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

Crews Bank & 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
2025
Q4 		– Sell
-350
Closed -$22.3K – 626
2025
Q3 		$22.3K Hold
350
– – ﹤0.01% 458
2025
Q2 		$20.5K Hold
350
– – ﹤0.01% 460
2025
Q1 		$18.7K Hold
350
– – ﹤0.01% 457
2024
Q4 		$19.8K Buy
+350
New +$20K ﹤0.01% 453

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
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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Crews Bank & Trust's EFIV Position: Q4 2025 in Review

Crews Bank & Trust sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q4 2025, closing a stake of 350 shares — an estimated $22.3K sold.

Crews Bank & Trust first reported a position in EFIV in Q4 2024 and held it in 4 quarters. The position peaked at $22.3K in Q3 2025. 123 funds tracked by Wall St. Rank hold EFIV as of Q4 2025.

  • Crews Bank & Trust reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q4 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 350 State Street SPDR S&P 500 ESG ETF shares in Q4 2025, an estimated $22.3K.
  • Crews Bank & Trust first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2024 and held it in 4 quarters.
  • Crews Bank & Trust's State Street SPDR S&P 500 ESG ETF position peaked at $22.3K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2025.

Based on Crews Bank & Trust's 13F filing for Q4 2025, filed 21 Jan 2026.