Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Cambridge Investment Research Advisors’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
2025
Q2 		– Sell
-9,255
Closed -$495K – 3664
2025
Q1 		$495K Buy
+9,255
New +$520K ﹤0.01% 2450

Other funds holding EFIV

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Cambridge Investment Research Advisors's EFIV Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2025, closing a stake of 9,255 shares — an estimated $495K sold.

Cambridge Investment Research Advisors first reported a position in EFIV in Q1 2025 and held it in 1 quarter. The position peaked at $495K in Q1 2025. 113 funds tracked by Wall St. Rank hold EFIV as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 9,255 State Street SPDR S&P 500 ESG ETF shares in Q2 2025, an estimated $495K.
  • Cambridge Investment Research Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2025 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $495K in Q1 2025.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.