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

Horizon Financial 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	$8.24K	Hold	113	–	–	﹤0.01%	353
2026 Q1	$7.13K	Hold	113	–	–	﹤0.01%	284
2025 Q4	$7.47K	Hold	113	–	–	﹤0.01%	221
2025 Q3	$7.19K	Hold	113	–	–	﹤0.01%	231
2025 Q2	$6.62K	Hold	113	–	–	﹤0.01%	150
2025 Q1	$6.05K	Hold	113	–	–	﹤0.01%	138
2024 Q4	$6.38K	Hold	113	–	–	﹤0.01%	136
2024 Q3	$6.3K	Hold	113	–	–	﹤0.01%	144
2024 Q2	$6K	Hold	113	–	–	﹤0.01%	144
2024 Q1	$5.72K	Buy	+113	New	+$5.45K	﹤0.01%	153
2022 Q1	–	Sell	-113	Closed	-$5.12K	–	73
2021 Q4	$5.12K	Hold	113	–	–	﹤0.01%	105
2021 Q3	$5K	Buy	+113	New	+$4.68K	﹤0.01%	118

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Horizon Financial Services's EFIV Position: Q2 2026 in Review

Horizon Financial Services held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 113 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Horizon Financial Services first reported a position in EFIV in Q3 2021 and has held it in 12 quarters since. 49 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Horizon Financial Services held 113 shares of State Street SPDR S&P 500 ESG ETF worth $8.24K as of Q2 2026.
Horizon Financial Services left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q2 2026.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #353 holding.
Horizon Financial Services first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2021 and has held it in 12 quarters since.
49 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.