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

LPL Financial’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	$25.3M	Buy	346,408 +24,256	+8%	+$1.71M	0.01%	1436
2026 Q1	$20.3M	Sell	322,152 -5,893	-2%	-$390K	0.01%	1461
2025 Q4	$21.7M	Buy	328,045 +4,307	+1%	+$280K	0.01%	1364
2025 Q3	$20.6M	Buy	323,738 +5,896	+2%	+$360K	0.01%	1347
2025 Q2	$18.6M	Sell	317,842 -39,213	-11%	-$2.12M	0.01%	1310
2025 Q1	$19.1M	Sell	357,055 -1,401	-0.4%	-$78.7K	0.01%	1178
2024 Q4	$20.2M	Buy	358,456 +76,634	+27%	+$4.37M	0.01%	1080
2024 Q3	$15.7M	Buy	281,822 +68,336	+32%	+$3.68M	0.01%	1177
2024 Q2	$11.3M	Buy	213,486 +1,422	+0.7%	+$72.4K	0.01%	1299
2024 Q1	$10.7M	Buy	212,064 +61,991	+41%	+$2.99M	0.01%	1288
2023 Q4	$6.93M	Sell	150,073 -7,895	-5%	-$342K	﹤0.01%	1476
2023 Q3	$6.55M	Sell	157,968 -13,995	-8%	-$605K	﹤0.01%	1441
2023 Q2	$7.4M	Sell	171,963 -65,173	-27%	-$2.65M	0.01%	1320
2023 Q1	$9.35M	Sell	237,136 -224,656	-49%	-$8.6M	0.01%	1125
2022 Q4	$16.9M	Buy	461,792 +135,665	+42%	+$5M	0.01%	776
2022 Q3	$11.1M	Sell	326,127 -52,821	-14%	-$2.01M	0.01%	901
2022 Q2	$13.7M	Buy	378,948 +29,632	+8%	+$1.16M	0.01%	810
2022 Q1	$15.2M	Buy	349,316 +197,834	+131%	+$8.44M	0.01%	780
2021 Q4	$6.86M	Buy	151,482 +778	+0.5%	+$34K	0.01%	1246
2021 Q3	$6.08M	Buy	150,704 +135,740	+907%	+$5.62M	0.01%	1270
2021 Q2	$601K	Buy	14,964 +6,302	+73%	+$246K	﹤0.01%	2991
2021 Q1	$320K	Buy	8,662 +2,454	+40%	+$88.1K	﹤0.01%	3419
2020 Q4	$216K	Buy	+6,208	New	+$206K	﹤0.01%	3461

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

LPL Financial's EFIV Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 7.5% in Q2 2026, buying an estimated $1.71M and bringing the position to 346,408 shares worth $25.3M. The position accounts for 0.01% of the portfolio, ranked #1436.

LPL Financial first reported a position in EFIV in Q4 2020 and has held it in 23 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

LPL Financial held 346,408 shares of State Street SPDR S&P 500 ESG ETF worth $25.3M as of Q2 2026.
LPL Financial bought 24,256 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $1.71M.
State Street SPDR S&P 500 ESG ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1436 holding.
LPL Financial first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2020 and has held it in 23 quarters since.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.