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

Sax Wealth 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
2026 Q2	$322K	Sell	5,112 -5,725	-53%	-$402K	0.01%	431
2026 Q1	$717K	Hold	10,837	–	–	0.03%	233
2025 Q4	$717K	Hold	10,837	–	–	0.03%	238
2025 Q3	$689K	Sell	10,837 -8,775	-45%	-$535K	0.04%	225
2025 Q2	$1.15M	Hold	19,612	–	–	0.07%	160
2025 Q1	$1.05M	Hold	19,612	–	–	0.08%	135
2024 Q4	$1.11M	Hold	19,612	–	–	0.09%	114
2024 Q3	$1.09M	Buy	19,612 +3,862	+25%	+$208K	0.1%	85
2024 Q2	$836K	Hold	15,750	–	–	0.08%	101
2024 Q1	$798K	Buy	+15,750	New	+$760K	0.09%	85

Other funds holding EFIV

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Sax Wealth Advisors's EFIV Position: Q2 2026 in Review

Sax Wealth Advisors reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 53% in Q2 2026, selling an estimated $402K and leaving 5,112 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #431.

Sax Wealth Advisors first reported a position in EFIV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.15M in Q2 2025. 23 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Sax Wealth Advisors held 5,112 shares of State Street SPDR S&P 500 ESG ETF worth $322K as of Q2 2026.
Sax Wealth Advisors sold 5,725 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $402K.
State Street SPDR S&P 500 ESG ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #431 holding.
Sax Wealth Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2024 and has held it in 10 quarters since.
Sax Wealth Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $1.15M in Q2 2025.
23 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.