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EFIV icon

Larson Financial Group’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Larson Financial Group’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 		$2.89M Buy
39,686
+4,650
+13% +$327K 0.08% 210
2026
Q1 		$2.21M Buy
35,036
+2,116
+6% +$140K 0.07% 219
2025
Q4 		$2.18M Buy
32,920
+8,099
+33% +$527K 0.07% 221
2025
Q3 		$1.58M Buy
24,821
+199
+0.8% +$12.1K 0.06% 254
2025
Q2 		$1.44M Buy
24,622
+2,831
+13% +$153K 0.06% 252
2025
Q1 		$1.17M Buy
21,791
+19,725
+955% +$1.11M 0.06% 245
2024
Q4 		$117K Buy
2,066
+717
+53% +$40.9K 0.01% 698
2024
Q3 		$75.2K Buy
+1,349
New +$72.7K ﹤0.01% 793

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
TF
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Larson Financial Group's EFIV Position: Q2 2026 in Review

Larson Financial Group increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 13% in Q2 2026, buying an estimated $327K and bringing the position to 39,686 shares worth $2.89M. The position accounts for 0.08% of the portfolio, ranked #210.

Larson Financial Group first reported a position in EFIV in Q3 2024 and has held it in 8 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Larson Financial Group held 39,686 shares of State Street SPDR S&P 500 ESG ETF worth $2.89M as of Q2 2026.
  • Larson Financial Group bought 4,650 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $327K.
  • State Street SPDR S&P 500 ESG ETF made up 0.08% of Larson Financial Group's portfolio in Q2 2026, its #210 holding.
  • Larson Financial Group first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2024 and has held it in 8 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.