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

Wells Financial 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 Q1	–	Sell	-2,610	Closed	-$173K	–	57
2025 Q4	$173K	Hold	2,610	–	–	0.33%	36
2025 Q3	$166K	Hold	2,610	–	–	0.22%	46
2025 Q2	$153K	Hold	2,610	–	–	0.21%	44
2025 Q1	$140K	Buy	2,610 +50	+2%	+$2.81K	0.19%	42
2024 Q4	$145K	Hold	2,560	–	–	0.2%	46
2024 Q3	$143K	Sell	2,560 -838	-25%	-$45.2K	0.19%	46
2024 Q2	$180K	Hold	3,398	–	–	0.12%	54
2024 Q1	$172K	Buy	3,398 +860	+34%	+$41.5K	0.12%	45
2023 Q4	$117K	Hold	2,538	–	–	0.09%	45
2023 Q3	$105K	Hold	2,538	–	–	0.08%	46
2023 Q2	$109K	Buy	+2,538	New	+$103K	0.08%	46

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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 $190M AUM 16.38% 1-Year Est. Return

Wells Financial Advisors's EFIV Position: Q1 2026 in Review

Wells Financial Advisors sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2026, closing a stake of 2,610 shares — an estimated $173K sold.

Wells Financial Advisors first reported a position in EFIV in Q2 2023 and held it in 11 quarters. The position peaked at $180K in Q2 2024. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Wells Financial Advisors reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2026 after selling out during the quarter.
Wells Financial Advisors sold 2,610 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $173K.
Wells Financial Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2023 and held it in 11 quarters.
Wells Financial Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $180K in Q2 2024.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.