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FinArc Investments’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

FinArc Investments’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
Q3 		$698K Sell
9,427
-124
-1% -$9.15K 0.62% 35
2026
Q2 		$697K Sell
9,551
-194
-2% -$13.6K 0.63% 35
2026
Q1 		$615K Buy
+9,745
New +$644K 0.59% 36

Other funds holding EFIV

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
B
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VWM
Verus Wealth Management De Pere, Wisconsin $159M AUM 11.71% 1-Year Est. Return

FinArc Investments's EFIV Position: Q3 2026 in Review

FinArc Investments reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 1.3% in Q3 2026, selling an estimated $9.15K and leaving 9,427 shares worth $698K. The position accounts for 0.62% of the portfolio, ranked #35.

FinArc Investments first reported a position in EFIV in Q1 2026 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

  • FinArc Investments held 9,427 shares of State Street SPDR S&P 500 ESG ETF worth $698K as of Q3 2026.
  • FinArc Investments sold 124 State Street SPDR S&P 500 ESG ETF shares in Q3 2026, an estimated $9.15K.
  • State Street SPDR S&P 500 ESG ETF made up 0.62% of FinArc Investments's portfolio in Q3 2026, its #35 holding.
  • FinArc Investments first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2026 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2026.

Based on FinArc Investments's 13F filing for Q3 2026, filed 14 Oct 2026.