SL
EFIV icon

Salomon & Ludwin’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Salomon & Ludwin’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 		$27.8K Hold
383
– – ﹤0.01% 909
2026
Q1 		$24.4K Buy
383
+207
+118% +$13.7K ﹤0.01% 945
2025
Q4 		$11.7K Hold
176
– – ﹤0.01% 1336
2025
Q3 		$11.3K Hold
176
– – ﹤0.01% 1219
2025
Q2 		$10.3K Hold
176
– – ﹤0.01% 481
2025
Q1 		$9.42K Buy
+176
New +$9.89K ﹤0.01% 456

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

Salomon & Ludwin's EFIV Position: Q2 2026 in Review

Salomon & Ludwin held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 383 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Salomon & Ludwin first reported a position in EFIV in Q1 2025 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Salomon & Ludwin held 383 shares of State Street SPDR S&P 500 ESG ETF worth $27.8K as of Q2 2026.
  • Salomon & Ludwin left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #909 holding.
  • Salomon & Ludwin first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2025 and has held it in 6 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.