Richard P. Slaughter Associates’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Richard P. Slaughter Associates’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	$2.17M	Buy	29,764 +1,400	+5%	+$98.4K	0.43%	37
2026 Q1	$1.79M	Buy	28,364 +3,198	+13%	+$211K	0.39%	34
2025 Q4	$1.66M	Sell	25,166 -677	-3%	-$44K	0.35%	35
2025 Q3	$1.64M	Sell	25,843 -4,451	-15%	-$271K	0.35%	37
2025 Q2	$1.77M	Buy	30,294 +9,247	+44%	+$501K	0.36%	41
2025 Q1	$1.13M	Buy	+21,047	New	+$1.18M	0.26%	54

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

Richard P. Slaughter Associates's EFIV Position: Q2 2026 in Review

Richard P. Slaughter Associates increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 4.9% in Q2 2026, buying an estimated $98.4K and bringing the position to 29,764 shares worth $2.17M. The position accounts for 0.43% of the portfolio, ranked #37.

Richard P. Slaughter Associates first reported a position in EFIV in Q1 2025 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Richard P. Slaughter Associates held 29,764 shares of State Street SPDR S&P 500 ESG ETF worth $2.17M as of Q2 2026.
Richard P. Slaughter Associates bought 1,400 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $98.4K.
State Street SPDR S&P 500 ESG ETF made up 0.43% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #37 holding.
Richard P. Slaughter Associates first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2025 and has held it in 6 quarters since.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.