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EFIV icon

CreativeOne Wealth’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

CreativeOne Wealth’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 		$349K Sell
4,788
-185
-4% -$13K 0.01% 932
2026
Q1 		$314K Sell
4,973
-703
-12% -$46.5K 0.01% 965
2025
Q4 		$375K Buy
5,676
+158
+3% +$10.3K 0.01% 876
2025
Q3 		$351K Buy
5,518
+283
+5% +$17.3K 0.01% 891
2025
Q2 		$307K Buy
5,235
+177
+3% +$9.59K 0.01% 911
2025
Q1 		$271K Buy
5,058
+633
+14% +$35.6K 0.01% 897
2024
Q4 		$250K Sell
4,425
-3,820
-46% -$218K 0.01% 942
2024
Q3 		$460K Buy
8,245
+204
+3% +$11K 0.02% 651
2024
Q2 		$427K Sell
8,041
-167
-2% -$8.5K 0.02% 519
2024
Q1 		$416K Buy
+8,208
New +$396K 0.02% 624
2023
Q3 		– Sell
-7,392
Closed -$318K – 653
2023
Q2 		$318K Sell
7,392
-856
-10% -$34.8K 0.01% 627
2023
Q1 		$325K Sell
8,248
-2,655
-24% -$102K 0.02% 605
2022
Q4 		$400K Sell
10,903
-297
-3% -$10.9K 0.02% 493
2022
Q3 		$381K Buy
+11,200
New +$426K 0.02% 470

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

CreativeOne Wealth's EFIV Position: Q2 2026 in Review

CreativeOne Wealth reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 3.7% in Q2 2026, selling an estimated $13K and leaving 4,788 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #932.

CreativeOne Wealth first reported a position in EFIV in Q3 2022 and has held it in 14 quarters since. The position peaked at $460K in Q3 2024. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • CreativeOne Wealth held 4,788 shares of State Street SPDR S&P 500 ESG ETF worth $349K as of Q2 2026.
  • CreativeOne Wealth sold 185 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $13K.
  • State Street SPDR S&P 500 ESG ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #932 holding.
  • CreativeOne Wealth first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2022 and has held it in 14 quarters since.
  • CreativeOne Wealth's State Street SPDR S&P 500 ESG ETF position peaked at $460K in Q3 2024.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.