D.J. St. Germain’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

D.J. St. Germain’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	$551K	Hold	7,555	–	–	0.02%	220
2026 Q1	$477K	Hold	7,555	–	–	0.02%	221
2025 Q4	$500K	Hold	7,555	–	–	0.02%	218
2025 Q3	$480K	Hold	7,555	–	–	0.02%	218
2025 Q2	$442K	Hold	7,555	–	–	0.02%	223
2025 Q1	$404K	Hold	7,555	–	–	0.02%	208
2024 Q4	$427K	Hold	7,555	–	–	0.02%	225
2024 Q3	$421K	Hold	7,555	–	–	0.02%	218
2024 Q2	$401K	Hold	7,555	–	–	0.02%	216
2024 Q1	$383K	Hold	7,555	–	–	0.02%	223
2023 Q4	$349K	Hold	7,555	–	–	0.02%	224
2023 Q3	$313K	Hold	7,555	–	–	0.02%	219
2023 Q2	$325K	Buy	+7,555	New	+$307K	0.02%	217
2022 Q4	$119K	Buy	+14,041	New	+$518K	0.04%	114

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

D.J. St. Germain's EFIV Position: Q2 2026 in Review

D.J. St. Germain held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 7,555 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #220.

D.J. St. Germain first reported a position in EFIV in Q4 2022 and has held it in 14 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

D.J. St. Germain held 7,555 shares of State Street SPDR S&P 500 ESG ETF worth $551K as of Q2 2026.
D.J. St. Germain left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q2 2026.
State Street SPDR S&P 500 ESG ETF made up 0.02% of D.J. St. Germain's portfolio in Q2 2026, its #220 holding.
D.J. St. Germain first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and has held it in 14 quarters since.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.