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

Capital Analysts LLC’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 		$1.31M Buy
20,831
+1,437
+7% +$95K 0.03% 298
2025
Q4 		$1.28M Buy
19,394
+351
+2% +$22.8K 0.04% 286
2025
Q3 		$1.21M Sell
19,043
-402
-2% -$24.5K 0.04% 287
2025
Q2 		$1.14M Buy
19,445
+1,216
+7% +$65.9K 0.04% 267
2025
Q1 		$975K Sell
18,229
-1,733
-9% -$97.4K 0.04% 266
2024
Q4 		$1.13M Sell
19,962
-180
-0.9% -$10.3K 0.05% 235
2024
Q3 		$1.12M Sell
20,142
-35
-0.2% -$1.89K 0.05% 230
2024
Q2 		$1.07M Buy
20,177
+1,769
+10% +$90K 0.05% 236
2024
Q1 		$932K Buy
+18,408
New +$888K 0.04% 252

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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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 $530M AUM 19.89% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Capital Analysts LLC's EFIV Position: Q1 2026 in Review

Capital Analysts LLC increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 7.4% in Q1 2026, buying an estimated $95K and bringing the position to 20,831 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #298.

Capital Analysts LLC first reported a position in EFIV in Q1 2024 and has held it in 9 quarters since. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Capital Analysts LLC held 20,831 shares of State Street SPDR S&P 500 ESG ETF worth $1.31M as of Q1 2026.
  • Capital Analysts LLC bought 1,437 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $95K.
  • State Street SPDR S&P 500 ESG ETF made up 0.03% of Capital Analysts LLC's portfolio in Q1 2026, its #298 holding.
  • Capital Analysts LLC first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2024 and has held it in 9 quarters since.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.