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

Flagship Harbor 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
2026 Q1	$296K	Buy	4,691 +1,609	+52%	+$106K	0.01%	595
2025 Q4	$204K	Sell	3,082 -376	-11%	-$24.5K	0.01%	655
2025 Q3	$220K	Sell	3,458 -483	-12%	-$29.5K	0.01%	743
2025 Q2	$231K	Buy	+3,941	New	+$214K	0.01%	684
2025 Q1	–	Sell	-3,658	Closed	-$207K	–	757
2024 Q4	$207K	Buy	+3,658	New	+$209K	0.01%	696
2024 Q1	–	Sell	-37,641	Closed	-$1.74M	–	687
2023 Q4	$1.74M	Buy	37,641 +980	+3%	+$42.5K	0.13%	156
2023 Q3	$1.52M	Sell	36,661 -10,649	-23%	-$460K	0.13%	158
2023 Q2	$2.04M	Sell	47,310 -968	-2%	-$39.4K	0.17%	131
2023 Q1	$1.9M	Sell	48,278 -56,621	-54%	-$2.17M	0.18%	134
2022 Q4	$3.85M	Sell	104,899 -5,508	-5%	-$203K	0.39%	63
2022 Q3	$3.76M	Buy	110,407 +693	+0.6%	+$26.3K	0.44%	55
2022 Q2	$3.98M	Buy	109,714 +5,891	+6%	+$231K	0.45%	47
2022 Q1	$4.51M	Buy	103,823 +19,336	+23%	+$825K	0.43%	50
2021 Q4	$3.83M	Buy	84,487 +43,502	+106%	+$1.9M	0.36%	62
2021 Q3	$1.65M	Hold	40,985	–	–	0.18%	139
2021 Q2	$1.65M	Buy	40,985 +5,828	+17%	+$227K	0.18%	139
2021 Q1	$1.3M	Buy	35,157 +20,158	+134%	+$724K	0.15%	154
2020 Q4	$523K	Buy	+14,999	New	+$499K	0.06%	297

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

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 $190M AUM 16.38% 1-Year Est. Return

Flagship Harbor Advisors's EFIV Position: Q1 2026 in Review

Flagship Harbor Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 52% in Q1 2026, buying an estimated $106K and bringing the position to 4,691 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #595.

Flagship Harbor Advisors first reported a position in EFIV in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.51M in Q1 2022. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Flagship Harbor Advisors held 4,691 shares of State Street SPDR S&P 500 ESG ETF worth $296K as of Q1 2026.
Flagship Harbor Advisors bought 1,609 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $106K.
State Street SPDR S&P 500 ESG ETF made up 0.01% of Flagship Harbor Advisors's portfolio in Q1 2026, its #595 holding.
Flagship Harbor Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2020 and has held it in 18 quarters since.
Flagship Harbor Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $4.51M in Q1 2022.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.