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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
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

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Coastline Trust's EFIV Position: Q2 2026 in Review

Coastline Trust reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 2% in Q2 2026, selling an estimated $20.7K and leaving 14,408 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #128.

Coastline Trust first reported a position in EFIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q3 2025. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Coastline Trust held 14,408 shares of State Street SPDR S&P 500 ESG ETF worth $1.05M as of Q2 2026.
  • Coastline Trust sold 295 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $20.7K.
  • State Street SPDR S&P 500 ESG ETF made up 0.09% of Coastline Trust's portfolio in Q2 2026, its #128 holding.
  • Coastline Trust first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2024 and has held it in 8 quarters since.
  • Coastline Trust's State Street SPDR S&P 500 ESG ETF position peaked at $1.06M in Q3 2025.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.