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

Focus 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 Q2	–	Sell	-21,988	Closed	-$1.18M	–	710
2025 Q1	$1.18M	Buy	21,988 +2,285	+12%	+$128K	0.05%	264
2024 Q4	$1.11M	Sell	19,703 -651	-3%	-$37.1K	0.04%	266
2024 Q3	$1.13M	Buy	20,354 +30	+0.1%	+$1.62K	0.05%	261
2024 Q2	$1.11M	Sell	20,324 -958	-5%	-$48.7K	0.05%	257
2024 Q1	$1.03M	Buy	21,282 +811	+4%	+$39.1K	0.05%	249
2023 Q4	$946K	Buy	20,471 +6,092	+42%	+$264K	0.04%	332
2023 Q3	$597K	Buy	14,379 +59	+0.4%	+$2.55K	0.03%	325
2023 Q2	$616K	Buy	14,320 +355	+3%	+$14.4K	0.03%	320
2023 Q1	$551K	Buy	+13,965	New	+$535K	0.03%	337

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 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Focus Financial Network's EFIV Position: Q2 2025 in Review

Focus Financial Network sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2025, closing a stake of 21,988 shares — an estimated $1.18M sold.

Focus Financial Network first reported a position in EFIV in Q1 2023 and held it in 9 quarters. The position peaked at $1.18M in Q1 2025. 113 funds tracked by Wall St. Rank hold EFIV as of Q2 2025.

Focus Financial Network reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2025 after selling out during the quarter.
Focus Financial Network sold 21,988 State Street SPDR S&P 500 ESG ETF shares in Q2 2025, an estimated $1.18M.
Focus Financial Network first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2023 and held it in 9 quarters.
Focus Financial Network's State Street SPDR S&P 500 ESG ETF position peaked at $1.18M in Q1 2025.
113 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2025.

Based on Focus Financial Network's 13F filing for Q2 2025, filed 10 Jul 2025.