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

OmniStar Financial Group’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
2024 Q2	–	Sell	-9,960	Closed	-$504K	–	121
2024 Q1	$504K	Sell	9,960 -1,595	-14%	-$77K	0.46%	88
2023 Q4	$534K	Sell	11,555 -479	-4%	-$20.8K	0.67%	58
2023 Q3	$502K	Sell	12,034 -2	-0%	-$86	0.6%	62
2023 Q2	$518K	Sell	12,036 -23,435	-66%	-$953K	0.61%	61
2023 Q1	$1.4M	Buy	+35,471	New	+$1.36M	1.78%	12

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

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

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

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

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

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

OmniStar Financial Group's EFIV Position: Q2 2024 in Review

OmniStar Financial Group sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2024, closing a stake of 9,960 shares — an estimated $504K sold.

OmniStar Financial Group first reported a position in EFIV in Q1 2023 and held it in 5 quarters. The position peaked at $1.4M in Q1 2023. 104 funds tracked by Wall St. Rank hold EFIV as of Q2 2024.

OmniStar Financial Group reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2024 after selling out during the quarter.
OmniStar Financial Group sold 9,960 State Street SPDR S&P 500 ESG ETF shares in Q2 2024, an estimated $504K.
OmniStar Financial Group first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2023 and held it in 5 quarters.
OmniStar Financial Group's State Street SPDR S&P 500 ESG ETF position peaked at $1.4M in Q1 2023.
104 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2024.

Based on OmniStar Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.