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

Veridan Wealth’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 		$354K Sell
5,617
-149
-3% -$9.85K 0.13% 64
2025
Q4 		$381K Sell
5,766
-144
-2% -$9.37K 0.13% 60
2025
Q3 		$376K Buy
+5,910
New +$360K 0.13% 61
2025
Q1 		$311K Sell
5,819
-1,360
-19% -$76.4K 0.14% 63
2024
Q4 		$408K Buy
+7,179
New +$410K 0.19% 57
2024
Q2 		$346K Buy
+5,913
New +$301K 0.14% 62

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 $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 $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

Veridan Wealth's EFIV Position: Q1 2026 in Review

Veridan Wealth reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 2.6% in Q1 2026, selling an estimated $9.85K and leaving 5,617 shares worth $354K. The position accounts for 0.13% of the portfolio, ranked #64.

Veridan Wealth first reported a position in EFIV in Q2 2024 and has held it in 6 quarters since. The position peaked at $408K in Q4 2024. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Veridan Wealth held 5,617 shares of State Street SPDR S&P 500 ESG ETF worth $354K as of Q1 2026.
  • Veridan Wealth sold 149 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $9.85K.
  • State Street SPDR S&P 500 ESG ETF made up 0.13% of Veridan Wealth's portfolio in Q1 2026, its #64 holding.
  • Veridan Wealth first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2024 and has held it in 6 quarters since.
  • Veridan Wealth's State Street SPDR S&P 500 ESG ETF position peaked at $408K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.