CX Institutional’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

CX Institutional’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 Q3	$58K	Buy	+778	New	+$57.4K	﹤0.01%	986

Other funds holding EFIV

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Opulen Financial Group Arlington, Virginia $163M AUM 13.69% 1-Year Est. Return

CX Institutional's EFIV Position: Q3 2026 in Review

CX Institutional opened a new position in State Street SPDR S&P 500 ESG ETF (EFIV) in Q3 2026: 778 shares worth $58K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings.

29 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

CX Institutional held 778 shares of State Street SPDR S&P 500 ESG ETF worth $58K as of Q3 2026.
State Street SPDR S&P 500 ESG ETF was a new CX Institutional position in Q3 2026.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #986 holding.
29 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.