ZF
EFIV icon

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

Zhang Financial’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 		$508K Buy
6,966
+2
+0% +$141 0.01% 264
2026
Q1 		$439K Buy
6,964
+1,473
+27% +$97.4K 0.02% 261
2025
Q4 		$363K Buy
5,491
+2
+0% +$130 0.01% 249
2025
Q3 		$349K Buy
5,489
+2
+0% +$122 0.01% 246
2025
Q2 		$321K Buy
5,487
+743
+16% +$40.3K 0.01% 234
2025
Q1 		$254K Hold
4,744
– – 0.01% 263
2024
Q4 		$268K Hold
4,744
– – 0.02% 251
2024
Q3 		$265K Hold
4,744
– – 0.02% 240
2024
Q2 		$252K Buy
4,744
+200
+4% +$10.2K 0.02% 237
2024
Q1 		$230K Buy
+4,544
New +$219K 0.02% 247

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

Zhang Financial's EFIV Position: Q2 2026 in Review

Zhang Financial increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.03% in Q2 2026, buying an estimated $141 and bringing the position to 6,966 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #264.

Zhang Financial first reported a position in EFIV in Q1 2024 and has held it in 10 quarters since. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Zhang Financial held 6,966 shares of State Street SPDR S&P 500 ESG ETF worth $508K as of Q2 2026.
  • Zhang Financial bought 2 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $141.
  • State Street SPDR S&P 500 ESG ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #264 holding.
  • Zhang Financial first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2024 and has held it in 10 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.