L.J. Altfest & Co’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

L.J. Altfest & Co’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 Q2	$218K	Sell	2,986 -883	-23%	-$62.1K	0.02%	297
2026 Q1	$244K	Sell	3,869 -106	-3%	-$7.01K	0.03%	296
2025 Q4	$263K	Buy	3,975 +2	+0.1%	+$130	0.03%	297
2025 Q3	$253K	Sell	3,973 -1,329	-25%	-$81K	0.03%	304
2025 Q2	$310K	Sell	5,302 -640	-11%	-$34.7K	0.04%	281
2025 Q1	$318K	Sell	5,942 -284	-5%	-$16K	0.04%	263
2024 Q4	$352K	Buy	+6,226	New	+$355K	0.04%	251

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

L.J. Altfest & Co's EFIV Position: Q2 2026 in Review

L.J. Altfest & Co reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 23% in Q2 2026, selling an estimated $62.1K and leaving 2,986 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #297.

L.J. Altfest & Co first reported a position in EFIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $352K in Q4 2024. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

L.J. Altfest & Co held 2,986 shares of State Street SPDR S&P 500 ESG ETF worth $218K as of Q2 2026.
L.J. Altfest & Co sold 883 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $62.1K.
State Street SPDR S&P 500 ESG ETF made up 0.02% of L.J. Altfest & Co's portfolio in Q2 2026, its #297 holding.
L.J. Altfest & Co first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2024 and has held it in 7 quarters since.
L.J. Altfest & Co's State Street SPDR S&P 500 ESG ETF position peaked at $352K in Q4 2024.
141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.