HBT
EFIV icon

Hills Bank & Trust’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Hills Bank & Trust’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 		$355K Sell
5,621
-465
-8% -$30.7K 0.02% 238
2025
Q4 		$403K Buy
6,086
+41
+0.7% +$2.67K 0.02% 220
2025
Q3 		$384K Buy
6,045
+1,558
+35% +$95K 0.02% 217
2025
Q2 		$263K Buy
4,487
+1,301
+41% +$70.5K 0.02% 236
2025
Q1 		$170K Buy
3,186
+542
+20% +$30.4K 0.01% 259
2024
Q4 		$149K Sell
2,644
-137
-5% -$7.82K 0.01% 271
2024
Q3 		$155K Hold
2,781
– – 0.01% 268
2024
Q2 		$148K Buy
2,781
+536
+24% +$27.3K 0.01% 264
2024
Q1 		$114K Sell
2,245
-121
-5% -$5.84K 0.01% 276
2023
Q4 		$109K Buy
+2,366
New +$103K 0.01% 269

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 $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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

Hills Bank & Trust's EFIV Position: Q1 2026 in Review

Hills Bank & Trust reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 7.6% in Q1 2026, selling an estimated $30.7K and leaving 5,621 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #238.

Hills Bank & Trust first reported a position in EFIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $403K in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Hills Bank & Trust held 5,621 shares of State Street SPDR S&P 500 ESG ETF worth $355K as of Q1 2026.
  • Hills Bank & Trust sold 465 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $30.7K.
  • State Street SPDR S&P 500 ESG ETF made up 0.02% of Hills Bank & Trust's portfolio in Q1 2026, its #238 holding.
  • Hills Bank & Trust first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2023 and has held it in 10 quarters since.
  • Hills Bank & Trust's State Street SPDR S&P 500 ESG ETF position peaked at $403K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Hills Bank & Trust's 13F filing for Q1 2026, filed 1 May 2026.