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Rossby Financial’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Rossby Financial’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 		$82.6K Sell
1,133
-31
-3% -$2.18K 0.02% 574
2026
Q1 		$74K Buy
1,164
+256
+28% +$16.9K 0.02% 625
2025
Q4 		$60.1K Buy
908
+332
+58% +$21.6K 0.02% 514
2025
Q3 		$36.8K Buy
+576
New +$35.1K 0.01% 593

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
TF
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
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

Rossby Financial's EFIV Position: Q2 2026 in Review

Rossby Financial reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 2.7% in Q2 2026, selling an estimated $2.18K and leaving 1,133 shares worth $82.6K. The position accounts for 0.02% of the portfolio, ranked #574.

Rossby Financial first reported a position in EFIV in Q3 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Rossby Financial held 1,133 shares of State Street SPDR S&P 500 ESG ETF worth $82.6K as of Q2 2026.
  • Rossby Financial sold 31 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $2.18K.
  • State Street SPDR S&P 500 ESG ETF made up 0.02% of Rossby Financial's portfolio in Q2 2026, its #574 holding.
  • Rossby Financial first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2025 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.