FTUS
EFIV icon

Flow Traders U.S.’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Flow Traders U.S.’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
2023
Q1 		– Sell
-15,200
Closed -$557K – 966
2022
Q4 		$557K Sell
15,200
-1,000
-6% -$36.9K 0.03% 420
2022
Q3 		$551K Buy
+16,200
New +$616K 0.03% 474

Other funds holding EFIV

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Flow Traders U.S.'s EFIV Position: Q1 2023 in Review

Flow Traders U.S. sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2023, closing a stake of 15,200 shares — an estimated $557K sold.

Flow Traders U.S. first reported a position in EFIV in Q3 2022 and held it in 2 quarters. The position peaked at $557K in Q4 2022. 63 funds tracked by Wall St. Rank hold EFIV as of Q1 2023.

  • Flow Traders U.S. reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2023 after selling out during the quarter.
  • Flow Traders U.S. sold 15,200 State Street SPDR S&P 500 ESG ETF shares in Q1 2023, an estimated $557K.
  • Flow Traders U.S. first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2022 and held it in 2 quarters.
  • Flow Traders U.S.'s State Street SPDR S&P 500 ESG ETF position peaked at $557K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2023.

Based on Flow Traders U.S.'s 13F filing for Q1 2023, filed 12 May 2023.