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 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 $2.21B 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

R.W. Roge & Company's EFIV Position: Q1 2026 in Review

R.W. Roge & Company increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 1.9% in Q1 2026, buying an estimated $26.6K and bringing the position to 21,071 shares worth $1.33M. The position accounts for 0.63% of the portfolio, ranked #25.

R.W. Roge & Company first reported a position in EFIV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.37M in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

R.W. Roge & Company held 21,071 shares of State Street SPDR S&P 500 ESG ETF worth $1.33M as of Q1 2026.
R.W. Roge & Company bought 402 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $26.6K.
State Street SPDR S&P 500 ESG ETF made up 0.63% of R.W. Roge & Company's portfolio in Q1 2026, its #25 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 13 quarters since.
R.W. Roge & Company's State Street SPDR S&P 500 ESG ETF position peaked at $1.37M in Q4 2025.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on R.W. Roge & Company's 13F filing for Q1 2026, filed 1 May 2026.