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

Napier Financial’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 		$1.69M Sell
23,155
-155
-0.7% -$10.9K 0.35% 38
2026
Q1 		$1.47M Sell
23,310
-1,595
-6% -$105K 0.34% 39
2025
Q4 		$1.65M Buy
+24,905
New +$1.62M 0.41% 35

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

Napier Financial's EFIV Position: Q2 2026 in Review

Napier Financial reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.66% in Q2 2026, selling an estimated $10.9K and leaving 23,155 shares worth $1.69M. The position accounts for 0.35% of the portfolio, ranked #38.

Napier Financial first reported a position in EFIV in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Napier Financial held 23,155 shares of State Street SPDR S&P 500 ESG ETF worth $1.69M as of Q2 2026.
  • Napier Financial sold 155 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $10.9K.
  • State Street SPDR S&P 500 ESG ETF made up 0.35% of Napier Financial's portfolio in Q2 2026, its #38 holding.
  • Napier Financial first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.