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 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 $2.21B AUM 9.01% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Blue Edge Capital's EFIV Position: Q1 2026 in Review

Blue Edge Capital reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 4.8% in Q1 2026, selling an estimated $322K and leaving 96,352 shares worth $6.08M. The position accounts for 0.81% of the portfolio, ranked #33.

Blue Edge Capital first reported a position in EFIV in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.7M in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Blue Edge Capital held 96,352 shares of State Street SPDR S&P 500 ESG ETF worth $6.08M as of Q1 2026.
Blue Edge Capital sold 4,875 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $322K.
State Street SPDR S&P 500 ESG ETF made up 0.81% of Blue Edge Capital's portfolio in Q1 2026, its #33 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 18 quarters since.
Blue Edge Capital's State Street SPDR S&P 500 ESG ETF position peaked at $6.7M in Q4 2025.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.