Valley National Advisers’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Valley National Advisers’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	$137K	Hold	1,873	–	–	0.02%	299
2026 Q1	$118K	Hold	1,873	–	–	0.02%	297
2025 Q4	$123K	Hold	1,873	–	–	0.02%	291
2025 Q3	$119K	Hold	1,873	–	–	0.02%	282
2025 Q2	$109K	Buy	+1,873	New	+$101K	0.02%	293

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Valley National Advisers's EFIV Position: Q2 2026 in Review

Valley National Advisers held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 1,873 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #299.

Valley National Advisers first reported a position in EFIV in Q2 2025 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Valley National Advisers held 1,873 shares of State Street SPDR S&P 500 ESG ETF worth $137K as of Q2 2026.
Valley National Advisers left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q2 2026.
State Street SPDR S&P 500 ESG ETF made up 0.02% of Valley National Advisers's portfolio in Q2 2026, its #299 holding.
Valley National Advisers first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2025 and has held it in 5 quarters since.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.