Sage Advisory Services’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Sage Advisory Services’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	$866K	Sell	11,693 -6	-0.1%	-$443	0.47%	32
2026 Q2	$853K	Sell	11,699 -238	-2%	-$16.7K	0.42%	33
2026 Q1	$753K	Sell	11,937 -44	-0.4%	-$2.91K	0.41%	32
2025 Q4	$793K	Hold	11,981	–	–	0.43%	32
2025 Q3	$762K	Sell	11,981 -180	-1%	-$11K	0.4%	34
2025 Q2	$712K	Buy	12,161 +153	+1%	+$8.29K	0.39%	34
2025 Q1	$642K	Hold	12,008	–	–	0.38%	31
2024 Q4	$678K	Buy	12,008 +4,281	+55%	+$244K	0.4%	32
2024 Q3	$410K	Hold	7,727	–	–	0.12%	42
2024 Q2	$410K	Sell	7,727 -1,321	-15%	-$67.2K	0.12%	42
2024 Q1	$458K	Buy	9,048 +12	+0.1%	+$579	0.13%	43
2023 Q4	$417K	Sell	9,036 -11,648	-56%	-$505K	0.11%	49
2023 Q3	$858K	Sell	20,684 -925	-4%	-$40K	0.24%	36
2023 Q2	$930K	Sell	21,609 -392	-2%	-$15.9K	0.27%	35
2023 Q1	$867K	Buy	22,001 +622	+3%	+$23.8K	0.25%	32
2022 Q4	$784K	Sell	21,379 -12,302	-37%	-$454K	0.23%	36
2022 Q3	$1.15M	Buy	33,681 +4,319	+15%	+$164K	0.36%	29
2022 Q2	$1.06M	Sell	29,362 -3,025	-9%	-$119K	0.3%	37
2022 Q1	$1.41M	Buy	32,387 +16,206	+100%	+$692K	0.35%	36
2021 Q4	$733K	Buy	+16,181	New	+$706K	0.18%	45

Other funds holding EFIV

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

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

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $142M AUM 18.2% 1-Year Est. Return

Sage Advisory Services's EFIV Position: Q3 2026 in Review

Sage Advisory Services reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.05% in Q3 2026, selling an estimated $443 and leaving 11,693 shares worth $866K. The position accounts for 0.47% of the portfolio, ranked #32.

Sage Advisory Services first reported a position in EFIV in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.41M in Q1 2022. 39 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

Sage Advisory Services held 11,693 shares of State Street SPDR S&P 500 ESG ETF worth $866K as of Q3 2026.
Sage Advisory Services sold 6 State Street SPDR S&P 500 ESG ETF shares in Q3 2026, an estimated $443.
State Street SPDR S&P 500 ESG ETF made up 0.47% of Sage Advisory Services's portfolio in Q3 2026, its #32 holding.
Sage Advisory Services first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2021 and has held it in 20 quarters since.
Sage Advisory Services's State Street SPDR S&P 500 ESG ETF position peaked at $1.41M in Q1 2022.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2026.

Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.