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

Financial Services Advisory’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
2025 Q2	–	Sell	-31,755	Closed	-$1.7M	–	51
2025 Q1	$1.7M	Sell	31,755 -2,632	-8%	-$148K	0.64%	21
2024 Q4	$1.94M	Buy	34,387 +1,114	+3%	+$63.5K	0.46%	32
2024 Q3	$1.86M	Sell	33,273 -17,977	-35%	-$969K	0.45%	31
2024 Q2	$2.72M	Buy	51,250 +328	+0.6%	+$16.7K	0.75%	23
2024 Q1	$2.58M	Buy	50,922 +3	+0%	+$145	0.64%	28
2023 Q4	$2.35M	Buy	+50,919	New	+$2.21M	0.67%	31

Other funds holding EFIV

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

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

RCS

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

Financial Services Advisory's EFIV Position: Q2 2025 in Review

Financial Services Advisory sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2025, closing a stake of 31,755 shares — an estimated $1.7M sold.

Financial Services Advisory first reported a position in EFIV in Q4 2023 and held it in 6 quarters. The position peaked at $2.72M in Q2 2024. 113 funds tracked by Wall St. Rank hold EFIV as of Q2 2025.

Financial Services Advisory reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2025 after selling out during the quarter.
Financial Services Advisory sold 31,755 State Street SPDR S&P 500 ESG ETF shares in Q2 2025, an estimated $1.7M.
Financial Services Advisory first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2023 and held it in 6 quarters.
Financial Services Advisory's State Street SPDR S&P 500 ESG ETF position peaked at $2.72M in Q2 2024.
113 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2025.

Based on Financial Services Advisory's 13F filing for Q2 2025, filed 21 Jul 2025.