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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
Q2 		– Sell
-867
Closed -$54.7K – 424
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

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s EFIV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2026, closing a stake of 867 shares — an estimated $54.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in EFIV in Q2 2023 and held it in 10 quarters. The position peaked at $61.6K in Q2 2024. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 867 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $54.7K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2023 and held it in 10 quarters.
  • Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P 500 ESG ETF position peaked at $61.6K in Q2 2024.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.