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 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 $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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Horizon Wealth Management's EFIV Position: Q1 2026 in Review

Horizon Wealth Management increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.02% in Q1 2026, buying an estimated $66 and bringing the position to 4,554 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #113.

Horizon Wealth Management first reported a position in EFIV in Q4 2024 and has held it in 5 quarters since. The position peaked at $301K in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Horizon Wealth Management held 4,554 shares of State Street SPDR S&P 500 ESG ETF worth $287K as of Q1 2026.
Horizon Wealth Management bought 1 State Street SPDR S&P 500 ESG ETF share in Q1 2026, an estimated $66.
State Street SPDR S&P 500 ESG ETF made up 0.04% of Horizon Wealth Management's portfolio in Q1 2026, its #113 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 5 quarters since.
Horizon Wealth Management's State Street SPDR S&P 500 ESG ETF position peaked at $301K 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 Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.