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Adirondack Trust Company’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Adirondack Trust Company’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
Q3 		$44.1K Buy
+595
New +$43.9K 0.01% 274
2023
Q4 		– Sell
-100
Closed -$4.15K – 502
2023
Q3 		$4.15K Hold
100
– – ﹤0.01% 424
2023
Q2 		$4.45K Hold
100
– – ﹤0.01% 402
2023
Q1 		$3.94K Hold
100
– – ﹤0.01% 416
2022
Q4 		$3.67K Buy
+100
New +$3.69K ﹤0.01% 414

Other funds holding EFIV

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
B
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM

Adirondack Trust Company's EFIV Position: Q3 2026 in Review

Adirondack Trust Company opened a new position in State Street SPDR S&P 500 ESG ETF (EFIV) in Q3 2026: 595 shares worth $44.1K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: Adirondack Trust Company previously reported a position in EFIV as recently as Q3 2023.

Adirondack Trust Company first reported a position in EFIV in Q4 2022 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

  • Adirondack Trust Company held 595 shares of State Street SPDR S&P 500 ESG ETF worth $44.1K as of Q3 2026.
  • State Street SPDR S&P 500 ESG ETF was a new Adirondack Trust Company position in Q3 2026.
  • State Street SPDR S&P 500 ESG ETF made up 0.01% of Adirondack Trust Company's portfolio in Q3 2026, its #274 holding.
  • Adirondack Trust Company first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2026.

Based on Adirondack Trust Company's 13F filing for Q3 2026, filed 14 Oct 2026.