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

HRT Financial’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 		– Sell
-15,947
Closed -$1M – 4503
2026
Q1 		$1M Buy
+15,947
New +$1.05M ﹤0.01% 2051
2025
Q4 		– Sell
-6,159
Closed -$391K – 3362
2025
Q3 		$391K Buy
+6,159
New +$376K ﹤0.01% 2020

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 $1.42B AUM 19.14% 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

HRT Financial's EFIV Position: Q2 2026 in Review

HRT Financial sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2026, closing a stake of 15,947 shares — an estimated $1M sold.

HRT Financial first reported a position in EFIV in Q3 2025 and held it in 2 quarters. The position peaked at $1M in Q1 2026. 142 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • HRT Financial reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2026 after selling out during the quarter.
  • HRT Financial sold 15,947 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $1M.
  • HRT Financial first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2025 and held it in 2 quarters.
  • HRT Financial's State Street SPDR S&P 500 ESG ETF position peaked at $1M in Q1 2026.
  • 142 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.