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True Link Financial Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

True Link Financial 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
Q1 		$343K Buy
5,444
+1,240
+29% +$82K 0.02% 60
2025
Q4 		$278K Buy
+4,204
New +$273K 0.02% 90

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 $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

True Link Financial Advisors's EFIV Position: Q1 2026 in Review

True Link Financial Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 29% in Q1 2026, buying an estimated $82K and bringing the position to 5,444 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #60.

True Link Financial Advisors first reported a position in EFIV in Q4 2025 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • True Link Financial Advisors held 5,444 shares of State Street SPDR S&P 500 ESG ETF worth $343K as of Q1 2026.
  • True Link Financial Advisors bought 1,240 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $82K.
  • State Street SPDR S&P 500 ESG ETF made up 0.02% of True Link Financial Advisors's portfolio in Q1 2026, its #60 holding.
  • True Link Financial Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2025 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.