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 Q2	$1.93M	Sell	26,498 -4,291	-14%	-$302K	0.13%	143
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 $2.2B 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 $1.43B AUM 24.87% 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

Perennial Investment Advisors's EFIV Position: Q2 2026 in Review

Perennial Investment Advisors reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 14% in Q2 2026, selling an estimated $302K and leaving 26,498 shares worth $1.93M. The position accounts for 0.13% of the portfolio, ranked #143.

Perennial Investment Advisors first reported a position in EFIV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.94M in Q1 2026. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Perennial Investment Advisors held 26,498 shares of State Street SPDR S&P 500 ESG ETF worth $1.93M as of Q2 2026.
Perennial Investment Advisors sold 4,291 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $302K.
State Street SPDR S&P 500 ESG ETF made up 0.13% of Perennial Investment Advisors's portfolio in Q2 2026, its #143 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 9 quarters since.
Perennial Investment Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $1.94M in Q1 2026.
141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.