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 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 $2.21B 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 $595M AUM 25.98% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Per Stirling Capital Management's EFIV Position: Q1 2026 in Review

Per Stirling Capital Management increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 9% in Q1 2026, buying an estimated $40.4K and bringing the position to 7,422 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #205.

Per Stirling Capital Management first reported a position in EFIV in Q1 2024 and has held it in 9 quarters since. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Per Stirling Capital Management held 7,422 shares of State Street SPDR S&P 500 ESG ETF worth $468K as of Q1 2026.
Per Stirling Capital Management bought 611 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $40.4K.
State Street SPDR S&P 500 ESG ETF made up 0.05% of Per Stirling Capital Management's portfolio in Q1 2026, its #205 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 9 quarters since.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.