Bank of America
EFIV icon

Bank of America’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Bank of America’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 		$3.63M Buy
57,566
+19,518
+51% +$1.29M ﹤0.01% 3701
2025
Q4 		$2.52M Sell
38,048
-79
-0.2% -$5.14K ﹤0.01% 3893
2025
Q3 		$2.42M Sell
38,127
-5,523
-13% -$337K ﹤0.01% 4650
2025
Q2 		$2.56M Sell
43,650
-84,724
-66% -$4.59M ﹤0.01% 4551
2025
Q1 		$6.87M Buy
128,374
+70,034
+120% +$3.93M ﹤0.01% 3503
2024
Q4 		$3.3M Buy
58,340
+23,114
+66% +$1.32M ﹤0.01% 4000
2024
Q3 		$1.96M Sell
35,226
-31
-0.1% -$1.67K ﹤0.01% 4573
2024
Q2 		$1.87M Buy
35,257
+3,970
+13% +$202K ﹤0.01% 4487
2024
Q1 		$1.58M Buy
31,287
+2,426
+8% +$117K ﹤0.01% 4607
2023
Q4 		$1.33M Buy
28,861
+14,130
+96% +$613K ﹤0.01% 4765
2023
Q3 		$611K Buy
14,731
+731
+5% +$31.6K ﹤0.01% 5179
2023
Q2 		$603K Sell
14,000
-1,579
-10% -$64.2K ﹤0.01% 5148
2023
Q1 		$614K Sell
15,579
-46
-0.3% -$1.76K ﹤0.01% 5235
2022
Q4 		$573K Buy
15,625
+10,173
+187% +$375K ﹤0.01% 5292
2022
Q3 		$186K Buy
5,452
+818
+18% +$31.1K ﹤0.01% 6020
2022
Q2 		$168K Buy
4,634
+2,042
+79% +$80.1K ﹤0.01% 6205
2022
Q1 		$113K Buy
2,592
+544
+27% +$23.2K ﹤0.01% 6789
2021
Q4 		$93K Buy
2,048
+521
+34% +$22.7K ﹤0.01% 6918
2021
Q3 		$62K Buy
1,527
+770
+102% +$31.9K ﹤0.01% 6947
2021
Q2 		$30K Buy
+757
New +$29.5K ﹤0.01% 7015

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 $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 $226M AUM 20.18% 1-Year Est. Return

Bank of America's EFIV Position: Q1 2026 in Review

Bank of America increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 51% in Q1 2026, buying an estimated $1.29M and bringing the position to 57,566 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3701.

Bank of America first reported a position in EFIV in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.87M in Q1 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Bank of America held 57,566 shares of State Street SPDR S&P 500 ESG ETF worth $3.63M as of Q1 2026.
  • Bank of America bought 19,518 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $1.29M.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3701 holding.
  • Bank of America first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2021 and has held it in 20 quarters since.
  • Bank of America's State Street SPDR S&P 500 ESG ETF position peaked at $6.87M in Q1 2025.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.