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

Cetera 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
2024 Q1	$622K	Buy	+12,282	New	+$593K	﹤0.01%	1459

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Cetera Advisors's EFIV Position: Q1 2024 in Review

Cetera Advisors opened a new position in State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2024: 12,282 shares worth $622K. The stake represents ﹤0.01% of the portfolio and ranks #1459 among its holdings.

92 funds tracked by Wall St. Rank hold EFIV as of Q1 2024.

Cetera Advisors held 12,282 shares of State Street SPDR S&P 500 ESG ETF worth $622K as of Q1 2024.
State Street SPDR S&P 500 ESG ETF was a new Cetera Advisors position in Q1 2024.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1459 holding.
92 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.