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

Savvy Advisors Inc’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 		$1.61M Buy
25,524
+294
+1% +$19.4K 0.04% 317
2025
Q4 		$1.67M Sell
25,230
-884
-3% -$57.5K 0.05% 262
2025
Q3 		$1.66M Buy
26,114
+6,374
+32% +$389K 0.08% 190
2025
Q2 		$1.16M Buy
+19,740
New +$1.07M 0.08% 190

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

Savvy Advisors Inc's EFIV Position: Q1 2026 in Review

Savvy Advisors Inc increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 1.2% in Q1 2026, buying an estimated $19.4K and bringing the position to 25,524 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #317.

Savvy Advisors Inc first reported a position in EFIV in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.67M in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Savvy Advisors Inc held 25,524 shares of State Street SPDR S&P 500 ESG ETF worth $1.61M as of Q1 2026.
  • Savvy Advisors Inc bought 294 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $19.4K.
  • State Street SPDR S&P 500 ESG ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #317 holding.
  • Savvy Advisors Inc first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's State Street SPDR S&P 500 ESG ETF position peaked at $1.67M in Q4 2025.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.