Silver Oak Securities’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Silver Oak Securities’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	$258K	Hold	3,532	–	–	0.02%	680
2026 Q1	$223K	Buy	3,532 +38	+1%	+$2.51K	0.02%	703
2025 Q4	$233K	Buy	3,494 +53	+2%	+$3.45K	0.02%	713
2025 Q3	$219K	Buy	+3,441	New	+$210K	0.02%	682

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

Silver Oak Securities's EFIV Position: Q2 2026 in Review

Silver Oak Securities held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 3,532 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #680.

Silver Oak Securities first reported a position in EFIV in Q3 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Silver Oak Securities held 3,532 shares of State Street SPDR S&P 500 ESG ETF worth $258K as of Q2 2026.
Silver Oak Securities 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 Silver Oak Securities's portfolio in Q2 2026, its #680 holding.
Silver Oak Securities first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2025 and has held it in 4 quarters since.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.