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Raymond James Financial Services Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$599K Buy
10,751
+725
+7% +$39.1K ﹤0.01% 2493
2024
Q2 		$532K Buy
10,026
+102
+1% +$5.19K ﹤0.01% 2489
2024
Q1 		$503K Buy
9,924
+3,204
+48% +$155K ﹤0.01% 2502
2023
Q4 		$310K Buy
+6,720
New +$291K ﹤0.01% 2717

Other funds holding EFIV

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Raymond James Financial Services Advisors's EFIV Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 7.2% in Q3 2024, buying an estimated $39.1K and bringing the position to 10,751 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Raymond James Financial Services Advisors first reported a position in EFIV in Q4 2023 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold EFIV as of Q3 2024.

  • Raymond James Financial Services Advisors held 10,751 shares of State Street SPDR S&P 500 ESG ETF worth $599K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 725 State Street SPDR S&P 500 ESG ETF shares in Q3 2024, an estimated $39.1K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2493 holding.
  • Raymond James Financial Services Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2023 and has held it in 4 quarters since.
  • 107 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.