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First Horizon Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

First Horizon Advisors’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
Q1 		– Sell
-1
Closed -$78 – 2338
2024
Q4 		$78 Hold
1
– – ﹤0.01% 2258
2024
Q3 		$77 Hold
1
– – ﹤0.01% 2295
2024
Q2 		$73 Hold
1
– – ﹤0.01% 2270
2024
Q1 		$69 Buy
+1
New +$48 ﹤0.01% 2279

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

First Horizon Advisors's EFIV Position: Q1 2025 in Review

First Horizon Advisors sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2025, closing a stake of 1 share — an estimated $78 sold.

First Horizon Advisors first reported a position in EFIV in Q1 2024 and held it in 4 quarters. The position peaked at $78 in Q4 2024. 113 funds tracked by Wall St. Rank hold EFIV as of Q1 2025.

  • First Horizon Advisors reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2025 after selling out during the quarter.
  • First Horizon Advisors sold 1 State Street SPDR S&P 500 ESG ETF share in Q1 2025, an estimated $78.
  • First Horizon Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2024 and held it in 4 quarters.
  • First Horizon Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $78 in Q4 2024.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2025.

Based on First Horizon Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.