JSW
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Journey Strategic Wealth’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Journey Strategic Wealth’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 		$1.75M Buy
+27,726
New +$1.83M 0.04% 115
2025
Q2 		– Sell
-5,068
Closed -$271K – 671
2025
Q1 		$271K Buy
5,068
+75
+2% +$4.21K 0.01% 365
2024
Q4 		$282K Hold
4,993
– – 0.01% 350
2024
Q3 		$278K Sell
4,993
-1,029
-17% -$55.5K 0.01% 358
2024
Q2 		$320K Sell
6,022
-9
-0.1% -$458 0.01% 234
2024
Q1 		$305K Sell
6,031
-3,103
-34% -$150K 0.01% 184
2023
Q4 		$422K Sell
9,134
-213
-2% -$9.24K 0.02% 105
2023
Q3 		$388K Buy
9,347
+426
+5% +$18.4K 0.02% 94
2023
Q2 		$384K Buy
8,921
+144
+2% +$5.86K 0.02% 102
2023
Q1 		$346K Buy
8,777
+1,495
+21% +$57.2K 0.04% 134
2022
Q4 		$267K Buy
+7,282
New +$268K 0.03% 159

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
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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

Journey Strategic Wealth's EFIV Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2026: 27,726 shares worth $1.75M. The stake represents 0.04% of the portfolio and ranks #115 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in EFIV as recently as Q1 2025.

Journey Strategic Wealth first reported a position in EFIV in Q4 2022 and has held it in 11 quarters since. 132 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Journey Strategic Wealth held 27,726 shares of State Street SPDR S&P 500 ESG ETF worth $1.75M as of Q1 2026.
  • State Street SPDR S&P 500 ESG ETF was a new Journey Strategic Wealth position in Q1 2026.
  • State Street SPDR S&P 500 ESG ETF made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #115 holding.
  • Journey Strategic Wealth first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and has held it in 11 quarters since.
  • 132 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.