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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
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 $2.21B AUM 9.01% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
AF
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
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Rossby Financial's EFIV Position: Q1 2026 in Review

Rossby Financial increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 28% in Q1 2026, buying an estimated $16.9K and bringing the position to 1,164 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #625.

Rossby Financial first reported a position in EFIV in Q3 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Rossby Financial held 1,164 shares of State Street SPDR S&P 500 ESG ETF worth $74K as of Q1 2026.
  • Rossby Financial bought 256 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $16.9K.
  • State Street SPDR S&P 500 ESG ETF made up 0.02% of Rossby Financial's portfolio in Q1 2026, its #625 holding.
  • Rossby Financial first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.