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

Financial Engines 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	$6.87M	Sell	94,176 -4,021	-4%	-$283K	0.01%	129
2026 Q1	$6.19M	Buy	98,197 +3,723	+4%	+$246K	0.01%	126
2025 Q4	$6.25M	Buy	94,474 +6,837	+8%	+$445K	0.01%	136
2025 Q3	$5.57M	Buy	87,637 +839	+1%	+$51.2K	0.01%	142
2025 Q2	$5.08M	Sell	86,798 -8,124	-9%	-$440K	0.01%	144
2025 Q1	$5.08M	Buy	94,922 +2,627	+3%	+$148K	0.01%	132
2024 Q4	$5.21M	Sell	92,295 -3,567	-4%	-$203K	0.01%	134
2024 Q3	$5.35M	Sell	95,862 -4,823	-5%	-$260K	0.01%	119
2024 Q2	$5.35M	Buy	100,685 +2,495	+3%	+$127K	0.01%	117
2024 Q1	$4.97M	Buy	98,190 +10,682	+12%	+$515K	0.01%	111
2023 Q4	$4.04M	Buy	87,508 +9,857	+13%	+$428K	0.01%	111
2023 Q3	$3.22M	Buy	77,651 +5,899	+8%	+$255K	0.01%	103
2023 Q2	$3.09M	Buy	71,752 +9,428	+15%	+$384K	0.01%	113
2023 Q1	$2.46M	Buy	62,324 +24,581	+65%	+$941K	0.01%	125
2022 Q4	$1.38M	Buy	37,743 +5,806	+18%	+$214K	﹤0.01%	147
2022 Q3	$1.09M	Buy	31,937 +6,367	+25%	+$242K	﹤0.01%	153
2022 Q2	$926K	Buy	25,570 +3,236	+14%	+$127K	﹤0.01%	163
2022 Q1	$970K	Buy	+22,334	New	+$953K	﹤0.01%	167

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

Financial Engines Advisors's EFIV Position: Q2 2026 in Review

Financial Engines Advisors reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 4.1% in Q2 2026, selling an estimated $283K and leaving 94,176 shares worth $6.87M. The position accounts for 0.01% of the portfolio, ranked #129.

Financial Engines Advisors first reported a position in EFIV in Q1 2022 and has held it in 18 quarters since. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Financial Engines Advisors held 94,176 shares of State Street SPDR S&P 500 ESG ETF worth $6.87M as of Q2 2026.
Financial Engines Advisors sold 4,021 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $283K.
State Street SPDR S&P 500 ESG ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #129 holding.
Financial Engines Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2022 and has held it in 18 quarters since.
141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.