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

Retirement Income Solutions’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	$955K	Hold	15,138	–	–	0.16%	56
2026 Q1	$955K	Sell	15,138 -146	-1%	-$9.65K	0.16%	56
2025 Q4	$1.01M	Buy	15,284 +1,442	+10%	+$93.8K	0.17%	52
2025 Q3	$880K	Sell	13,842 -767	-5%	-$46.8K	0.15%	57
2025 Q2	$855K	Buy	14,609 +1,012	+7%	+$54.8K	0.16%	56
2025 Q1	$727K	Hold	13,597	–	–	0.15%	57
2024 Q4	$768K	Sell	13,597 -39	-0.3%	-$2.23K	0.16%	53
2024 Q3	$760K	Hold	13,636	–	–	0.17%	54
2024 Q2	$724K	Sell	13,636 -5,711	-30%	-$291K	0.17%	53
2024 Q1	$980K	Sell	19,347 -1,015	-5%	-$49K	0.22%	49
2023 Q4	$941K	Buy	20,362 +2,560	+14%	+$111K	0.23%	48
2023 Q3	$739K	Buy	17,802 +836	+5%	+$36.1K	0.21%	55
2023 Q2	$730K	Buy	16,966 +2,495	+17%	+$102K	0.2%	58
2023 Q1	$571K	Sell	14,471 -318	-2%	-$12.2K	0.17%	66
2022 Q4	$542K	Buy	14,789 +7,427	+101%	+$274K	0.17%	65
2022 Q3	$255K	Buy	7,362 +829	+13%	+$31.5K	0.09%	95
2022 Q2	$237K	Sell	6,533 -16,302	-71%	-$640K	0.08%	96
2022 Q1	$991K	Buy	+22,835	New	+$975K	0.27%	36

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Retirement Income Solutions's EFIV Position: Q2 2026 in Review

Retirement Income Solutions held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 15,138 shares worth $955K. The position accounts for 0.16% of the portfolio, ranked #56.

Retirement Income Solutions first reported a position in EFIV in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.01M in Q4 2025. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Retirement Income Solutions held 15,138 shares of State Street SPDR S&P 500 ESG ETF worth $955K as of Q2 2026.
Retirement Income Solutions 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 0.16% of Retirement Income Solutions's portfolio in Q2 2026, its #56 holding.
Retirement Income Solutions first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2022 and has held it in 18 quarters since.
Retirement Income Solutions's State Street SPDR S&P 500 ESG ETF position peaked at $1.01M in Q4 2025.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.