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Stephens Inc’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Stephens Inc’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
2022
Q2 		– Sell
-4,700
Closed -$204K – 1255
2022
Q1 		$204K Hold
4,700
– – ﹤0.01% 1174
2021
Q4 		$213K Buy
+4,700
New +$205K ﹤0.01% 1185

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $833M AUM 25.55% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Stephens Inc's EFIV Position: Q2 2022 in Review

Stephens Inc sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2022, closing a stake of 4,700 shares — an estimated $204K sold.

Stephens Inc first reported a position in EFIV in Q4 2021 and held it in 2 quarters. The position peaked at $213K in Q4 2021. 37 funds tracked by Wall St. Rank hold EFIV as of Q2 2022.

  • Stephens Inc reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2022 after selling out during the quarter.
  • Stephens Inc sold 4,700 State Street SPDR S&P 500 ESG ETF shares in Q2 2022, an estimated $204K.
  • Stephens Inc first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2021 and held it in 2 quarters.
  • Stephens Inc's State Street SPDR S&P 500 ESG ETF position peaked at $213K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2022.

Based on Stephens Inc's 13F filing for Q2 2022, filed 3 Aug 2022.