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

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Glen Eagle Advisors's EFIV Position: Q3 2025 in Review

Glen Eagle Advisors sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q3 2025, closing a stake of 38 shares — an estimated $2.23K sold.

Glen Eagle Advisors first reported a position in EFIV in Q1 2023 and held it in 10 quarters. The position peaked at $2.51K in Q3 2024. 115 funds tracked by Wall St. Rank hold EFIV as of Q3 2025.

Glen Eagle Advisors reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q3 2025 after selling out during the quarter.
Glen Eagle Advisors sold 38 State Street SPDR S&P 500 ESG ETF shares in Q3 2025, an estimated $2.23K.
Glen Eagle Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2023 and held it in 10 quarters.
Glen Eagle Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $2.51K in Q3 2024.
115 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2025.

Based on Glen Eagle Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.