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Operose Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Operose Advisors’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 		– Sell
-8,409
Closed -$530K – 566
2026
Q1 		$530K Buy
8,409
+23
+0.3% +$1.52K 0.12% 84
2025
Q4 		$555K Buy
8,386
+22
+0.3% +$1.43K 0.13% 82
2025
Q3 		$532K Buy
8,364
+21
+0.3% +$1.28K 0.13% 79
2025
Q2 		$488K Buy
8,343
+25
+0.3% +$1.35K 0.14% 77
2025
Q1 		$445K Buy
8,318
+25
+0.3% +$1.41K 0.15% 78
2024
Q4 		$468K Buy
8,293
+27
+0.3% +$1.54K 0.16% 79
2024
Q3 		$461K Buy
8,266
+25
+0.3% +$1.35K 0.15% 89
2024
Q2 		$438K Buy
8,241
+27
+0.3% +$1.37K 0.15% 84
2024
Q1 		$416K Buy
8,214
+24
+0.3% +$1.16K 0.14% 98
2023
Q4 		$378K Buy
8,190
+31
+0.4% +$1.34K 0.15% 71
2023
Q3 		$339K Buy
8,159
+29
+0.4% +$1.25K 0.13% 75
2023
Q2 		$350K Buy
8,130
+30
+0.4% +$1.22K 0.16% 57
2023
Q1 		$319K Buy
8,100
+33
+0.4% +$1.26K 0.16% 46
2022
Q4 		$296K Buy
8,067
+38
+0.5% +$1.4K 0.16% 54
2022
Q3 		$273K Buy
8,029
+32
+0.4% +$1.22K 0.18% 46
2022
Q2 		$290K Buy
7,997
+32
+0.4% +$1.26K 0.2% 38
2022
Q1 		$346K Buy
7,965
+25
+0.3% +$1.07K 0.24% 39
2021
Q4 		$360K Buy
+7,940
New +$347K 0.29% 38

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

Operose Advisors's EFIV Position: Q2 2026 in Review

Operose Advisors sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2026, closing a stake of 8,409 shares — an estimated $530K sold.

Operose Advisors first reported a position in EFIV in Q4 2021 and held it in 18 quarters. The position peaked at $555K in Q4 2025. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Operose Advisors reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 8,409 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $530K.
  • Operose Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2021 and held it in 18 quarters.
  • Operose Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $555K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.