MFG
EFIV icon

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

Merit Financial Group’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
2023
Q3 		– Sell
-4,889
Closed -$210K – 752
2023
Q2 		$210K Buy
+4,889
New +$199K 0.01% 693
2022
Q4 		– Sell
-57,271
Closed -$1.95M – 701
2022
Q3 		$1.95M Buy
+57,271
New +$2.18M 0.08% 162

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Merit Financial Group's EFIV Position: Q3 2023 in Review

Merit Financial Group sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q3 2023, closing a stake of 4,889 shares — an estimated $210K sold.

Merit Financial Group first reported a position in EFIV in Q3 2022 and held it in 2 quarters. The position peaked at $1.95M in Q3 2022. 78 funds tracked by Wall St. Rank hold EFIV as of Q3 2023.

  • Merit Financial Group reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q3 2023 after selling out during the quarter.
  • Merit Financial Group sold 4,889 State Street SPDR S&P 500 ESG ETF shares in Q3 2023, an estimated $210K.
  • Merit Financial Group first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2022 and held it in 2 quarters.
  • Merit Financial Group's State Street SPDR S&P 500 ESG ETF position peaked at $1.95M in Q3 2022.
  • 78 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2023.

Based on Merit Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.