SWM
EFIV icon

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

SHP 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 		$275K Hold
3,769
– – 0.02% 245
2026
Q1 		$238K Hold
3,769
– – 0.02% 236
2025
Q4 		$249K Buy
+3,769
New +$245K 0.02% 221

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
TF
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

SHP Wealth Management held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 3,769 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #245.

SHP Wealth Management first reported a position in EFIV in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • SHP Wealth Management held 3,769 shares of State Street SPDR S&P 500 ESG ETF worth $275K as of Q2 2026.
  • SHP Wealth Management left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ESG ETF made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #245 holding.
  • SHP Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.