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Sanctuary Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Sanctuary Advisors’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
2025
Q4 		– Sell
-3,877
Closed -$247K – 2462
2025
Q3 		$247K Buy
+3,877
New +$236K ﹤0.01% 2127
2025
Q2 		– Sell
-4,575
Closed -$245K – 2374
2025
Q1 		$245K Hold
4,575
– – ﹤0.01% 1914
2024
Q4 		$264K Buy
+4,575
New +$261K ﹤0.01% 2079

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
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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sanctuary Advisors's EFIV Position: Q4 2025 in Review

Sanctuary Advisors sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q4 2025, closing a stake of 3,877 shares — an estimated $247K sold.

Sanctuary Advisors first reported a position in EFIV in Q4 2024 and held it in 3 quarters. The position peaked at $264K in Q4 2024. 121 funds tracked by Wall St. Rank hold EFIV as of Q4 2025.

  • Sanctuary Advisors reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q4 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 3,877 State Street SPDR S&P 500 ESG ETF shares in Q4 2025, an estimated $247K.
  • Sanctuary Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2024 and held it in 3 quarters.
  • Sanctuary Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $264K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2025.

Based on Sanctuary Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.