NorthRock Partners’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

NorthRock Partners’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	-1,042	Closed	-$55.7K	–	738
2025 Q1	$55.7K	Hold	1,042	–	–	﹤0.01%	675
2024 Q4	$58.9K	Hold	1,042	–	–	﹤0.01%	645
2024 Q3	$58.1K	Hold	1,042	–	–	﹤0.01%	684
2024 Q2	$55.3K	Hold	1,042	–	–	﹤0.01%	660
2024 Q1	$52.8K	Sell	1,042 -1,017	-49%	-$49.1K	﹤0.01%	661
2023 Q4	$95.1K	Buy	+2,059	New	+$89.3K	﹤0.01%	594

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $530M AUM 19.89% 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

NorthRock Partners's EFIV Position: Q2 2025 in Review

NorthRock Partners sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2025, closing a stake of 1,042 shares — an estimated $55.7K sold.

NorthRock Partners first reported a position in EFIV in Q4 2023 and held it in 6 quarters. The position peaked at $95.1K in Q4 2023. 113 funds tracked by Wall St. Rank hold EFIV as of Q2 2025.

NorthRock Partners reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 1,042 State Street SPDR S&P 500 ESG ETF shares in Q2 2025, an estimated $55.7K.
NorthRock Partners first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2023 and held it in 6 quarters.
NorthRock Partners's State Street SPDR S&P 500 ESG ETF position peaked at $95.1K in Q4 2023.
113 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.