OFG
EFIV icon

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

Opulen 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
2026
Q2 		$717K Buy
9,827
+1,136
+13% +$79.9K 0.45% 46
2026
Q1 		$548K Buy
8,691
+22
+0.3% +$1.45K 0.39% 56
2025
Q4 		$573K Buy
8,669
+23
+0.3% +$1.5K 0.42% 53
2025
Q3 		$550K Buy
8,646
+142
+2% +$8.66K 0.42% 54
2025
Q2 		$498K Buy
8,504
+2
+0% +$108 0.41% 55
2025
Q1 		$455K Buy
8,502
+11
+0.1% +$618 0.41% 55
2024
Q4 		$480K Buy
+8,491
New +$484K 0.44% 54

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

Opulen Financial Group's EFIV Position: Q2 2026 in Review

Opulen Financial Group increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 13% in Q2 2026, buying an estimated $79.9K and bringing the position to 9,827 shares worth $717K. The position accounts for 0.45% of the portfolio, ranked #46.

Opulen Financial Group first reported a position in EFIV in Q4 2024 and has held it in 7 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Opulen Financial Group held 9,827 shares of State Street SPDR S&P 500 ESG ETF worth $717K as of Q2 2026.
  • Opulen Financial Group bought 1,136 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $79.9K.
  • State Street SPDR S&P 500 ESG ETF made up 0.45% of Opulen Financial Group's portfolio in Q2 2026, its #46 holding.
  • Opulen Financial Group first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2024 and has held it in 7 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.