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

Bank of New York Mellon’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	$3.88M	Sell	53,172 -61	-0.1%	-$4.29K	﹤0.01%	2586
2026 Q1	$3.36M	Buy	53,233 +4,006	+8%	+$265K	﹤0.01%	2532
2025 Q4	$3.26M	Buy	49,227 +254	+0.5%	+$16.5K	﹤0.01%	2570
2025 Q3	$3.11M	Buy	48,973 +1,711	+4%	+$104K	﹤0.01%	2583
2025 Q2	$2.77M	Buy	47,262 +1,022	+2%	+$55.4K	﹤0.01%	2589
2025 Q1	$2.47M	Sell	46,240 -3,326	-7%	-$187K	﹤0.01%	2585
2024 Q4	$2.8M	Buy	49,566 +16,622	+50%	+$948K	﹤0.01%	2599
2024 Q3	$1.84M	Sell	32,944 -1,279	-4%	-$68.9K	﹤0.01%	2795
2024 Q2	$1.82M	Sell	34,223 -2,553	-7%	-$130K	﹤0.01%	2844
2024 Q1	$1.86M	Sell	36,776 -3,353	-8%	-$162K	﹤0.01%	2799
2023 Q4	$1.85M	Sell	40,129 -55,344	-58%	-$2.4M	﹤0.01%	2868
2023 Q3	$3.96M	Buy	+95,473	New	+$4.13M	﹤0.01%	2438

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Bank of New York Mellon's EFIV Position: Q2 2026 in Review

Bank of New York Mellon reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.11% in Q2 2026, selling an estimated $4.29K and leaving 53,172 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Bank of New York Mellon first reported a position in EFIV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.96M in Q3 2023. 85 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Bank of New York Mellon held 53,172 shares of State Street SPDR S&P 500 ESG ETF worth $3.88M as of Q2 2026.
Bank of New York Mellon sold 61 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $4.29K.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2586 holding.
Bank of New York Mellon first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2023 and has held it in 12 quarters since.
Bank of New York Mellon's State Street SPDR S&P 500 ESG ETF position peaked at $3.96M in Q3 2023.
85 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.