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 Q3	$2.11M	Sell	28,540 -1,224	-4%	-$90.3K	0.42%	36
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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

FinArc Investments Norwood, Massachusetts $113M AUM

VWM

Verus Wealth Management De Pere, Wisconsin $159M AUM 11.71% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Richard P. Slaughter Associates's EFIV Position: Q3 2026 in Review

Richard P. Slaughter Associates reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 4.1% in Q3 2026, selling an estimated $90.3K and leaving 28,540 shares worth $2.11M. The position accounts for 0.42% of the portfolio, ranked #36.

Richard P. Slaughter Associates first reported a position in EFIV in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.17M in Q2 2026. 14 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

Richard P. Slaughter Associates held 28,540 shares of State Street SPDR S&P 500 ESG ETF worth $2.11M as of Q3 2026.
Richard P. Slaughter Associates sold 1,224 State Street SPDR S&P 500 ESG ETF shares in Q3 2026, an estimated $90.3K.
State Street SPDR S&P 500 ESG ETF made up 0.42% of Richard P. Slaughter Associates's portfolio in Q3 2026, its #36 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 7 quarters since.
Richard P. Slaughter Associates's State Street SPDR S&P 500 ESG ETF position peaked at $2.17M in Q2 2026.
14 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2026, filed 13 Oct 2026.