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

Laurel Wealth Planning’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	$11.3M	Sell	155,404 -2,647	-2%	-$186K	5.01%	4
2026 Q1	$9.97M	Sell	158,051 -2,015	-1%	-$133K	5.26%	3
2025 Q4	$10.6M	Sell	160,066 -9,787	-6%	-$637K	5.87%	3
2025 Q3	$10.8M	Sell	169,853 -7,426	-4%	-$453K	5.71%	3
2025 Q2	$10.4M	Sell	177,279 -20,248	-10%	-$1.1M	5.9%	3
2025 Q1	$10.6M	Sell	197,527 -15,076	-7%	-$847K	7.02%	2
2024 Q4	$12M	Sell	212,603 -2,588	-1%	-$148K	7.75%	1
2024 Q3	$12M	Sell	215,191 -7,006	-3%	-$378K	7.84%	1
2024 Q2	$11.8M	Sell	222,197 -4,086	-2%	-$208K	8.21%	1
2024 Q1	$11.5M	Sell	226,283 -1,827	-0.8%	-$88.2K	7.61%	1
2023 Q4	$10.5M	Buy	+228,110	New	+$9.89M	7.46%	1

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

Laurel Wealth Planning's EFIV Position: Q2 2026 in Review

Laurel Wealth Planning reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 1.7% in Q2 2026, selling an estimated $186K and leaving 155,404 shares worth $11.3M. The position accounts for 5.01% of the portfolio, ranked #4.

Laurel Wealth Planning first reported a position in EFIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $12M in Q4 2024. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Laurel Wealth Planning held 155,404 shares of State Street SPDR S&P 500 ESG ETF worth $11.3M as of Q2 2026.
Laurel Wealth Planning sold 2,647 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $186K.
State Street SPDR S&P 500 ESG ETF made up 5.01% of Laurel Wealth Planning's portfolio in Q2 2026, its #4 holding.
Laurel Wealth Planning first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2023 and has held it in 11 quarters since.
Laurel Wealth Planning's State Street SPDR S&P 500 ESG ETF position peaked at $12M 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 Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.