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

First Affirmative Financial Network’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
Q3 		– Sell
-4,370
Closed -$256K – 306
2025
Q2 		$256K Sell
4,370
-2,290
-34% -$124K 0.13% 202
2025
Q1 		$356K Hold
6,660
– – 0.22% 131
2024
Q4 		$376K Hold
6,660
– – 0.22% 127
2024
Q3 		$371K Buy
6,660
+2,290
+52% +$123K 0.2% 137
2024
Q2 		$232K Buy
+4,370
New +$222K 0.16% 197

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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 $288M AUM 17.43% 1-Year Est. Return

First Affirmative Financial Network's EFIV Position: Q3 2025 in Review

First Affirmative Financial Network sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q3 2025, closing a stake of 4,370 shares — an estimated $256K sold.

First Affirmative Financial Network first reported a position in EFIV in Q2 2024 and held it in 5 quarters. The position peaked at $376K in Q4 2024. 115 funds tracked by Wall St. Rank hold EFIV as of Q3 2025.

  • First Affirmative Financial Network reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q3 2025 after selling out during the quarter.
  • First Affirmative Financial Network sold 4,370 State Street SPDR S&P 500 ESG ETF shares in Q3 2025, an estimated $256K.
  • First Affirmative Financial Network first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2024 and held it in 5 quarters.
  • First Affirmative Financial Network's State Street SPDR S&P 500 ESG ETF position peaked at $376K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2025.

Based on First Affirmative Financial Network's 13F filing for Q3 2025, filed 20 Nov 2025.