
Q1 		$5.31M Sell
99,213
-1,327
-1% -$74.6K 0.85% 33
2024
Q4 		$5.68M Buy
100,540
+5,063
+5% +$289K 0.89% 35
2024
Q3 		$5.32M Sell
95,477
-1,084
-1% -$58.4K 0.83% 34
2024
Q2 		$5.13M Buy
96,561
+5,218
+6% +$266K 0.85% 33
2024
Q1 		$4.63M Buy
91,343
+14,291
+19% +$690K 0.77% 39
2023
Q4 		$3.56M Buy
77,052
+15,896
+26% +$690K 0.67% 48
2023
Q3 		$2.54M Buy
61,156
+725
+1% +$31.3K 0.53% 51
2023
Q2 		$2.6M Sell
60,431
-1,719
-3% -$69.9K 0.52% 50
2023
Q1 		$2.45M Sell
62,150
-6,012
-9% -$230K 0.53% 53
2022
Q4 		$2.5M Buy
68,162
+1,347
+2% +$49.7K 0.57% 50
2022
Q3 		$2.27M Sell
66,815
-2,785
-4% -$106K 0.56% 49
2022
Q2 		$2.52M Buy
69,600
+753
+1% +$29.5K 0.59% 49
2022
Q1 		$2.99M Buy
68,847
+1,696
+3% +$72.4K 0.6% 51
2021
Q4 		$3.04M Buy
+67,151
New +$2.93M 0.59% 46

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
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 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

Blue Edge Capital's EFIV Position: Q2 2026 in Review

Blue Edge Capital increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.12% in Q2 2026, buying an estimated $7.8K and bringing the position to 96,463 shares worth $7.04M. The position accounts for 0.84% of the portfolio, ranked #35.

Blue Edge Capital first reported a position in EFIV in Q4 2021 and has held it in 19 quarters since. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Blue Edge Capital held 96,463 shares of State Street SPDR S&P 500 ESG ETF worth $7.04M as of Q2 2026.
  • Blue Edge Capital bought 111 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $7.8K.
  • State Street SPDR S&P 500 ESG ETF made up 0.84% of Blue Edge Capital's portfolio in Q2 2026, its #35 holding.
  • Blue Edge Capital first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2021 and has held it in 19 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.