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

Mutual 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
2023
Q4 		– Sell
-8,888
Closed -$369K – 1028
2023
Q3 		$369K Buy
+8,888
New +$384K 0.01% 712

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 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
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Mutual Advisors's EFIV Position: Q4 2023 in Review

Mutual Advisors sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q4 2023, closing a stake of 8,888 shares — an estimated $369K sold.

Mutual Advisors first reported a position in EFIV in Q3 2023 and held it in 1 quarter. The position peaked at $369K in Q3 2023. 82 funds tracked by Wall St. Rank hold EFIV as of Q4 2023.

  • Mutual Advisors reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q4 2023 after selling out during the quarter.
  • Mutual Advisors sold 8,888 State Street SPDR S&P 500 ESG ETF shares in Q4 2023, an estimated $369K.
  • Mutual Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2023 and held it in 1 quarter.
  • Mutual Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $369K in Q3 2023.
  • 82 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2023.

Based on Mutual Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.