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Sheets Smith Investment Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Sheets Smith Investment 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
2025
Q1 		– Sell
-113,774
Closed -$6.43M – 51
2024
Q4 		$6.43M Buy
+113,774
New +$6.49M 5.45% 3

Other funds holding EFIV

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
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
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Sheets Smith Investment Management's EFIV Position: Q1 2025 in Review

Sheets Smith Investment Management sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2025, closing a stake of 113,774 shares — an estimated $6.43M sold.

Sheets Smith Investment Management first reported a position in EFIV in Q4 2024 and held it in 1 quarter. The position peaked at $6.43M in Q4 2024. 113 funds tracked by Wall St. Rank hold EFIV as of Q1 2025.

  • Sheets Smith Investment Management reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2025 after selling out during the quarter.
  • Sheets Smith Investment Management sold 113,774 State Street SPDR S&P 500 ESG ETF shares in Q1 2025, an estimated $6.43M.
  • Sheets Smith Investment Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2024 and held it in 1 quarter.
  • Sheets Smith Investment Management's State Street SPDR S&P 500 ESG ETF position peaked at $6.43M in Q4 2024.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2025.

Based on Sheets Smith Investment Management's 13F filing for Q1 2025, filed 12 Jun 2025.