Single Point Partners’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Single Point Partners’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	$600K	Buy	8,230 +7	+0.1%	+$492	0.11%	54
2026 Q1	$519K	Buy	8,223 +6	+0.1%	+$397	0.1%	53
2025 Q4	$544K	Buy	8,217 +6	+0.1%	+$390	0.11%	52
2025 Q3	$522K	Buy	8,211 +6	+0.1%	+$366	0.11%	51
2025 Q2	$480K	Buy	8,205 +7	+0.1%	+$379	0.11%	54
2025 Q1	$439K	Buy	8,198 +7	+0.1%	+$393	0.1%	55
2024 Q4	$463K	Buy	8,191 +7	+0.1%	+$399	0.11%	54
2024 Q3	$456K	Buy	8,184 +7	+0.1%	+$377	0.73%	19
2024 Q2	$434K	Sell	8,177 -608	-7%	-$30.9K	0.74%	18
2024 Q1	$445K	Buy	8,785 +12	+0.1%	+$579	0.1%	54
2023 Q4	$405K	Buy	8,773 +15	+0.2%	+$651	0.1%	53
2023 Q3	$363K	Buy	8,758 +13	+0.1%	+$562	0.1%	53
2023 Q2	$376K	Buy	8,745 +155	+2%	+$6.31K	0.52%	33
2023 Q1	$339K	Buy	8,590 +15	+0.2%	+$574	0.07%	101
2022 Q4	$314K	Buy	8,575 +20	+0.2%	+$737	0.08%	102
2022 Q3	$291K	Buy	8,555 +567	+7%	+$21.6K	0.08%	90
2022 Q2	$289K	Buy	+7,988	New	+$313K	0.08%	91

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

Single Point Partners's EFIV Position: Q2 2026 in Review

Single Point Partners increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.09% in Q2 2026, buying an estimated $492 and bringing the position to 8,230 shares worth $600K. The position accounts for 0.11% of the portfolio, ranked #54.

Single Point Partners first reported a position in EFIV in Q2 2022 and has held it in 17 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Single Point Partners held 8,230 shares of State Street SPDR S&P 500 ESG ETF worth $600K as of Q2 2026.
Single Point Partners bought 7 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $492.
State Street SPDR S&P 500 ESG ETF made up 0.11% of Single Point Partners's portfolio in Q2 2026, its #54 holding.
Single Point Partners first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2022 and has held it in 17 quarters since.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.