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

Milestone Investment 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 		$160K Buy
2,200
+175
+9% +$12.3K 0.03% 95
2026
Q1 		$128K Buy
2,025
+1,008
+99% +$66.6K 0.03% 97
2025
Q4 		$67.3K Buy
1,017
+197
+24% +$12.8K 0.02% 106
2025
Q3 		$52.1K Buy
820
+3
+0.4% +$183 0.01% 104
2025
Q2 		$47.9K Buy
817
+2
+0.2% +$108 0.01% 104
2025
Q1 		$43.6K Buy
815
+3
+0.4% +$169 0.01% 105
2024
Q4 		$45.9K Buy
+812
New +$46.3K 0.01% 106

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

Milestone Investment Advisors's EFIV Position: Q2 2026 in Review

Milestone Investment Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 8.6% in Q2 2026, buying an estimated $12.3K and bringing the position to 2,200 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #95.

Milestone Investment Advisors first reported a position in EFIV in Q4 2024 and has held it in 7 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Milestone Investment Advisors held 2,200 shares of State Street SPDR S&P 500 ESG ETF worth $160K as of Q2 2026.
  • Milestone Investment Advisors bought 175 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $12.3K.
  • State Street SPDR S&P 500 ESG ETF made up 0.03% of Milestone Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • Milestone Investment Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2024 and has held it in 7 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.