Kingsview Wealth Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Kingsview Wealth Management’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 Q4	–	Sell	-3,902	Closed	-$218K	–	1130
2024 Q3	$218K	Sell	3,902 -498	-11%	-$26.8K	﹤0.01%	1009
2024 Q2	$234K	Sell	4,400 -1,138	-21%	-$57.9K	0.01%	933
2024 Q1	$280K	Sell	5,538 -3,442	-38%	-$166K	0.01%	843
2023 Q4	$415K	Sell	8,980 -2,066	-19%	-$89.6K	0.01%	678
2023 Q3	$458K	Sell	11,046 -1,788	-14%	-$77.3K	0.02%	635
2023 Q2	$553K	Sell	12,834 -677	-5%	-$27.5K	0.02%	564
2023 Q1	$533K	Sell	13,511 -8,018	-37%	-$307K	0.02%	558
2022 Q4	$789K	Sell	21,529 -2,365	-10%	-$87.2K	0.03%	397
2022 Q3	$813K	Buy	23,894 +11,786	+97%	+$448K	0.04%	378
2022 Q2	$439K	Buy	+12,108	New	+$475K	0.02%	566

Other funds holding EFIV

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

BOI

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

BWFA

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

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

KOC

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

LWP

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

RCS

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

Kingsview Wealth Management's EFIV Position: Q4 2024 in Review

Kingsview Wealth Management sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q4 2024, closing a stake of 3,902 shares — an estimated $218K sold.

Kingsview Wealth Management first reported a position in EFIV in Q2 2022 and held it in 10 quarters. The position peaked at $813K in Q3 2022. 114 funds tracked by Wall St. Rank hold EFIV as of Q4 2024.

Kingsview Wealth Management reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q4 2024 after selling out during the quarter.
Kingsview Wealth Management sold 3,902 State Street SPDR S&P 500 ESG ETF shares in Q4 2024, an estimated $218K.
Kingsview Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2022 and held it in 10 quarters.
Kingsview Wealth Management's State Street SPDR S&P 500 ESG ETF position peaked at $813K in Q3 2022.
114 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.