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

Mount Yale 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
2025
Q3 		– Sell
-1,109
Closed -$64.9K – 922
2025
Q2 		$64.9K Buy
+1,109
New +$60.1K 0.01% 741

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Provida Pension Fund Administrator
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Mount Yale Investment Advisors's EFIV Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q3 2025, closing a stake of 1,109 shares — an estimated $64.9K sold.

Mount Yale Investment Advisors first reported a position in EFIV in Q2 2025 and held it in 1 quarter. The position peaked at $64.9K in Q2 2025. 115 funds tracked by Wall St. Rank hold EFIV as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,109 State Street SPDR S&P 500 ESG ETF shares in Q3 2025, an estimated $64.9K.
  • Mount Yale Investment Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $64.9K in Q2 2025.
  • 115 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.