Systelligence LLC’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Systelligence LLC’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	$20.8M	Buy	+284,700	New	+$20M	3.47%	7

Other funds holding EFIV

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return