EIG
EFIV icon

Ellenbecker Investment Group’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Ellenbecker Investment Group’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 		$292K Sell
3,999
-7,730
-66% -$543K 0.03% 115
2026
Q1 		$740K Sell
11,729
-9
-0.1% -$595 0.1% 58
2025
Q4 		$776K Buy
11,738
+2,771
+31% +$180K 0.11% 54
2025
Q3 		$570K Buy
8,967
+4,852
+118% +$296K 0.08% 65
2025
Q2 		$241K Buy
4,115
+149
+4% +$8.07K 0.04% 106
2025
Q1 		$212K Buy
+3,966
New +$223K 0.04% 109

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
TF
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
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

Ellenbecker Investment Group's EFIV Position: Q2 2026 in Review

Ellenbecker Investment Group reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 66% in Q2 2026, selling an estimated $543K and leaving 3,999 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #115.

Ellenbecker Investment Group first reported a position in EFIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $776K in Q4 2025. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Ellenbecker Investment Group held 3,999 shares of State Street SPDR S&P 500 ESG ETF worth $292K as of Q2 2026.
  • Ellenbecker Investment Group sold 7,730 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $543K.
  • State Street SPDR S&P 500 ESG ETF made up 0.03% of Ellenbecker Investment Group's portfolio in Q2 2026, its #115 holding.
  • Ellenbecker Investment Group first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2025 and has held it in 6 quarters since.
  • Ellenbecker Investment Group's State Street SPDR S&P 500 ESG ETF position peaked at $776K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.