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

Verus Wealth Management’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	$558K	Sell	7,650 -1,300	-15%	-$91.4K	0.46%	37
2026 Q1	$565K	Hold	8,950	–	–	0.52%	34
2025 Q4	$592K	Sell	8,950 -150	-2%	-$9.76K	0.55%	34
2025 Q3	$579K	Sell	9,100 -567	-6%	-$34.6K	0.54%	34
2025 Q2	$566K	Sell	9,667 -233	-2%	-$12.6K	0.57%	34
2025 Q1	$530K	Buy	9,900 +1,000	+11%	+$56.2K	0.58%	33
2024 Q4	$503K	Buy	+8,900	New	+$508K	0.56%	33

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Verus Wealth Management's EFIV Position: Q2 2026 in Review

Verus Wealth Management reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 15% in Q2 2026, selling an estimated $91.4K and leaving 7,650 shares worth $558K. The position accounts for 0.46% of the portfolio, ranked #37.

Verus Wealth Management first reported a position in EFIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $592K in Q4 2025. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Verus Wealth Management held 7,650 shares of State Street SPDR S&P 500 ESG ETF worth $558K as of Q2 2026.
Verus Wealth Management sold 1,300 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $91.4K.
State Street SPDR S&P 500 ESG ETF made up 0.46% of Verus Wealth Management's portfolio in Q2 2026, its #37 holding.
Verus Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2024 and has held it in 7 quarters since.
Verus Wealth Management's State Street SPDR S&P 500 ESG ETF position peaked at $592K in Q4 2025.
141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Verus Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.