BWM
EFIV icon

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

Briggs Wealth 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 		$366K Buy
5,019
+48
+1% +$3.37K 0.33% 33
2026
Q1 		$314K Buy
+4,971
New +$329K 0.33% 36

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

Briggs Wealth Management's EFIV Position: Q2 2026 in Review

Briggs Wealth Management increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.97% in Q2 2026, buying an estimated $3.37K and bringing the position to 5,019 shares worth $366K. The position accounts for 0.33% of the portfolio, ranked #33.

Briggs Wealth Management first reported a position in EFIV in Q1 2026 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Briggs Wealth Management held 5,019 shares of State Street SPDR S&P 500 ESG ETF worth $366K as of Q2 2026.
  • Briggs Wealth Management bought 48 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $3.37K.
  • State Street SPDR S&P 500 ESG ETF made up 0.33% of Briggs Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Briggs Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2026 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Briggs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.