MFGM
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Marshall Financial Group (Maryland)’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Marshall Financial Group (Maryland)’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 		$435K Sell
5,963
-84
-1% -$5.91K 0.06% 225
2026
Q1 		$381K Buy
6,047
+685
+13% +$45.3K 0.06% 224
2025
Q4 		$355K Sell
5,362
-412
-7% -$26.8K 0.07% 226
2025
Q3 		$367K Sell
5,774
-33
-0.6% -$2.01K 0.07% 198
2025
Q2 		$341K Sell
5,807
-263
-4% -$14.3K 0.07% 203
2025
Q1 		$325K Hold
6,070
– – 0.07% 187
2024
Q4 		$343K Sell
6,070
-349
-5% -$19.9K 0.08% 168
2024
Q3 		$358K Sell
6,419
-138
-2% -$7.44K 0.09% 168
2024
Q2 		$348K Hold
6,557
– – 0.1% 141
2024
Q1 		$332K Buy
6,557
+428
+7% +$20.7K 0.1% 144
2023
Q4 		$283K Sell
6,129
-1,444
-19% -$62.6K 0.09% 152
2023
Q3 		$314K Sell
7,573
-48
-0.6% -$2.08K 0.11% 144
2023
Q2 		$328K Buy
7,621
+1,500
+25% +$61K 0.11% 140
2023
Q1 		$241K Buy
+6,121
New +$234K 0.09% 157

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

Marshall Financial Group (Maryland)'s EFIV Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 1.4% in Q2 2026, selling an estimated $5.91K and leaving 5,963 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #225.

Marshall Financial Group (Maryland) first reported a position in EFIV in Q1 2023 and has held it in 14 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Marshall Financial Group (Maryland) held 5,963 shares of State Street SPDR S&P 500 ESG ETF worth $435K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 84 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $5.91K.
  • State Street SPDR S&P 500 ESG ETF made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #225 holding.
  • Marshall Financial Group (Maryland) first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2023 and has held it in 14 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.