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Harbour Investments’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Harbour Investments’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 		$182K Buy
2,491
+125
+5% +$8.79K ﹤0.01% 1658
2026
Q1 		$149K Buy
+2,366
New +$156K ﹤0.01% 1694
2025
Q4 		– Sell
-495
Closed -$31.5K – 3905
2025
Q3 		$31.5K Hold
495
– – ﹤0.01% 2116
2025
Q2 		$29K Hold
495
– – ﹤0.01% 2063
2025
Q1 		$26.5K Hold
495
– – ﹤0.01% 2064
2024
Q4 		$28K Hold
495
– – ﹤0.01% 1968
2024
Q3 		$27.6K Hold
495
– – ﹤0.01% 1913
2024
Q2 		$26.3K Hold
495
– – ﹤0.01% 1837
2024
Q1 		$25.1K Buy
+495
New +$23.9K ﹤0.01% 1843

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

Harbour Investments's EFIV Position: Q2 2026 in Review

Harbour Investments increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 5.3% in Q2 2026, buying an estimated $8.79K and bringing the position to 2,491 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Harbour Investments first reported a position in EFIV in Q1 2024 and has held it in 9 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Harbour Investments held 2,491 shares of State Street SPDR S&P 500 ESG ETF worth $182K as of Q2 2026.
  • Harbour Investments bought 125 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $8.79K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1658 holding.
  • Harbour Investments first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2024 and has held it in 9 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.