Perennial Investment Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Perennial Investment 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
2026 Q1	$1.94M	Buy	30,789 +8,344	+37%	+$552K	0.15%	116
2025 Q4	$1.48M	Buy	22,445 +922	+4%	+$60K	0.12%	146
2025 Q3	$1.37M	Buy	21,523 +861	+4%	+$52.5K	0.11%	150
2025 Q2	$1.21M	Buy	20,662 +1,433	+7%	+$77.6K	0.12%	159
2025 Q1	$1.03M	Buy	19,229 +8,741	+83%	+$491K	0.12%	158
2024 Q4	$592K	Buy	10,488 +1,832	+21%	+$105K	0.07%	208
2024 Q3	$483K	Buy	8,656 +3,458	+67%	+$186K	0.06%	218
2024 Q2	$276K	Buy	+5,198	New	+$264K	0.04%	289

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

Perennial Investment Advisors's EFIV Position: Q1 2026 in Review

Perennial Investment Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 37% in Q1 2026, buying an estimated $552K and bringing the position to 30,789 shares worth $1.94M. The position accounts for 0.15% of the portfolio, ranked #116.

Perennial Investment Advisors first reported a position in EFIV in Q2 2024 and has held it in 8 quarters since. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Perennial Investment Advisors held 30,789 shares of State Street SPDR S&P 500 ESG ETF worth $1.94M as of Q1 2026.
Perennial Investment Advisors bought 8,344 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $552K.
State Street SPDR S&P 500 ESG ETF made up 0.15% of Perennial Investment Advisors's portfolio in Q1 2026, its #116 holding.
Perennial Investment Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2024 and has held it in 8 quarters since.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.