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

Warren Street Wealth Advisors’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 		$673K Sell
9,224
-266
-3% -$18.7K 0.15% 59
2026
Q1 		$599K Buy
9,490
+438
+5% +$29K 0.15% 58
2025
Q4 		$599K Hold
9,052
– – 0.17% 51
2025
Q3 		$576K Sell
9,052
-2,662
-23% -$162K 0.17% 61
2025
Q2 		$686K Buy
11,714
+155
+1% +$8.4K 0.23% 49
2025
Q1 		$618K Hold
11,559
– – 0.24% 50
2024
Q4 		$653K Buy
11,559
+125
+1% +$7.13K 0.27% 44
2024
Q3 		$638K Sell
11,434
-488
-4% -$26.3K 0.26% 45
2024
Q2 		$633K Hold
11,922
– – 0.31% 43
2024
Q1 		$604K Buy
11,922
+31
+0.3% +$1.5K 0.3% 45
2023
Q4 		$549K Buy
11,891
+69
+0.6% +$2.99K 0.31% 44
2023
Q3 		$491K Sell
11,822
-1
-0% -$43 0.32% 40
2023
Q2 		$509K Buy
11,823
+70
+0.6% +$2.85K 0.34% 41
2023
Q1 		$463K Buy
11,753
+39
+0.3% +$1.49K 0.33% 42
2022
Q4 		$429K Buy
11,714
+255
+2% +$9.4K 0.34% 42
2022
Q3 		$390K Buy
11,459
+212
+2% +$8.06K 0.39% 33
2022
Q2 		$407K Buy
11,247
+623
+6% +$24.4K 0.39% 34
2022
Q1 		$461K Buy
+10,624
New +$453K 0.4% 33

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Warren Street Wealth Advisors's EFIV Position: Q2 2026 in Review

Warren Street Wealth Advisors reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 2.8% in Q2 2026, selling an estimated $18.7K and leaving 9,224 shares worth $673K. The position accounts for 0.15% of the portfolio, ranked #59.

Warren Street Wealth Advisors first reported a position in EFIV in Q1 2022 and has held it in 18 quarters since. The position peaked at $686K in Q2 2025. 49 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Warren Street Wealth Advisors held 9,224 shares of State Street SPDR S&P 500 ESG ETF worth $673K as of Q2 2026.
  • Warren Street Wealth Advisors sold 266 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $18.7K.
  • State Street SPDR S&P 500 ESG ETF made up 0.15% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Warren Street Wealth Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2022 and has held it in 18 quarters since.
  • Warren Street Wealth Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $686K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.