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 Q3	$206K	Sell	2,776 -14	-0.5%	-$1.03K	0.13%	85
2026 Q2	$203K	Buy	+2,790	New	+$196K	0.14%	80

Other funds holding EFIV

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return

Sincerus Advisory's EFIV Position: Q3 2026 in Review

Sincerus Advisory reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.5% in Q3 2026, selling an estimated $1.03K and leaving 2,776 shares worth $206K. The position accounts for 0.13% of the portfolio, ranked #85.

Sincerus Advisory first reported a position in EFIV in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

Sincerus Advisory held 2,776 shares of State Street SPDR S&P 500 ESG ETF worth $206K as of Q3 2026.
Sincerus Advisory sold 14 State Street SPDR S&P 500 ESG ETF shares in Q3 2026, an estimated $1.03K.
State Street SPDR S&P 500 ESG ETF made up 0.13% of Sincerus Advisory's portfolio in Q3 2026, its #85 holding.
Sincerus Advisory first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2026 and has held it in 2 quarters since.
17 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.