Capitol Family Office’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Capitol Family Office’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	$6.86K	Hold	94	–	–	0.01%	45
2026 Q1	$6.22K	Hold	94	–	–	0.01%	45
2025 Q4	$6.22K	Sell	94 -5	-5%	-$325	0.01%	45
2025 Q3	$6.29K	Hold	99	–	–	0.01%	44
2025 Q2	$5.8K	Hold	99	–	–	0.01%	47
2025 Q1	$5.3K	Buy	+99	New	+$5.56K	0.01%	46

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capitol Family Office's EFIV Position: Q2 2026 in Review

Capitol Family Office held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 94 shares worth $6.86K. The position accounts for 0.01% of the portfolio, ranked #45.

Capitol Family Office first reported a position in EFIV in Q1 2025 and has held it in 6 quarters since. 62 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Capitol Family Office held 94 shares of State Street SPDR S&P 500 ESG ETF worth $6.86K as of Q2 2026.
Capitol Family Office 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 0.01% of Capitol Family Office's portfolio in Q2 2026, its #45 holding.
Capitol Family Office first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2025 and has held it in 6 quarters since.
62 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.