HBW Advisory Services’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

HBW Advisory Services’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	$469K	Buy	6,427 +415	+7%	+$29.2K	0.04%	317
2026 Q1	$379K	Sell	6,012 -117	-2%	-$7.73K	0.04%	322
2025 Q4	$405K	Buy	6,129 +106	+2%	+$6.89K	0.04%	304
2025 Q3	$383K	Buy	6,023 +454	+8%	+$27.7K	0.04%	301
2025 Q2	$326K	Sell	5,569 -116	-2%	-$6.29K	0.04%	306
2025 Q1	$304K	Buy	5,685 +442	+8%	+$24.8K	0.04%	284
2024 Q4	$296K	Buy	+5,243	New	+$299K	0.03%	278

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

HBW Advisory Services's EFIV Position: Q2 2026 in Review

HBW Advisory Services increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 6.9% in Q2 2026, buying an estimated $29.2K and bringing the position to 6,427 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #317.

HBW Advisory Services first reported a position in EFIV in Q4 2024 and has held it in 7 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

HBW Advisory Services held 6,427 shares of State Street SPDR S&P 500 ESG ETF worth $469K as of Q2 2026.
HBW Advisory Services bought 415 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $29.2K.
State Street SPDR S&P 500 ESG ETF made up 0.04% of HBW Advisory Services's portfolio in Q2 2026, its #317 holding.
HBW Advisory Services first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2024 and has held it in 7 quarters since.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.