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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
Q3 		$771K Buy
10,415
+5,303
+104% +$391K 0.02% 344
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

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
B
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM
VWM
Verus Wealth Management De Pere, Wisconsin $159M AUM 11.71% 1-Year Est. Return

Sax Wealth Advisors's EFIV Position: Q3 2026 in Review

Sax Wealth Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 104% in Q3 2026, buying an estimated $391K and bringing the position to 10,415 shares worth $771K. The position accounts for 0.02% of the portfolio, ranked #344.

Sax Wealth Advisors first reported a position in EFIV in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.15M in Q2 2025. 15 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

  • Sax Wealth Advisors held 10,415 shares of State Street SPDR S&P 500 ESG ETF worth $771K as of Q3 2026.
  • Sax Wealth Advisors bought 5,303 State Street SPDR S&P 500 ESG ETF shares in Q3 2026, an estimated $391K.
  • State Street SPDR S&P 500 ESG ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q3 2026, its #344 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 11 quarters since.
  • Sax Wealth Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $1.15M in Q2 2025.
  • 15 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.