Rogco LP’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Rogco LP’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	$2.01M	Buy	+31,794	New	+$2.1M	0.67%	23

Other funds holding EFIV

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Financial Network Wealth Management Draper, Utah $316M AUM

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Rogco LP's EFIV Position: Q1 2026 in Review

Rogco LP opened a new position in State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2026: 31,794 shares worth $2.01M. The stake represents 0.67% of the portfolio and ranks #23 among its holdings.

131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Rogco LP held 31,794 shares of State Street SPDR S&P 500 ESG ETF worth $2.01M as of Q1 2026.
State Street SPDR S&P 500 ESG ETF was a new Rogco LP position in Q1 2026.
State Street SPDR S&P 500 ESG ETF made up 0.67% of Rogco LP's portfolio in Q1 2026, its #23 holding.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Rogco LP's 13F filing for Q1 2026, filed 5 May 2026.