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

US 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
2025 Q1	$1.37M	Buy	25,687 +1,997	+8%	+$112K	0.41%	36
2024 Q4	$1.34M	Sell	23,690 -360	-1%	-$20.5K	0.41%	37
2024 Q3	$1.34M	Sell	24,050 -4,900	-17%	-$264K	0.42%	36
2024 Q2	$1.54M	Sell	28,950 -2,358	-8%	-$120K	0.52%	34
2024 Q1	$1.59M	Buy	31,308 +775	+3%	+$37.4K	0.55%	35
2023 Q4	$1.41M	Buy	30,533 +2,363	+8%	+$103K	0.53%	35
2023 Q3	$1.17M	Buy	28,170 +2,027	+8%	+$87.6K	0.49%	37
2023 Q2	$1.13M	Sell	26,143 -3,406	-12%	-$139K	0.48%	32
2023 Q1	$1.17M	Buy	29,549 +2,414	+9%	+$92.4K	0.52%	30
2022 Q4	$995K	Buy	+27,135	New	+$1M	0.5%	30

Other funds holding EFIV

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

US Financial Advisors's EFIV Position: Q1 2025 in Review

US Financial Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 8.4% in Q1 2025, buying an estimated $112K and bringing the position to 25,687 shares worth $1.37M. The position accounts for 0.41% of the portfolio, ranked #36.

US Financial Advisors first reported a position in EFIV in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.59M in Q1 2024. 113 funds tracked by Wall St. Rank hold EFIV as of Q1 2025.

US Financial Advisors held 25,687 shares of State Street SPDR S&P 500 ESG ETF worth $1.37M as of Q1 2025.
US Financial Advisors bought 1,997 State Street SPDR S&P 500 ESG ETF shares in Q1 2025, an estimated $112K.
State Street SPDR S&P 500 ESG ETF made up 0.41% of US Financial Advisors's portfolio in Q1 2025, its #36 holding.
US Financial Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and has held it in 10 quarters since.
US Financial Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $1.59M in Q1 2024.
113 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.