SWP
EFIV icon

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

Stratos Wealth 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
Q1 		$1.59M Buy
25,128
+798
+3% +$52.7K 0.02% 634
2025
Q4 		$1.61M Buy
24,330
+128
+0.5% +$8.32K 0.02% 607
2025
Q3 		$1.54M Sell
24,202
-67
-0.3% -$4.09K 0.02% 610
2025
Q2 		$1.42M Sell
24,269
-818
-3% -$44.3K 0.02% 590
2025
Q1 		$1.34M Sell
25,087
-878
-3% -$49.3K 0.02% 558
2024
Q4 		$1.47M Buy
25,965
+157
+0.6% +$8.96K 0.02% 564
2024
Q3 		$1.44M Buy
25,808
+5
+0% +$270 0.02% 549
2024
Q2 		$1.37M Sell
25,803
-80
-0.3% -$4.07K 0.02% 553
2024
Q1 		$1.31M Buy
25,883
+2,137
+9% +$103K 0.02% 560
2023
Q4 		$1.1M Sell
23,746
-590
-2% -$25.6K 0.02% 589
2023
Q3 		$1.01M Buy
24,336
+977
+4% +$42.2K 0.02% 572
2023
Q2 		$1.01M Buy
23,359
+2,326
+11% +$94.6K 0.02% 529
2023
Q1 		$829K Sell
21,033
-6,101
-22% -$234K 0.02% 536
2022
Q4 		$995K Buy
27,134
+13,105
+93% +$483K 0.03% 510
2022
Q3 		$478K Buy
14,029
+3,817
+37% +$145K 0.01% 702
2022
Q2 		$370K Buy
10,212
+4,656
+84% +$183K 0.01% 843
2022
Q1 		$241K Buy
+5,556
New +$237K 0.01% 1082

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Stratos Wealth Partners's EFIV Position: Q1 2026 in Review

Stratos Wealth Partners increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 3.3% in Q1 2026, buying an estimated $52.7K and bringing the position to 25,128 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #634.

Stratos Wealth Partners first reported a position in EFIV in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.61M in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Stratos Wealth Partners held 25,128 shares of State Street SPDR S&P 500 ESG ETF worth $1.59M as of Q1 2026.
  • Stratos Wealth Partners bought 798 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $52.7K.
  • State Street SPDR S&P 500 ESG ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #634 holding.
  • Stratos Wealth Partners first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2022 and has held it in 17 quarters since.
  • Stratos Wealth Partners's State Street SPDR S&P 500 ESG ETF position peaked at $1.61M in Q4 2025.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.