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Gilbert Capital Group’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Gilbert Capital Group’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
Q2 		$1.99M Sell
27,253
-232
-0.8% -$16.3K 1.39% 18
2026
Q1 		$1.73M Sell
27,485
-1,761
-6% -$116K 1.34% 17
2025
Q4 		$1.93M Sell
29,246
-1,695
-5% -$110K 1.45% 18
2025
Q3 		$1.97M Sell
30,941
-459
-1% -$28K 1.52% 18
2025
Q2 		$1.84M Buy
+31,400
New +$1.7M 1.52% 17

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Gilbert Capital Group's EFIV Position: Q2 2026 in Review

Gilbert Capital Group reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.84% in Q2 2026, selling an estimated $16.3K and leaving 27,253 shares worth $1.99M. The position accounts for 1.39% of the portfolio, ranked #18.

Gilbert Capital Group first reported a position in EFIV in Q2 2025 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Gilbert Capital Group held 27,253 shares of State Street SPDR S&P 500 ESG ETF worth $1.99M as of Q2 2026.
  • Gilbert Capital Group sold 232 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $16.3K.
  • State Street SPDR S&P 500 ESG ETF made up 1.39% of Gilbert Capital Group's portfolio in Q2 2026, its #18 holding.
  • Gilbert Capital Group first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2025 and has held it in 5 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.