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Koss-Olinger Consulting’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Koss-Olinger Consulting’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 		$26M Buy
412,410
+3,563
+0.9% +$236K 2.18% 10
2025
Q4 		$27M Sell
408,847
-5,220
-1% -$339K 2.1% 16
2025
Q3 		$24.2M Hold
414,067
– – 2% 13
2025
Q2 		$24.2M Sell
414,067
-52,738
-11% -$2.86M 1.99% 13
2025
Q1 		$25M Buy
466,805
+109,350
+31% +$6.14M 2.1% 14
2024
Q4 		$20.2M Buy
357,455
+2,580
+0.7% +$147K 1.77% 18
2024
Q3 		$19.8M Buy
354,875
+2,880
+0.8% +$155K 1.72% 18
2024
Q2 		$18.7M Buy
+351,995
New +$17.9M 1.73% 17
2024
Q1 		– Sell
-282,843
Closed -$13.1M – 120
2023
Q4 		$13.1M Buy
282,843
+51,081
+22% +$2.22M 1.28% 16
2023
Q3 		$9.62M Buy
231,762
+104,913
+83% +$4.54M 1.42% 14
2023
Q2 		$5.46M Hold
126,849
– – 0.63% 22
2023
Q1 		$5M Hold
126,849
– – 0.62% 22
2022
Q4 		$4.65M Buy
+126,849
New +$4.68M 0.67% 22

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
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
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Koss-Olinger Consulting's EFIV Position: Q1 2026 in Review

Koss-Olinger Consulting increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.87% in Q1 2026, buying an estimated $236K and bringing the position to 412,410 shares worth $26M. The position accounts for 2.18% of the portfolio, ranked #10.

Koss-Olinger Consulting first reported a position in EFIV in Q4 2022 and has held it in 13 quarters since. The position peaked at $27M in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Koss-Olinger Consulting held 412,410 shares of State Street SPDR S&P 500 ESG ETF worth $26M as of Q1 2026.
  • Koss-Olinger Consulting bought 3,563 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $236K.
  • State Street SPDR S&P 500 ESG ETF made up 2.18% of Koss-Olinger Consulting's portfolio in Q1 2026, its #10 holding.
  • Koss-Olinger Consulting first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and has held it in 13 quarters since.
  • Koss-Olinger Consulting's State Street SPDR S&P 500 ESG ETF position peaked at $27M 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 Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.