HF
EFIV icon

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
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 $2.21B AUM 9.01% 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 $190M AUM 16.38% 1-Year Est. Return

HRT Financial's EFIV Position: Q1 2026 in Review

HRT Financial opened a new position in State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2026: 15,947 shares worth $1M. The stake represents ﹤0.01% of the portfolio and ranks #2051 among its holdings. This is a return to the name: HRT Financial previously reported a position in EFIV as recently as Q3 2025.

HRT Financial first reported a position in EFIV in Q3 2025 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • HRT Financial held 15,947 shares of State Street SPDR S&P 500 ESG ETF worth $1M as of Q1 2026.
  • State Street SPDR S&P 500 ESG ETF was a new HRT Financial position in Q1 2026.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2051 holding.
  • HRT Financial first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2025 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.