IFP Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

IFP Advisors’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
2024 Q2	–	Sell	-119	Closed	-$6.03K	–	3257
2024 Q1	$6.03K	Buy	+119	New	+$5.74K	﹤0.01%	2401
2023 Q4	–	Sell	-778	Closed	-$32.3K	–	3122
2023 Q3	$32.3K	Hold	778	–	–	﹤0.01%	1745
2023 Q2	$33.5K	Hold	778	–	–	﹤0.01%	1782
2023 Q1	$23.4K	Sell	778 -1,726	-69%	-$66.1K	﹤0.01%	1948
2022 Q4	$75K	Sell	2,504 -322	-11%	-$11.9K	﹤0.01%	1945
2022 Q3	$85K	Buy	+2,826	New	+$107K	﹤0.01%	1974

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

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

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

IFP Advisors's EFIV Position: Q2 2024 in Review

IFP Advisors sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2024, closing a stake of 119 shares — an estimated $6.03K sold.

IFP Advisors first reported a position in EFIV in Q3 2022 and held it in 6 quarters. The position peaked at $85K in Q3 2022. 104 funds tracked by Wall St. Rank hold EFIV as of Q2 2024.

IFP Advisors reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2024 after selling out during the quarter.
IFP Advisors sold 119 State Street SPDR S&P 500 ESG ETF shares in Q2 2024, an estimated $6.03K.
IFP Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2022 and held it in 6 quarters.
IFP Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $85K in Q3 2022.
104 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.