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

Glen Eagle 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
2025 Q3	–	Sell	-38	Closed	-$2.23K	–	1129
2025 Q2	$2.23K	Hold	38	–	–	﹤0.01%	833
2025 Q1	$2.03K	Hold	38	–	–	﹤0.01%	841
2024 Q4	$2.15K	Sell	38 -7	-16%	-$399	﹤0.01%	865
2024 Q3	$2.51K	Hold	45	–	–	﹤0.01%	873
2024 Q2	$2.39K	Hold	45	–	–	﹤0.01%	870
2024 Q1	$2.28K	Hold	45	–	–	﹤0.01%	890
2023 Q4	$2.08K	Hold	45	–	–	﹤0.01%	860
2023 Q3	$1.87K	Hold	45	–	–	﹤0.01%	871
2023 Q2	$1.94K	Hold	45	–	–	﹤0.01%	879
2023 Q1	$1.77K	Buy	+45	New	+$1.72K	﹤0.01%	870

Other funds holding EFIV

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

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Financial Network Wealth Management Draper, Utah $316M AUM

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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

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

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