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

One 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 Q1	$954K	Sell	15,118 -269	-2%	-$17.8K	0.03%	309
2025 Q4	$1.02M	Sell	15,387 -4,243	-22%	-$276K	0.03%	298
2025 Q3	$1.25M	Sell	19,630 -13,659	-41%	-$833K	0.04%	235
2025 Q2	$1.95M	Sell	33,289 -14,625	-31%	-$792K	0.07%	158
2025 Q1	$2.56M	Sell	47,914 -1,276	-3%	-$71.7K	0.09%	155
2024 Q4	$2.78M	Sell	49,190 -5,551	-10%	-$317K	0.09%	142
2024 Q3	$3.05M	Sell	54,741 -724	-1%	-$39K	0.1%	142
2024 Q2	$2.95M	Sell	55,465 -45	-0.1%	-$2.29K	0.1%	147
2024 Q1	$2.81M	Sell	55,510 -984	-2%	-$47.5K	0.1%	131
2023 Q4	$2.61M	Sell	56,494 -3,728	-6%	-$162K	0.1%	139
2023 Q3	$2.5M	Buy	60,222 +3,190	+6%	+$138K	0.11%	134
2023 Q2	$2.46M	Buy	+57,032	New	+$2.32M	0.11%	133

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

One Capital Management's EFIV Position: Q1 2026 in Review

One Capital Management reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 1.7% in Q1 2026, selling an estimated $17.8K and leaving 15,118 shares worth $954K. The position accounts for 0.03% of the portfolio, ranked #309.

One Capital Management first reported a position in EFIV in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.05M in Q3 2024. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

One Capital Management held 15,118 shares of State Street SPDR S&P 500 ESG ETF worth $954K as of Q1 2026.
One Capital Management sold 269 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $17.8K.
State Street SPDR S&P 500 ESG ETF made up 0.03% of One Capital Management's portfolio in Q1 2026, its #309 holding.
One Capital Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2023 and has held it in 12 quarters since.
One Capital Management's State Street SPDR S&P 500 ESG ETF position peaked at $3.05M in Q3 2024.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.