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 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 $2.21B 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

P.J. Schmidt Investment Management (PJS)'s EFIV Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 159% in Q1 2026, buying an estimated $441K and bringing the position to 10,876 shares worth $686K. The position accounts for 0.12% of the portfolio, ranked #97.

P.J. Schmidt Investment Management (PJS) first reported a position in EFIV in Q2 2025 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

P.J. Schmidt Investment Management (PJS) held 10,876 shares of State Street SPDR S&P 500 ESG ETF worth $686K as of Q1 2026.
P.J. Schmidt Investment Management (PJS) bought 6,673 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $441K.
State Street SPDR S&P 500 ESG ETF made up 0.12% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #97 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 4 quarters since.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.