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

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 $595M AUM 25.98% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Financial Network Wealth Management's EFIV Position: Q1 2026 in Review

Financial Network Wealth Management increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 6.3% in Q1 2026, buying an estimated $2.04M and bringing the position to 518,574 shares worth $32.7M. The position accounts for 10.35% of the portfolio, ranked #2.

Financial Network Wealth Management first reported a position in EFIV in Q1 2024 and has held it in 8 quarters since. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Financial Network Wealth Management held 518,574 shares of State Street SPDR S&P 500 ESG ETF worth $32.7M as of Q1 2026.
Financial Network Wealth Management bought 30,908 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $2.04M.
State Street SPDR S&P 500 ESG ETF made up 10.35% of Financial Network Wealth Management's portfolio in Q1 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 8 quarters since.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.