Brave Asset Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Brave Asset Management’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	$410K	Hold	5,615	–	–	0.09%	100
2026 Q1	$354K	Buy	5,615 +197	+4%	+$13K	0.08%	108
2025 Q4	$358K	Hold	5,418	–	–	0.08%	103
2025 Q3	$345K	Hold	5,418	–	–	0.08%	108
2025 Q2	$317K	Hold	5,418	–	–	0.09%	106
2025 Q1	$290K	Buy	5,418 +119	+2%	+$6.69K	0.09%	108
2024 Q4	$299K	Hold	5,299	–	–	0.1%	99
2024 Q3	$295K	Hold	5,299	–	–	0.07%	106
2024 Q2	$281K	Buy	5,299 +434	+9%	+$22.1K	0.07%	101
2024 Q1	$246K	Hold	4,865	–	–	0.06%	113
2023 Q4	$225K	Hold	4,865	–	–	0.06%	119
2023 Q3	$202K	Sell	4,865 -248	-5%	-$10.7K	0.06%	120
2023 Q2	$220K	Hold	5,113	–	–	0.06%	116
2023 Q1	$202K	Buy	+5,113	New	+$196K	0.06%	125
2022 Q1	–	Sell	-6,449	Closed	-$292K	–	162
2021 Q4	$292K	Buy	6,449 +734	+13%	+$32K	0.08%	111
2021 Q3	$231K	Buy	5,715 +358	+7%	+$14.8K	0.07%	121
2021 Q2	$215K	Buy	+5,357	New	+$209K	0.06%	132

Other funds holding EFIV

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

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

Birchbrook Bangor, Maine $213M AUM 17.67% 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

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Brave Asset Management's EFIV Position: Q2 2026 in Review

Brave Asset Management held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 5,615 shares worth $410K. The position accounts for 0.09% of the portfolio, ranked #100.

Brave Asset Management first reported a position in EFIV in Q2 2021 and has held it in 17 quarters since. 18 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Brave Asset Management held 5,615 shares of State Street SPDR S&P 500 ESG ETF worth $410K as of Q2 2026.
Brave Asset Management left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q2 2026.
State Street SPDR S&P 500 ESG ETF made up 0.09% of Brave Asset Management's portfolio in Q2 2026, its #100 holding.
Brave Asset Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2021 and has held it in 17 quarters since.
18 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Brave Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.