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N.E.W. Advisory Services’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

N.E.W. Advisory Services’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
Q2 		– Sell
-22
Closed -$1.18K – 858
2025
Q1 		$1.18K Buy
+22
New +$1.24K ﹤0.01% 847

Other funds holding EFIV

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

N.E.W. Advisory Services's EFIV Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2025, closing a stake of 22 shares — an estimated $1.18K sold.

N.E.W. Advisory Services first reported a position in EFIV in Q1 2025 and held it in 1 quarter. The position peaked at $1.18K in Q1 2025. 113 funds tracked by Wall St. Rank hold EFIV as of Q2 2025.

  • N.E.W. Advisory Services reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 22 State Street SPDR S&P 500 ESG ETF shares in Q2 2025, an estimated $1.18K.
  • N.E.W. Advisory Services first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2025 and held it in 1 quarter.
  • N.E.W. Advisory Services's State Street SPDR S&P 500 ESG ETF position peaked at $1.18K in Q1 2025.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.