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Tradewinds Capital Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Tradewinds Capital Management’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 		$129K Buy
1,765
+94
+6% +$6.61K 0.02% 144
2026
Q1 		$105K Buy
1,671
+104
+7% +$6.87K 0.02% 151
2025
Q4 		$104K Hold
1,567
– – 0.02% 152
2025
Q3 		$99.6K Hold
1,567
– – 0.02% 146
2025
Q2 		$91.7K Buy
1,567
+123
+9% +$6.67K 0.02% 146
2025
Q1 		$77.3K Buy
1,444
+129
+10% +$7.25K 0.02% 159
2024
Q4 		$74.3K Buy
1,315
+496
+61% +$28.3K 0.02% 172
2024
Q3 		$45.7K Buy
819
+25
+3% +$1.35K 0.01% 193
2024
Q2 		$42.2K Buy
794
+579
+269% +$29.5K 0.01% 189
2024
Q1 		$10.9K Hold
215
– – ﹤0.01% 307
2023
Q4 		$9.93K Hold
215
– – ﹤0.01% 251
2023
Q3 		$8.92K Hold
215
– – ﹤0.01% 247
2023
Q2 		$9.26K Hold
215
– – ﹤0.01% 239
2023
Q1 		$8.48K Buy
+215
New +$8.23K ﹤0.01% 248

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

Tradewinds Capital Management's EFIV Position: Q2 2026 in Review

Tradewinds Capital Management increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 5.6% in Q2 2026, buying an estimated $6.61K and bringing the position to 1,765 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #144.

Tradewinds Capital Management first reported a position in EFIV in Q1 2023 and has held it in 14 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Tradewinds Capital Management held 1,765 shares of State Street SPDR S&P 500 ESG ETF worth $129K as of Q2 2026.
  • Tradewinds Capital Management bought 94 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $6.61K.
  • State Street SPDR S&P 500 ESG ETF made up 0.02% of Tradewinds Capital Management's portfolio in Q2 2026, its #144 holding.
  • Tradewinds Capital Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2023 and has held it in 14 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.