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Orion Portfolio Solutions’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-7,485
Closed -$345K – 1701
2023
Q4 		$345K Sell
7,485
-963
-11% -$41.8K ﹤0.01% 1350
2023
Q3 		$351K Buy
+8,448
New +$365K ﹤0.01% 1321

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Financial Engines Advisors
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

Orion Portfolio Solutions's EFIV Position: Q1 2024 in Review

Orion Portfolio Solutions sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2024, closing a stake of 7,485 shares — an estimated $345K sold.

Orion Portfolio Solutions first reported a position in EFIV in Q3 2023 and held it in 2 quarters. The position peaked at $351K in Q3 2023. 92 funds tracked by Wall St. Rank hold EFIV as of Q1 2024.

  • Orion Portfolio Solutions reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7,485 State Street SPDR S&P 500 ESG ETF shares in Q1 2024, an estimated $345K.
  • Orion Portfolio Solutions first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2023 and held it in 2 quarters.
  • Orion Portfolio Solutions's State Street SPDR S&P 500 ESG ETF position peaked at $351K in Q3 2023.
  • 92 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2024.

Based on Orion Portfolio Solutions's 13F filing for Q1 2024, filed 9 May 2024.