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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
Q2 		$386K Sell
5,294
-323
-6% -$22.7K 0.13% 62
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 $353M AUM 17.68% 1-Year Est. Return
TF
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Veridan Wealth's EFIV Position: Q2 2026 in Review

Veridan Wealth reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 5.8% in Q2 2026, selling an estimated $22.7K and leaving 5,294 shares worth $386K. The position accounts for 0.13% of the portfolio, ranked #62.

Veridan Wealth first reported a position in EFIV in Q2 2024 and has held it in 7 quarters since. The position peaked at $408K in Q4 2024. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Veridan Wealth held 5,294 shares of State Street SPDR S&P 500 ESG ETF worth $386K as of Q2 2026.
  • Veridan Wealth sold 323 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $22.7K.
  • State Street SPDR S&P 500 ESG ETF made up 0.13% of Veridan Wealth's portfolio in Q2 2026, its #62 holding.
  • Veridan Wealth first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2024 and has held it in 7 quarters since.
  • Veridan Wealth's State Street SPDR S&P 500 ESG ETF position peaked at $408K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.