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Veracity Capital’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Veracity Capital’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 		$941K Buy
12,909
+553
+4% +$38.9K 0.25% 80
2026
Q1 		$779K Buy
12,356
+8
+0.1% +$529 0.28% 77
2025
Q4 		$817K Buy
12,348
+158
+1% +$10.3K 0.24% 86
2025
Q3 		$775K Sell
12,190
-3,346
-22% -$204K 0.25% 82
2025
Q2 		$910K Buy
15,536
+208
+1% +$11.3K 0.31% 67
2025
Q1 		$820K Buy
15,328
+9
+0.1% +$506 0.32% 69
2024
Q4 		$865K Buy
15,319
+10
+0.1% +$570 0.31% 65
2024
Q3 		$854K Buy
15,309
+5
+0% +$270 0.32% 62
2024
Q2 		$813K Sell
15,304
-671
-4% -$34.1K 0.34% 56
2024
Q1 		$809K Buy
15,975
+11
+0.1% +$531 0.31% 65
2023
Q4 		$738K Buy
15,964
+13
+0.1% +$564 0.3% 74
2023
Q3 		$662K Buy
15,951
+1
+0% +$43 0.31% 73
2023
Q2 		$687K Buy
15,950
+413
+3% +$16.8K 0.29% 82
2023
Q1 		$613K Buy
15,537
+2,985
+24% +$114K 0.28% 77
2022
Q4 		$460K Buy
+12,552
New +$463K 0.22% 107

Other funds holding EFIV

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Veracity Capital's EFIV Position: Q2 2026 in Review

Veracity Capital increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 4.5% in Q2 2026, buying an estimated $38.9K and bringing the position to 12,909 shares worth $941K. The position accounts for 0.25% of the portfolio, ranked #80.

Veracity Capital first reported a position in EFIV in Q4 2022 and has held it in 15 quarters since. 18 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Veracity Capital held 12,909 shares of State Street SPDR S&P 500 ESG ETF worth $941K as of Q2 2026.
  • Veracity Capital bought 553 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $38.9K.
  • State Street SPDR S&P 500 ESG ETF made up 0.25% of Veracity Capital's portfolio in Q2 2026, its #80 holding.
  • Veracity Capital first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and has held it in 15 quarters since.
  • 18 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Veracity Capital's 13F filing for Q2 2026, filed 13 Jul 2026.