Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$54.7K	Buy	+867	New	+$57.3K	﹤0.01%	435
2025 Q3	–	Sell	-850	Closed	-$49.8K	–	391
2025 Q2	$49.8K	Buy	850 +19	+2%	+$1.03K	﹤0.01%	397
2025 Q1	$44.5K	Buy	831 +71	+9%	+$3.99K	﹤0.01%	383
2024 Q4	$42.9K	Hold	760	–	–	﹤0.01%	370
2024 Q3	$42.4K	Sell	760 -400	-34%	-$21.6K	﹤0.01%	317
2024 Q2	$61.6K	Buy	1,160 +119	+11%	+$6.05K	0.01%	290
2024 Q1	$52.7K	Hold	1,041	–	–	0.01%	317
2023 Q4	$48.1K	Buy	1,041 +17	+2%	+$737	0.01%	307
2023 Q3	$42.5K	Buy	1,024 +903	+746%	+$39K	0.01%	304
2023 Q2	$5.21K	Buy	+121	New	+$4.92K	﹤0.01%	359

Other funds holding EFIV

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

Financial Network Wealth Management Draper, Utah $316M AUM

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

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

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

Tompkins Financial Ithaca, New York $1.26B AUM 18.75% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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