FNWM
EFIV icon

Financial Network Wealth Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Financial Network Wealth Management’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 		$38.6M Buy
528,913
+10,339
+2% +$727K 10.93% 2
2026
Q1 		$32.7M Buy
518,574
+30,908
+6% +$2.04M 10.35% 2
2025
Q4 		$32.3M Buy
487,666
+13,487
+3% +$877K 9.92% 2
2025
Q3 		$31M Buy
+474,179
New +$28.9M 9.58% 2
2025
Q1 		$13.1M Buy
244,837
+28,307
+13% +$1.59M 4.62% 6
2024
Q4 		$12.2M Buy
216,530
+23,455
+12% +$1.34M 4.37% 8
2024
Q3 		$10.8M Buy
193,075
+15,891
+9% +$857K 3.86% 9
2024
Q2 		$9.41M Buy
177,184
+11,369
+7% +$578K 3.58% 9
2024
Q1 		$8.31M Buy
+165,815
New +$8M 3.94% 9

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 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
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Financial Network Wealth Management's EFIV Position: Q2 2026 in Review

Financial Network Wealth Management increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 2% in Q2 2026, buying an estimated $727K and bringing the position to 528,913 shares worth $38.6M. The position accounts for 10.93% of the portfolio, ranked #2.

Financial Network Wealth Management first reported a position in EFIV in Q1 2024 and has held it in 9 quarters since. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Financial Network Wealth Management held 528,913 shares of State Street SPDR S&P 500 ESG ETF worth $38.6M as of Q2 2026.
  • Financial Network Wealth Management bought 10,339 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $727K.
  • State Street SPDR S&P 500 ESG ETF made up 10.93% of Financial Network Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Financial Network Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2024 and has held it in 9 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 Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.