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 Q3	$957K	Buy	12,917 +8	+0.1%	+$590	0.26%	71
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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Opulen Financial Group Arlington, Virginia $163M AUM 13.69% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Veracity Capital's EFIV Position: Q3 2026 in Review

Veracity Capital increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.06% in Q3 2026, buying an estimated $590 and bringing the position to 12,917 shares worth $957K. The position accounts for 0.26% of the portfolio, ranked #71.

Veracity Capital first reported a position in EFIV in Q4 2022 and has held it in 16 quarters since. 29 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

Veracity Capital held 12,917 shares of State Street SPDR S&P 500 ESG ETF worth $957K as of Q3 2026.
Veracity Capital bought 8 State Street SPDR S&P 500 ESG ETF shares in Q3 2026, an estimated $590.
State Street SPDR S&P 500 ESG ETF made up 0.26% of Veracity Capital's portfolio in Q3 2026, its #71 holding.
Veracity Capital first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and has held it in 16 quarters since.
29 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.