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

Pacific Capital Wealth 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
2025
Q1 		– Sell
-419
Closed -$23.7K – 171
2024
Q4 		$23.7K Hold
419
– – ﹤0.01% 206
2024
Q3 		$23.4K Buy
419
+5
+1% +$270 ﹤0.01% 222
2024
Q2 		$22K Buy
+414
New +$21.1K ﹤0.01% 220

Other funds holding EFIV

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Pacific Capital Wealth Advisors's EFIV Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2025, closing a stake of 419 shares — an estimated $23.7K sold.

Pacific Capital Wealth Advisors first reported a position in EFIV in Q2 2024 and held it in 3 quarters. The position peaked at $23.7K in Q4 2024. 113 funds tracked by Wall St. Rank hold EFIV as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 419 State Street SPDR S&P 500 ESG ETF shares in Q1 2025, an estimated $23.7K.
  • Pacific Capital Wealth Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $23.7K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.