VVP
EFIV icon

Venture Visionary Partners’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Venture Visionary Partners’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 		$228K Sell
3,621
-10
-0.3% -$661 0.01% 573
2025
Q4 		$240K Sell
3,631
-13
-0.4% -$845 0.01% 567
2025
Q3 		$232K Buy
+3,644
New +$222K 0.01% 562

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 $530M AUM 19.89% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Venture Visionary Partners's EFIV Position: Q1 2026 in Review

Venture Visionary Partners reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.28% in Q1 2026, selling an estimated $661 and leaving 3,621 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #573.

Venture Visionary Partners first reported a position in EFIV in Q3 2025 and has held it in 3 quarters since. The position peaked at $240K in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Venture Visionary Partners held 3,621 shares of State Street SPDR S&P 500 ESG ETF worth $228K as of Q1 2026.
  • Venture Visionary Partners sold 10 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $661.
  • State Street SPDR S&P 500 ESG ETF made up 0.01% of Venture Visionary Partners's portfolio in Q1 2026, its #573 holding.
  • Venture Visionary Partners first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2025 and has held it in 3 quarters since.
  • Venture Visionary Partners's State Street SPDR S&P 500 ESG ETF position peaked at $240K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.