Coastline Trust’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Coastline Trust’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 Q3	$787K	Sell	10,625 -3,783	-26%	-$279K	0.07%	136
2026 Q2	$1.05M	Sell	14,408 -295	-2%	-$20.7K	0.09%	128
2026 Q1	$927K	Sell	14,703 -526	-3%	-$34.8K	0.09%	132
2025 Q4	$1.01M	Sell	15,229 -1,419	-9%	-$92.3K	0.09%	128
2025 Q3	$1.06M	Sell	16,648 -188	-1%	-$11.5K	0.11%	121
2025 Q2	$986K	Sell	16,836 -769	-4%	-$41.7K	0.11%	124
2025 Q1	$942K	Buy	17,605 +2,145	+14%	+$121K	0.12%	130
2024 Q4	$873K	Buy	15,460 +3,423	+28%	+$195K	0.1%	133
2024 Q3	$671K	Buy	+12,037	New	+$649K	0.08%	148

Other funds holding EFIV

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

FinArc Investments Norwood, Massachusetts $113M AUM

VWM

Verus Wealth Management De Pere, Wisconsin $159M AUM 11.71% 1-Year Est. Return

Coastline Trust's EFIV Position: Q3 2026 in Review

Coastline Trust reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 26% in Q3 2026, selling an estimated $279K and leaving 10,625 shares worth $787K. The position accounts for 0.07% of the portfolio, ranked #136.

Coastline Trust first reported a position in EFIV in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q3 2025. 15 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

Coastline Trust held 10,625 shares of State Street SPDR S&P 500 ESG ETF worth $787K as of Q3 2026.
Coastline Trust sold 3,783 State Street SPDR S&P 500 ESG ETF shares in Q3 2026, an estimated $279K.
State Street SPDR S&P 500 ESG ETF made up 0.07% of Coastline Trust's portfolio in Q3 2026, its #136 holding.
Coastline Trust first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2024 and has held it in 9 quarters since.
Coastline Trust's State Street SPDR S&P 500 ESG ETF position peaked at $1.06M in Q3 2025.
15 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.