Ameriprise
EFIV icon

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

Ameriprise’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 		$202K Buy
3,199
+7
+0.2% +$463 ﹤0.01% 3885
2025
Q4 		$211K Buy
+3,192
New +$208K ﹤0.01% 3907

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 $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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Ameriprise's EFIV Position: Q1 2026 in Review

Ameriprise increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.22% in Q1 2026, buying an estimated $463 and bringing the position to 3,199 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #3885.

Ameriprise first reported a position in EFIV in Q4 2025 and has held it in 2 quarters since. The position peaked at $211K in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Ameriprise held 3,199 shares of State Street SPDR S&P 500 ESG ETF worth $202K as of Q1 2026.
  • Ameriprise bought 7 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $463.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3885 holding.
  • Ameriprise first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2025 and has held it in 2 quarters since.
  • Ameriprise's State Street SPDR S&P 500 ESG ETF position peaked at $211K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.