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Retirement Capital Strategies’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Retirement Capital Strategies’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 		$9.91M Sell
157,122
-1,737
-1% -$115K 3.75% 8
2025
Q4 		$10.5M Sell
158,859
-9,483
-6% -$617K 3.9% 7
2025
Q3 		$10.7M Sell
168,342
-7,289
-4% -$444K 4.11% 7
2025
Q2 		$10.3M Sell
175,631
-32,402
-16% -$1.76M 4.07% 8
2025
Q1 		$11.1M Sell
208,033
-4,184
-2% -$235K 4.35% 4
2024
Q4 		$12M Sell
212,217
-473,038
-69% -$27M 4.54% 7
2024
Q3 		$38.2M Sell
685,255
-12,696
-2% -$684K 14.95% 2
2024
Q2 		$37.1M Buy
697,951
+557,254
+396% +$28.4M 14.86% 2
2024
Q1 		$7.12M Sell
140,697
-569,819
-80% -$27.5M 2.91% 10
2023
Q4 		$32.8M Buy
710,516
+587,261
+476% +$25.5M 14.23% 1
2023
Q3 		$5.11M Sell
123,255
-49,975
-29% -$2.16M 2.39% 11
2023
Q2 		$7.46M Buy
+173,230
New +$7.05M 3.43% 10
2023
Q1 		– Sell
-95,319
Closed -$3.49M – 46
2022
Q4 		$3.49M Buy
+95,319
New +$3.51M 1.72% 15
2022
Q2 		– Sell
-70,575
Closed -$2.96M – 60
2022
Q1 		$2.96M Buy
70,575
+29,446
+72% +$1.26M 1.19% 16
2021
Q4 		$1.86M Sell
41,129
-53
-0.1% -$2.31K 0.68% 26
2021
Q3 		$1.66M Buy
+41,182
New +$1.7M 0.64% 31

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Principal Financial Group
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 $226M AUM 20.18% 1-Year Est. Return

Retirement Capital Strategies's EFIV Position: Q1 2026 in Review

Retirement Capital Strategies reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 1.1% in Q1 2026, selling an estimated $115K and leaving 157,122 shares worth $9.91M. The position accounts for 3.75% of the portfolio, ranked #8.

Retirement Capital Strategies first reported a position in EFIV in Q3 2021 and has held it in 16 quarters since. The position peaked at $38.2M in Q3 2024. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Retirement Capital Strategies held 157,122 shares of State Street SPDR S&P 500 ESG ETF worth $9.91M as of Q1 2026.
  • Retirement Capital Strategies sold 1,737 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $115K.
  • State Street SPDR S&P 500 ESG ETF made up 3.75% of Retirement Capital Strategies's portfolio in Q1 2026, its #8 holding.
  • Retirement Capital Strategies first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2021 and has held it in 16 quarters since.
  • Retirement Capital Strategies's State Street SPDR S&P 500 ESG ETF position peaked at $38.2M in Q3 2024.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.