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Kestra Advisory Services’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Kestra Advisory 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
Q1 		– Sell
-2,488
Closed -$165K – 3459
2025
Q4 		$165K Buy
+2,488
New +$162K ﹤0.01% 3046

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FNWM
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KOC
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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

Kestra Advisory Services's EFIV Position: Q1 2026 in Review

Kestra Advisory Services sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2026, closing a stake of 2,488 shares — an estimated $165K sold.

Kestra Advisory Services first reported a position in EFIV in Q4 2025 and held it in 1 quarter. The position peaked at $165K in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Kestra Advisory Services reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,488 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $165K.
  • Kestra Advisory Services first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's State Street SPDR S&P 500 ESG ETF position peaked at $165K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.