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

Denver Wealth Management’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	$504K	Sell	6,907 -1	-0%	-$70	0.14%	65
2026 Q1	$436K	Buy	6,908 +217	+3%	+$14.3K	0.15%	66
2025 Q4	$443K	Buy	6,691 +24	+0.4%	+$1.56K	0.16%	62
2025 Q3	$424K	Buy	6,667 +21	+0.3%	+$1.28K	0.16%	63
2025 Q2	$389K	Sell	6,646 -3,076	-32%	-$167K	0.16%	62
2025 Q1	$520K	Sell	9,722 -1,669	-15%	-$93.8K	0.24%	51
2024 Q4	$643K	Buy	11,391 +1,265	+12%	+$72.2K	0.29%	39
2024 Q3	$565K	Buy	10,126 +100	+1%	+$5.39K	0.26%	46
2024 Q2	$532K	Buy	10,026 +1,777	+22%	+$90.4K	0.27%	47
2024 Q1	$418K	Buy	8,249 +2,181	+36%	+$105K	0.21%	52
2023 Q4	$280K	Buy	6,068 +40	+0.7%	+$1.74K	0.16%	60
2023 Q3	$250K	Buy	6,028 +76	+1%	+$3.29K	0.16%	62
2023 Q2	$256K	Buy	5,952 +61	+1%	+$2.48K	0.18%	59
2023 Q1	$232K	Buy	5,891 +322	+6%	+$12.3K	0.16%	69
2022 Q4	$204K	Buy	+5,569	New	+$205K	0.15%	64

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

Denver Wealth Management's EFIV Position: Q2 2026 in Review

Denver Wealth Management reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.01% in Q2 2026, selling an estimated $70 and leaving 6,907 shares worth $504K. The position accounts for 0.14% of the portfolio, ranked #65.

Denver Wealth Management first reported a position in EFIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $643K in Q4 2024. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Denver Wealth Management held 6,907 shares of State Street SPDR S&P 500 ESG ETF worth $504K as of Q2 2026.
Denver Wealth Management sold 1 State Street SPDR S&P 500 ESG ETF share in Q2 2026, an estimated $70.
State Street SPDR S&P 500 ESG ETF made up 0.14% of Denver Wealth Management's portfolio in Q2 2026, its #65 holding.
Denver Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and has held it in 15 quarters since.
Denver Wealth Management's State Street SPDR S&P 500 ESG ETF position peaked at $643K in Q4 2024.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.