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Novare Capital Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Novare Capital Management’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 		$401K Buy
5,493
+300
+6% +$21.1K 0.03% 164
2026
Q1 		$328K Hold
5,193
– – 0.03% 157
2025
Q4 		$344K Buy
5,193
+100
+2% +$6.5K 0.03% 157
2025
Q3 		$324K Hold
5,093
– – 0.02% 162
2025
Q2 		$298K Buy
+5,093
New +$276K 0.02% 165

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
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Novare Capital Management's EFIV Position: Q2 2026 in Review

Novare Capital Management increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 5.8% in Q2 2026, buying an estimated $21.1K and bringing the position to 5,493 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #164.

Novare Capital Management first reported a position in EFIV in Q2 2025 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Novare Capital Management held 5,493 shares of State Street SPDR S&P 500 ESG ETF worth $401K as of Q2 2026.
  • Novare Capital Management bought 300 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $21.1K.
  • State Street SPDR S&P 500 ESG ETF made up 0.03% of Novare Capital Management's portfolio in Q2 2026, its #164 holding.
  • Novare Capital Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2025 and has held it in 5 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.