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

KWB 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
2024 Q4	–	Sell	-5,454	Closed	-$290K	–	147
2024 Q3	$290K	Sell	5,454 -1,282	-19%	-$69.1K	0.04%	106
2024 Q2	$341K	Hold	6,736	–	–	0.05%	99
2024 Q1	$341K	Sell	6,736 -18	-0.3%	-$869	0.05%	100
2023 Q4	$312K	Sell	6,754 -1,389	-17%	-$60.3K	0.05%	108
2023 Q3	$351K	Hold	8,143	–	–	0.06%	94
2023 Q2	$351K	Sell	8,143 -244	-3%	-$9.93K	0.06%	95
2023 Q1	$307K	Hold	8,387	–	–	0.06%	97
2022 Q4	$307K	Buy	8,387 +1,091	+15%	+$40.2K	0.06%	92
2022 Q3	$248K	Buy	+7,296	New	+$277K	0.05%	92

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

KWB Wealth's EFIV Position: Q4 2024 in Review

KWB Wealth sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q4 2024, closing a stake of 5,454 shares — an estimated $290K sold.

KWB Wealth first reported a position in EFIV in Q3 2022 and held it in 9 quarters. The position peaked at $351K in Q3 2023. 114 funds tracked by Wall St. Rank hold EFIV as of Q4 2024.

KWB Wealth reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q4 2024 after selling out during the quarter.
KWB Wealth sold 5,454 State Street SPDR S&P 500 ESG ETF shares in Q4 2024, an estimated $290K.
KWB Wealth first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2022 and held it in 9 quarters.
KWB Wealth's State Street SPDR S&P 500 ESG ETF position peaked at $351K in Q3 2023.
114 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2024.

Based on KWB Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.