SWA
EFIV icon

SOA Wealth Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

SOA Wealth Advisors’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 		$12.1M Sell
165,919
-3,033
-2% -$213K 2.03% 10
2026
Q1 		$10.7M Sell
168,952
-32,152
-16% -$2.13M 2.01% 9
2025
Q4 		$13.3M Buy
201,104
+2,865
+1% +$186K 2.25% 7
2025
Q3 		$12.6M Buy
198,239
+5,108
+3% +$311K 2.16% 6
2025
Q2 		$11.3M Buy
193,131
+37,692
+24% +$2.04M 2.12% 8
2025
Q1 		$8.32M Buy
155,439
+17,969
+13% +$1.01M 1.74% 14
2024
Q4 		$7.76M Buy
137,470
+37,880
+38% +$2.16M 1.43% 17
2024
Q3 		$5.55M Buy
99,590
+9,101
+10% +$491K 1.06% 21
2024
Q2 		$4.8M Buy
90,489
+80,449
+801% +$4.09M 0.97% 22
2024
Q1 		$508K Buy
10,040
+4,538
+82% +$219K 0.11% 105
2023
Q4 		$254K Buy
+5,502
New +$239K 0.06% 151

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
TF
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SOA Wealth Advisors's EFIV Position: Q2 2026 in Review

SOA Wealth Advisors reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 1.8% in Q2 2026, selling an estimated $213K and leaving 165,919 shares worth $12.1M. The position accounts for 2.03% of the portfolio, ranked #10.

SOA Wealth Advisors first reported a position in EFIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.3M in Q4 2025. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • SOA Wealth Advisors held 165,919 shares of State Street SPDR S&P 500 ESG ETF worth $12.1M as of Q2 2026.
  • SOA Wealth Advisors sold 3,033 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $213K.
  • State Street SPDR S&P 500 ESG ETF made up 2.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • SOA Wealth Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2023 and has held it in 11 quarters since.
  • SOA Wealth Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $13.3M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.