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 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 $2.21B AUM 9.01% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

KOC

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

BWFA

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

SWA

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

LWP

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

Financial Engines Advisors's EFIV Position: Q1 2026 in Review

Financial Engines Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 3.9% in Q1 2026, buying an estimated $246K and bringing the position to 98,197 shares worth $6.19M. The position accounts for 0.01% of the portfolio, ranked #126.

Financial Engines Advisors first reported a position in EFIV in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.25M in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Financial Engines Advisors held 98,197 shares of State Street SPDR S&P 500 ESG ETF worth $6.19M as of Q1 2026.
Financial Engines Advisors bought 3,723 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $246K.
State Street SPDR S&P 500 ESG ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #126 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 17 quarters since.
Financial Engines Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $6.25M in Q4 2025.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

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