FFA
EFIV icon

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

Farther Finance 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
Q2 		$1.95M Buy
26,781
+6,850
+34% +$482K 0.02% 758
2026
Q1 		$1.27M Sell
19,931
-1,221
-6% -$80.7K 0.01% 849
2025
Q4 		$1.4M Sell
21,152
-371
-2% -$24.1K 0.02% 732
2025
Q3 		$1.37M Buy
21,523
+1,269
+6% +$77.4K 0.02% 592
2025
Q2 		$1.19M Sell
20,254
-93,904
-82% -$5.09M 0.02% 527
2025
Q1 		$6.13M Buy
+114,158
New +$6.41M 0.16% 129

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

Farther Finance Advisors's EFIV Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 34% in Q2 2026, buying an estimated $482K and bringing the position to 26,781 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #758.

Farther Finance Advisors first reported a position in EFIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.13M in Q1 2025. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Farther Finance Advisors held 26,781 shares of State Street SPDR S&P 500 ESG ETF worth $1.95M as of Q2 2026.
  • Farther Finance Advisors bought 6,850 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $482K.
  • State Street SPDR S&P 500 ESG ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #758 holding.
  • Farther Finance Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $6.13M in Q1 2025.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.