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GPS Wealth Strategies Group’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-40
Closed -$2.54K – 848
2025
Q3 		$2.54K Buy
40
+10
+33% +$610 ﹤0.01% 1386
2025
Q2 		$1.76K Buy
+30
New +$1.63K ﹤0.01% 1373
2023
Q4 		– Sell
-16
Closed -$664 – 1266
2023
Q3 		$664 Hold
16
– – ﹤0.01% 1200
2023
Q2 		$689 Hold
16
– – ﹤0.01% 1182
2023
Q1 		$631 Buy
+16
New +$612 ﹤0.01% 1187
2022
Q4 		– Sell
-16
Closed -$1K – 400
2022
Q3 		$1K Hold
16
– – ﹤0.01% 1077
2022
Q2 		$1K Hold
16
– – ﹤0.01% 1062
2022
Q1 		$1K Hold
16
– – ﹤0.01% 993
2021
Q4 		$1K Buy
+16
New +$698 ﹤0.01% 1013

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

GPS Wealth Strategies Group's EFIV Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q4 2025, closing a stake of 40 shares — an estimated $2.54K sold.

GPS Wealth Strategies Group first reported a position in EFIV in Q4 2021 and held it in 9 quarters. The position peaked at $2.54K in Q3 2025. 121 funds tracked by Wall St. Rank hold EFIV as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 40 State Street SPDR S&P 500 ESG ETF shares in Q4 2025, an estimated $2.54K.
  • GPS Wealth Strategies Group first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2021 and held it in 9 quarters.
  • GPS Wealth Strategies Group's State Street SPDR S&P 500 ESG ETF position peaked at $2.54K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.