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

Chicago Capital’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
Q3 		– Sell
-8,067
Closed -$472K – 365
2025
Q2 		$472K Hold
8,067
– – 0.01% 257
2025
Q1 		$432K Hold
8,067
– – 0.01% 253
2024
Q4 		$456K Hold
8,067
– – 0.01% 232
2024
Q3 		$450K Hold
8,067
– – 0.01% 233
2024
Q2 		$428K Buy
8,067
+3,977
+97% +$202K 0.01% 240
2024
Q1 		$207K Buy
+4,090
New +$197K 0.01% 283

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Chicago Capital's EFIV Position: Q3 2025 in Review

Chicago Capital sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q3 2025, closing a stake of 8,067 shares — an estimated $472K sold.

Chicago Capital first reported a position in EFIV in Q1 2024 and held it in 6 quarters. The position peaked at $472K in Q2 2025. 115 funds tracked by Wall St. Rank hold EFIV as of Q3 2025.

  • Chicago Capital reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q3 2025 after selling out during the quarter.
  • Chicago Capital sold 8,067 State Street SPDR S&P 500 ESG ETF shares in Q3 2025, an estimated $472K.
  • Chicago Capital first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2024 and held it in 6 quarters.
  • Chicago Capital's State Street SPDR S&P 500 ESG ETF position peaked at $472K in Q2 2025.
  • 115 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2025.

Based on Chicago Capital's 13F filing for Q3 2025, filed 22 Oct 2025.