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Crestwood Advisors Group’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Crestwood Advisors Group’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 		$1.67M Buy
22,832
+2,608
+13% +$183K 0.02% 256
2026
Q1 		$1.28M Buy
20,224
+6,384
+46% +$422K 0.02% 279
2025
Q4 		$916K Buy
13,840
+2,369
+21% +$154K 0.02% 293
2025
Q3 		$729K Buy
11,471
+1,093
+11% +$66.7K 0.01% 314
2025
Q2 		$608K Buy
+10,378
New +$562K 0.01% 322

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

Crestwood Advisors Group's EFIV Position: Q2 2026 in Review

Crestwood Advisors Group increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 13% in Q2 2026, buying an estimated $183K and bringing the position to 22,832 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #256.

Crestwood Advisors Group first reported a position in EFIV in Q2 2025 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Crestwood Advisors Group held 22,832 shares of State Street SPDR S&P 500 ESG ETF worth $1.67M as of Q2 2026.
  • Crestwood Advisors Group bought 2,608 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $183K.
  • State Street SPDR S&P 500 ESG ETF made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #256 holding.
  • Crestwood Advisors Group first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2025 and has held it in 5 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.