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P.J. Schmidt Investment Management (PJS)’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$797K Buy
10,922
+46
+0.4% +$3.23K 0.12% 92
2026
Q1 		$686K Buy
10,876
+6,673
+159% +$441K 0.12% 97
2025
Q4 		$278K Buy
4,203
+757
+22% +$49.2K 0.05% 172
2025
Q3 		$219K Sell
3,446
-14
-0.4% -$854 0.04% 191
2025
Q2 		$203K Buy
+3,460
New +$187K 0.04% 186

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 $1.42B AUM 19.14% 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
Allworth Financial
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
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s EFIV Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.42% in Q2 2026, buying an estimated $3.23K and bringing the position to 10,922 shares worth $797K. The position accounts for 0.12% of the portfolio, ranked #92.

P.J. Schmidt Investment Management (PJS) first reported a position in EFIV in Q2 2025 and has held it in 5 quarters since. 142 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 10,922 shares of State Street SPDR S&P 500 ESG ETF worth $797K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 46 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $3.23K.
  • State Street SPDR S&P 500 ESG ETF made up 0.12% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #92 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2025 and has held it in 5 quarters since.
  • 142 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.