Per Stirling Capital Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Per Stirling Capital Management’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	$535K	Sell	7,334 -88	-1%	-$6.19K	0.05%	215
2026 Q1	$468K	Buy	7,422 +611	+9%	+$40.4K	0.05%	205
2025 Q4	$451K	Hold	6,811	–	–	0.05%	193
2025 Q3	$433K	Hold	6,811	–	–	0.05%	195
2025 Q2	$399K	Sell	6,811 -117	-2%	-$6.34K	0.05%	191
2025 Q1	$371K	Hold	6,928	–	–	0.05%	195
2024 Q4	$391K	Buy	6,928 +2,650	+62%	+$151K	0.06%	191
2024 Q3	$239K	Sell	4,278 -184	-4%	-$9.92K	0.03%	238
2024 Q2	$237K	Sell	4,462 -1,281	-22%	-$65.2K	0.04%	222
2024 Q1	$291K	Buy	+5,743	New	+$277K	0.05%	196

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Per Stirling Capital Management's EFIV Position: Q2 2026 in Review

Per Stirling Capital Management reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 1.2% in Q2 2026, selling an estimated $6.19K and leaving 7,334 shares worth $535K. The position accounts for 0.05% of the portfolio, ranked #215.

Per Stirling Capital Management first reported a position in EFIV in Q1 2024 and has held it in 10 quarters since. 142 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Per Stirling Capital Management held 7,334 shares of State Street SPDR S&P 500 ESG ETF worth $535K as of Q2 2026.
Per Stirling Capital Management sold 88 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $6.19K.
State Street SPDR S&P 500 ESG ETF made up 0.05% of Per Stirling Capital Management's portfolio in Q2 2026, its #215 holding.
Per Stirling Capital Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2024 and has held it in 10 quarters since.
142 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.