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

Front Row 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 		$454K Buy
7,194
+8
+0.1% +$529 0.15% 77
2025
Q4 		$475K Sell
7,186
-187
-3% -$12.2K 0.16% 75
2025
Q3 		$469K Buy
7,373
+350
+5% +$21.3K 0.16% 75
2025
Q2 		$411K Buy
7,023
+640
+10% +$34.7K 0.14% 75
2025
Q1 		$341K Buy
6,383
+393
+7% +$22.1K 0.13% 81
2024
Q4 		$338K Buy
5,990
+1,610
+37% +$91.8K 0.12% 86
2024
Q3 		$244K Buy
4,380
+950
+28% +$51.2K 0.09% 107
2024
Q2 		$182K Buy
+3,430
New +$175K 0.06% 146

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Principal Financial Group
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

Front Row Advisors's EFIV Position: Q1 2026 in Review

Front Row Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.11% in Q1 2026, buying an estimated $529 and bringing the position to 7,194 shares worth $454K. The position accounts for 0.15% of the portfolio, ranked #77.

Front Row Advisors first reported a position in EFIV in Q2 2024 and has held it in 8 quarters since. The position peaked at $475K in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Front Row Advisors held 7,194 shares of State Street SPDR S&P 500 ESG ETF worth $454K as of Q1 2026.
  • Front Row Advisors bought 8 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $529.
  • State Street SPDR S&P 500 ESG ETF made up 0.15% of Front Row Advisors's portfolio in Q1 2026, its #77 holding.
  • Front Row Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2024 and has held it in 8 quarters since.
  • Front Row Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $475K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Front Row Advisors's 13F filing for Q1 2026, filed 19 May 2026.