MFA
EFIV icon

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

McClarren Financial Advisors’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 		$400K Hold
5,490
– – 0.21% 56
2026
Q1 		$346K Buy
5,490
+5,424
+8,218% +$359K 0.21% 59
2025
Q4 		$362K Sell
66
-5,395
-99% -$351K 0.22% 55
2025
Q3 		$347K Buy
5,461
+14
+0.3% +$854 0.21% 58
2025
Q2 		$319K Buy
5,447
+17
+0.3% +$921 0.21% 59
2025
Q1 		$290K Sell
5,430
-1,328
-20% -$74.6K 0.19% 59
2024
Q4 		$381K Buy
6,758
+1,361
+25% +$77.6K 1.07% 15
2024
Q3 		$300K Buy
5,397
+5,344
+10,083% +$288K 0.04% 64
2024
Q2 		$285K Buy
+53
New +$2.7K 0.2% 59

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 $1.42B AUM 19.14% 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
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

McClarren Financial Advisors's EFIV Position: Q2 2026 in Review

McClarren Financial Advisors held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 5,490 shares worth $400K. The position accounts for 0.21% of the portfolio, ranked #56.

McClarren Financial Advisors first reported a position in EFIV in Q2 2024 and has held it in 9 quarters since. 142 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • McClarren Financial Advisors held 5,490 shares of State Street SPDR S&P 500 ESG ETF worth $400K as of Q2 2026.
  • McClarren Financial Advisors left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ESG ETF made up 0.21% of McClarren Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • McClarren Financial Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2024 and has held it in 9 quarters since.
  • 142 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.