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

Cary Street Partners’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	$409K	Hold	5,608	–	–	0.01%	723
2026 Q1	$354K	Hold	5,608	–	–	0.01%	675
2025 Q4	$371K	Hold	5,608	–	–	0.01%	675
2025 Q3	$357K	Hold	5,608	–	–	0.01%	650
2025 Q2	$328K	Hold	5,608	–	–	0.01%	647
2025 Q1	$300K	Buy	+5,608	New	+$315K	0.01%	649

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

Cary Street Partners's EFIV Position: Q2 2026 in Review

Cary Street Partners held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 5,608 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #723.

Cary Street Partners first reported a position in EFIV in Q1 2025 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Cary Street Partners held 5,608 shares of State Street SPDR S&P 500 ESG ETF worth $409K as of Q2 2026.
Cary Street Partners 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 Cary Street Partners's portfolio in Q2 2026, its #723 holding.
Cary Street Partners first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2025 and has held it in 6 quarters since.
141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.