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

EP Wealth Advisors’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 Q1	$220K	Buy	+3,495	New	+$231K	﹤0.01%	1356

Other funds holding EFIV

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Financial Network Wealth Management Draper, Utah $316M AUM

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

EP Wealth Advisors's EFIV Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2026: 3,495 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1356 among its holdings.

131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

EP Wealth Advisors held 3,495 shares of State Street SPDR S&P 500 ESG ETF worth $220K as of Q1 2026.
State Street SPDR S&P 500 ESG ETF was a new EP Wealth Advisors position in Q1 2026.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1356 holding.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.