SSWM
EFIV icon

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

Sheets Smith 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
2025
Q1 		– Sell
-46,484
Closed -$2.63M – 367
2024
Q4 		$2.63M Buy
46,484
+4,593
+11% +$262K 0.32% 77
2024
Q3 		$2.34M Sell
41,891
-6,416
-13% -$346K 0.29% 87
2024
Q2 		$2.57M Buy
+48,307
New +$2.46M 0.31% 79

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 $2.2B AUM 1.53% 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 $226M AUM 20.18% 1-Year Est. Return

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

Sheets Smith Wealth Management sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2025, closing a stake of 46,484 shares — an estimated $2.63M sold.

Sheets Smith Wealth Management first reported a position in EFIV in Q2 2024 and held it in 3 quarters. The position peaked at $2.63M in Q4 2024. 113 funds tracked by Wall St. Rank hold EFIV as of Q1 2025.

  • Sheets Smith Wealth 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 Wealth Management sold 46,484 State Street SPDR S&P 500 ESG ETF shares in Q1 2025, an estimated $2.63M.
  • Sheets Smith Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2024 and held it in 3 quarters.
  • Sheets Smith Wealth Management's State Street SPDR S&P 500 ESG ETF position peaked at $2.63M 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 Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.