HWM
EFIV icon

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

Horizon Wealth Management’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 		$341K Buy
4,669
+115
+3% +$8.08K 0.04% 112
2026
Q1 		$287K Buy
4,554
+1
+0% +$66 0.04% 113
2025
Q4 		$301K Buy
4,553
+277
+6% +$18K 0.05% 101
2025
Q3 		$272K Buy
4,276
+575
+16% +$35.1K 0.04% 104
2025
Q2 		$217K Buy
+3,701
New +$201K 0.04% 101
2025
Q1 		– Sell
-3,665
Closed -$207K – 106
2024
Q4 		$207K Buy
+3,665
New +$209K 0.04% 95

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
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Horizon Wealth Management's EFIV Position: Q2 2026 in Review

Horizon Wealth Management increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 2.5% in Q2 2026, buying an estimated $8.08K and bringing the position to 4,669 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #112.

Horizon Wealth Management first reported a position in EFIV in Q4 2024 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Horizon Wealth Management held 4,669 shares of State Street SPDR S&P 500 ESG ETF worth $341K as of Q2 2026.
  • Horizon Wealth Management bought 115 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $8.08K.
  • State Street SPDR S&P 500 ESG ETF made up 0.04% of Horizon Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Horizon Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2024 and has held it in 6 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.