IPS
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Investors Portfolio Services’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Investors Portfolio Services’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 		$24.7K Hold
339
– – 0.02% 110
2026
Q1 		$21.4K Buy
339
+90
+36% +$5.95K 0.02% 106
2025
Q4 		$16.5K Buy
+249
New +$16.2K 0.01% 112

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Investors Portfolio Services's EFIV Position: Q2 2026 in Review

Investors Portfolio Services held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 339 shares worth $24.7K. The position accounts for 0.02% of the portfolio, ranked #110.

Investors Portfolio Services first reported a position in EFIV in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Investors Portfolio Services held 339 shares of State Street SPDR S&P 500 ESG ETF worth $24.7K as of Q2 2026.
  • Investors Portfolio Services left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ESG ETF made up 0.02% of Investors Portfolio Services's portfolio in Q2 2026, its #110 holding.
  • Investors Portfolio Services first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.