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

Mattson Financial Services’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
2025
Q2 		– Sell
-654
Closed -$35K – 212
2025
Q1 		$35K Buy
654
+51
+8% +$2.87K 0.01% 196
2024
Q4 		$33.6K Sell
603
-190
-24% -$10.8K 0.01% 198
2024
Q3 		$42.1K Hold
793
– – 0.02% 175
2024
Q2 		$42.1K Buy
+793
New +$40.4K 0.02% 175

Other funds holding EFIV

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Mattson Financial Services's EFIV Position: Q2 2025 in Review

Mattson Financial Services sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2025, closing a stake of 654 shares — an estimated $35K sold.

Mattson Financial Services first reported a position in EFIV in Q2 2024 and held it in 4 quarters. The position peaked at $42.1K in Q3 2024. 113 funds tracked by Wall St. Rank hold EFIV as of Q2 2025.

  • Mattson Financial Services reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 654 State Street SPDR S&P 500 ESG ETF shares in Q2 2025, an estimated $35K.
  • Mattson Financial Services first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2024 and held it in 4 quarters.
  • Mattson Financial Services's State Street SPDR S&P 500 ESG ETF position peaked at $42.1K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.