Seeds Investor’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Seeds Investor’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	$2.43M	Buy	33,274 +1,891	+6%	+$133K	0.25%	91
2026 Q1	$2.11M	Buy	31,383 +290	+0.9%	+$19.2K	0.29%	65
2025 Q4	$2.06M	Buy	31,093 +4,639	+18%	+$302K	0.39%	46
2025 Q3	$1.68M	Sell	26,454 -67,068	-72%	-$4.09M	0.36%	50
2025 Q2	$5.48M	Buy	93,522 +10,677	+13%	+$579K	1.29%	19
2025 Q1	$4.43M	Buy	82,845 +18,662	+29%	+$1.05M	1.24%	20
2024 Q4	$3.63M	Buy	64,183 +5,802	+10%	+$331K	1.03%	21
2024 Q3	$3.26M	Buy	58,381 +1,099	+2%	+$59.2K	1.22%	13
2024 Q2	$3.04M	Buy	57,282 +11,492	+25%	+$585K	1.56%	11
2024 Q1	$2.32M	Buy	45,790 +3,737	+9%	+$180K	2.14%	6
2023 Q4	$1.94M	Buy	+42,053	New	+$1.82M	2.2%	4

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Seeds Investor's EFIV Position: Q2 2026 in Review

Seeds Investor increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 6% in Q2 2026, buying an estimated $133K and bringing the position to 33,274 shares worth $2.43M. The position accounts for 0.25% of the portfolio, ranked #91.

Seeds Investor first reported a position in EFIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.48M in Q2 2025. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Seeds Investor held 33,274 shares of State Street SPDR S&P 500 ESG ETF worth $2.43M as of Q2 2026.
Seeds Investor bought 1,891 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $133K.
State Street SPDR S&P 500 ESG ETF made up 0.25% of Seeds Investor's portfolio in Q2 2026, its #91 holding.
Seeds Investor first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2023 and has held it in 11 quarters since.
Seeds Investor's State Street SPDR S&P 500 ESG ETF position peaked at $5.48M in Q2 2025.
141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Seeds Investor's 13F filing for Q2 2026, filed 12 Aug 2026.