Sigma Planning Corp’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Sigma Planning Corp’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	$220K	Buy	+3,011	New	+$212K	0.01%	1279
2025 Q3	–	Sell	-4,029	Closed	-$236K	–	1317
2025 Q2	$236K	Sell	4,029 -3	-0.1%	-$163	0.01%	1100
2025 Q1	$216K	Buy	4,032 +22	+0.5%	+$1.24K	0.01%	1094
2024 Q4	$226K	Sell	4,010 -28	-0.7%	-$1.6K	0.01%	1037
2024 Q3	$225K	Sell	4,038 -106	-3%	-$5.71K	0.01%	1083
2024 Q2	$220K	Buy	+4,144	New	+$211K	0.01%	1044

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

Sigma Planning Corp's EFIV Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2026: 3,011 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #1279 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in EFIV as recently as Q2 2025.

Sigma Planning Corp first reported a position in EFIV in Q2 2024 and has held it in 6 quarters since. The position peaked at $236K in Q2 2025. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Sigma Planning Corp held 3,011 shares of State Street SPDR S&P 500 ESG ETF worth $220K as of Q2 2026.
State Street SPDR S&P 500 ESG ETF was a new Sigma Planning Corp position in Q2 2026.
State Street SPDR S&P 500 ESG ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1279 holding.
Sigma Planning Corp first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2024 and has held it in 6 quarters since.
Sigma Planning Corp's State Street SPDR S&P 500 ESG ETF position peaked at $236K 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 Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.