Creative Planning’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Creative Planning’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 Q1	$1.61M	Buy	25,509 +319	+1%	+$21.1K	﹤0.01%	2078
2025 Q4	$1.67M	Buy	+25,190	New	+$1.64M	﹤0.01%	1866
2025 Q1	–	Sell	-4,670	Closed	-$264K	–	3537
2024 Q4	$264K	Sell	4,670 -3,713	-44%	-$212K	﹤0.01%	2772
2024 Q3	$467K	Buy	8,383 +1	+0%	+$54	﹤0.01%	2167
2024 Q2	$445K	Sell	8,382 -4,082	-33%	-$208K	﹤0.01%	2028
2024 Q1	$631K	Sell	12,464 -16,020	-56%	-$773K	﹤0.01%	1688
2023 Q4	$1.32M	Sell	28,484 -3,912	-12%	-$170K	﹤0.01%	1099
2023 Q3	$1.34M	Buy	+32,396	New	+$1.4M	﹤0.01%	1025

Other funds holding EFIV

BOI

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

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

BWFA

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

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

SWA

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

LWP

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

Creative Planning's EFIV Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 1.3% in Q1 2026, buying an estimated $21.1K and bringing the position to 25,509 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Creative Planning first reported a position in EFIV in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.67M in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Creative Planning held 25,509 shares of State Street SPDR S&P 500 ESG ETF worth $1.61M as of Q1 2026.
Creative Planning bought 319 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $21.1K.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2078 holding.
Creative Planning first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2023 and has held it in 8 quarters since.
Creative Planning's State Street SPDR S&P 500 ESG ETF position peaked at $1.67M in Q4 2025.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.