Brown Brothers Harriman & Co’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Brown Brothers Harriman & Co’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	$946K	Hold	12,973	–	–	﹤0.01%	521
2026 Q1	$818K	Sell	12,973 -108	-0.8%	-$7.14K	﹤0.01%	474
2025 Q4	$865K	Buy	13,081 +4,586	+54%	+$298K	﹤0.01%	405
2025 Q3	$540K	Hold	8,495	–	–	﹤0.01%	464
2025 Q2	$497K	Hold	8,495	–	–	﹤0.01%	459
2025 Q1	$454K	Hold	8,495	–	–	﹤0.01%	412
2024 Q4	$480K	Buy	+8,495	New	+$485K	﹤0.01%	411

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

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Brown Brothers Harriman & Co's EFIV Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 12,973 shares worth $946K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Brown Brothers Harriman & Co first reported a position in EFIV in Q4 2024 and has held it in 7 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Brown Brothers Harriman & Co held 12,973 shares of State Street SPDR S&P 500 ESG ETF worth $946K as of Q2 2026.
Brown Brothers Harriman & Co left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q2 2026.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #521 holding.
Brown Brothers Harriman & Co first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2024 and has held it in 7 quarters since.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.