Atomic Invest LLC’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Atomic Invest LLC’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	$4.66M	Buy	+69,972	New	+$4.55M	2.62%	11

Other funds holding EFIV

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

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

Atomic Invest LLC's EFIV Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in State Street SPDR S&P 500 ESG ETF (EFIV) in Q4 2025: 69,972 shares worth $4.66M. The stake represents 2.62% of the portfolio and ranks #11 among its holdings.

123 funds tracked by Wall St. Rank hold EFIV as of Q4 2025.

Atomic Invest LLC held 69,972 shares of State Street SPDR S&P 500 ESG ETF worth $4.66M as of Q4 2025.
State Street SPDR S&P 500 ESG ETF was a new Atomic Invest LLC position in Q4 2025.
State Street SPDR S&P 500 ESG ETF made up 2.62% of Atomic Invest LLC's portfolio in Q4 2025, its #11 holding.
123 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.