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

Good Life 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 Q2	$381K	Buy	6,505 +1,316	+25%	+$71.3K	0.02%	350
2025 Q1	$278K	Buy	5,189 +1,096	+27%	+$61.6K	0.02%	398
2024 Q4	$231K	Hold	4,093	–	–	0.02%	423
2024 Q3	$228K	Sell	4,093 -51	-1%	-$2.75K	0.01%	525
2024 Q2	$220K	Sell	4,144 -3	-0.1%	-$153	0.02%	411
2024 Q1	$210K	Buy	+4,147	New	+$200K	0.02%	422

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 $595M AUM 25.98% 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

Good Life Advisors's EFIV Position: Q2 2025 in Review

Good Life Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 25% in Q2 2025, buying an estimated $71.3K and bringing the position to 6,505 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #350.

Good Life Advisors first reported a position in EFIV in Q1 2024 and has held it in 6 quarters since. 113 funds tracked by Wall St. Rank hold EFIV as of Q2 2025.

Good Life Advisors held 6,505 shares of State Street SPDR S&P 500 ESG ETF worth $381K as of Q2 2025.
Good Life Advisors bought 1,316 State Street SPDR S&P 500 ESG ETF shares in Q2 2025, an estimated $71.3K.
State Street SPDR S&P 500 ESG ETF made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #350 holding.
Good Life Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2024 and has held it in 6 quarters since.
113 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.