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PFS Investments’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

PFS Investments’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
2023
Q2 		$4.51M Sell
104,686
-1,421
-1% -$57.8K 0.07% 236
2023
Q1 		$4.19M Buy
106,107
+1,361
+1% +$52.1K 0.07% 229
2022
Q4 		$3.84M Sell
104,746
-66,663
-39% -$2.46M 0.07% 223
2022
Q3 		$5.83M Buy
171,409
+26,285
+18% +$999K 0.11% 160
2022
Q2 		$5.26M Sell
145,124
-2,620
-2% -$103K 0.11% 177
2022
Q1 		$6.42M Buy
147,744
+80,708
+120% +$3.44M 0.12% 162
2021
Q4 		$3.04M Buy
+67,036
New +$2.93M 0.06% 234

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

PFS Investments's EFIV Position: Q2 2023 in Review

PFS Investments reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 1.3% in Q2 2023, selling an estimated $57.8K and leaving 104,686 shares worth $4.51M. The position accounts for 0.07% of the portfolio, ranked #236.

PFS Investments first reported a position in EFIV in Q4 2021 and has held it in 7 quarters since. The position peaked at $6.42M in Q1 2022. 75 funds tracked by Wall St. Rank hold EFIV as of Q2 2023.

  • PFS Investments held 104,686 shares of State Street SPDR S&P 500 ESG ETF worth $4.51M as of Q2 2023.
  • PFS Investments sold 1,421 State Street SPDR S&P 500 ESG ETF shares in Q2 2023, an estimated $57.8K.
  • State Street SPDR S&P 500 ESG ETF made up 0.07% of PFS Investments's portfolio in Q2 2023, its #236 holding.
  • PFS Investments first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2021 and has held it in 7 quarters since.
  • PFS Investments's State Street SPDR S&P 500 ESG ETF position peaked at $6.42M in Q1 2022.
  • 75 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.