RWRC
EFIV icon

R.W. Roge & Company’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

R.W. Roge & Company’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 		$1.54M Hold
21,071
– – 0.64% 27
2026
Q1 		$1.33M Buy
21,071
+402
+2% +$26.6K 0.63% 25
2025
Q4 		$1.37M Buy
20,669
+34
+0.2% +$2.21K 0.68% 24
2025
Q3 		$1.31M Buy
20,635
+4,140
+25% +$252K 0.67% 24
2025
Q2 		$965K Sell
16,495
-1,588
-9% -$86K 0.55% 23
2025
Q1 		$967K Buy
18,083
+516
+3% +$29K 0.53% 24
2024
Q4 		$992K Buy
17,567
+5,408
+44% +$309K 0.54% 22
2024
Q3 		$677K Buy
12,159
+36
+0.3% +$1.94K 0.36% 26
2024
Q2 		$643K Buy
12,123
+29
+0.2% +$1.48K 0.37% 25
2024
Q1 		$613K Buy
12,094
+2,053
+20% +$99.1K 0.37% 24
2023
Q4 		$463K Sell
10,041
-105
-1% -$4.55K 0.3% 28
2023
Q3 		$405K Sell
10,146
-148
-1% -$6.4K 0.3% 31
2023
Q2 		$443K Sell
10,294
-500
-5% -$20.3K 0.31% 27
2023
Q1 		$425K Buy
+10,794
New +$413K 0.27% 27

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
TF
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
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

R.W. Roge & Company's EFIV Position: Q2 2026 in Review

R.W. Roge & Company held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 21,071 shares worth $1.54M. The position accounts for 0.64% of the portfolio, ranked #27.

R.W. Roge & Company first reported a position in EFIV in Q1 2023 and has held it in 14 quarters since. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • R.W. Roge & Company held 21,071 shares of State Street SPDR S&P 500 ESG ETF worth $1.54M as of Q2 2026.
  • R.W. Roge & Company left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ESG ETF made up 0.64% of R.W. Roge & Company's portfolio in Q2 2026, its #27 holding.
  • R.W. Roge & Company first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2023 and has held it in 14 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on R.W. Roge & Company's 13F filing for Q2 2026, filed 3 Aug 2026.