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Cape Ann Savings Bank’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Cape Ann Savings Bank’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 		$429K Buy
5,877
+817
+16% +$57.4K 0.2% 77
2026
Q1 		$319K Buy
+5,060
New +$334K 0.16% 89

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cape Ann Savings Bank's EFIV Position: Q2 2026 in Review

Cape Ann Savings Bank increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 16% in Q2 2026, buying an estimated $57.4K and bringing the position to 5,877 shares worth $429K. The position accounts for 0.2% of the portfolio, ranked #77.

Cape Ann Savings Bank first reported a position in EFIV in Q1 2026 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Cape Ann Savings Bank held 5,877 shares of State Street SPDR S&P 500 ESG ETF worth $429K as of Q2 2026.
  • Cape Ann Savings Bank bought 817 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $57.4K.
  • State Street SPDR S&P 500 ESG ETF made up 0.2% of Cape Ann Savings Bank's portfolio in Q2 2026, its #77 holding.
  • Cape Ann Savings Bank first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2026 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.