Sincerus Advisory’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Sincerus Advisory’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	$203K	Buy	+2,790	New	+$196K	0.14%	80

Other funds holding EFIV

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

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

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Sincerus Advisory's EFIV Position: Q2 2026 in Review

Sincerus Advisory opened a new position in State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2026: 2,790 shares worth $203K. The stake represents 0.14% of the portfolio and ranks #80 among its holdings.

140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Sincerus Advisory held 2,790 shares of State Street SPDR S&P 500 ESG ETF worth $203K as of Q2 2026.
State Street SPDR S&P 500 ESG ETF was a new Sincerus Advisory position in Q2 2026.
State Street SPDR S&P 500 ESG ETF made up 0.14% of Sincerus Advisory's portfolio in Q2 2026, its #80 holding.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.