UWM
EFIV icon

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

USAdvisors Wealth 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
2024
Q2 		– Sell
-4,327
Closed -$219K – 131
2024
Q1 		$219K Buy
+4,327
New +$209K 0.08% 122

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

USAdvisors Wealth Management's EFIV Position: Q2 2024 in Review

USAdvisors Wealth Management sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2024, closing a stake of 4,327 shares — an estimated $219K sold.

USAdvisors Wealth Management first reported a position in EFIV in Q1 2024 and held it in 1 quarter. The position peaked at $219K in Q1 2024. 104 funds tracked by Wall St. Rank hold EFIV as of Q2 2024.

  • USAdvisors Wealth Management reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2024 after selling out during the quarter.
  • USAdvisors Wealth Management sold 4,327 State Street SPDR S&P 500 ESG ETF shares in Q2 2024, an estimated $219K.
  • USAdvisors Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2024 and held it in 1 quarter.
  • USAdvisors Wealth Management's State Street SPDR S&P 500 ESG ETF position peaked at $219K in Q1 2024.
  • 104 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2024.

Based on USAdvisors Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.