J.W. Cole Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

J.W. Cole 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
2026 Q2	$337K	Buy	+4,618	New	+$325K	0.01%	1213
2026 Q1	–	Sell	-3,597	Closed	-$231K	–	941
2025 Q4	$231K	Buy	3,597 +28	+0.8%	+$1.82K	0.01%	1232
2025 Q3	$227K	Buy	3,569 +9	+0.3%	+$549	﹤0.01%	1383
2025 Q2	$208K	Buy	+3,560	New	+$193K	﹤0.01%	1343

Other funds holding EFIV

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

J.W. Cole Advisors's EFIV Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2026: 4,618 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #1213 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in EFIV as recently as Q4 2025.

J.W. Cole Advisors first reported a position in EFIV in Q2 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

J.W. Cole Advisors held 4,618 shares of State Street SPDR S&P 500 ESG ETF worth $337K as of Q2 2026.
State Street SPDR S&P 500 ESG ETF was a new J.W. Cole Advisors position in Q2 2026.
State Street SPDR S&P 500 ESG ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1213 holding.
J.W. Cole Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2025 and has held it in 4 quarters since.
30 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.