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

SFG Wealth Management’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 		$348K Buy
4,778
+27
+0.6% +$1.9K 0.13% 97
2026
Q1 		$300K Buy
4,751
+448
+10% +$29.6K 0.12% 88
2025
Q4 		$285K Buy
4,303
+931
+28% +$60.5K 0.11% 109
2025
Q3 		$214K Buy
+3,372
New +$206K 0.09% 127

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SL
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
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
AF
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

SFG Wealth Management's EFIV Position: Q2 2026 in Review

SFG Wealth Management increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.57% in Q2 2026, buying an estimated $1.9K and bringing the position to 4,778 shares worth $348K. The position accounts for 0.13% of the portfolio, ranked #97.

SFG Wealth Management first reported a position in EFIV in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • SFG Wealth Management held 4,778 shares of State Street SPDR S&P 500 ESG ETF worth $348K as of Q2 2026.
  • SFG Wealth Management bought 27 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $1.9K.
  • State Street SPDR S&P 500 ESG ETF made up 0.13% of SFG Wealth Management's portfolio in Q2 2026, its #97 holding.
  • SFG Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.