Cetera Investment Advisers
EFIV icon

Cetera Investment Advisers’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Cetera Investment Advisers’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 		$1.14M Sell
17,996
-1,587
-8% -$105K ﹤0.01% 2800
2025
Q4 		$1.3M Buy
19,583
+222
+1% +$14.4K ﹤0.01% 2611
2025
Q3 		$1.23M Buy
19,361
+2,502
+15% +$153K ﹤0.01% 2596
2025
Q2 		$987K Sell
16,859
-2,026
-11% -$110K ﹤0.01% 2382
2025
Q1 		$1.01M Sell
18,885
-1,328
-7% -$74.6K ﹤0.01% 2254
2024
Q4 		$1.14M Buy
20,213
+3,477
+21% +$198K ﹤0.01% 2077
2024
Q3 		$933K Buy
16,736
+156
+0.9% +$8.41K ﹤0.01% 2166
2024
Q2 		$880K Sell
16,580
-818
-5% -$41.6K ﹤0.01% 2170
2024
Q1 		$881K Buy
17,398
+3,558
+26% +$172K ﹤0.01% 2176
2023
Q4 		$639K Sell
13,840
-3,810
-22% -$165K 0.01% 1361
2023
Q3 		$732K Sell
17,650
-579
-3% -$25K 0.01% 1228
2023
Q2 		$785K Buy
18,229
+592
+3% +$24.1K 0.01% 1191
2023
Q1 		$695K Sell
17,637
-329
-2% -$12.6K 0.01% 1230
2022
Q4 		$659K Buy
+17,966
New +$662K 0.01% 1219

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 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 $190M AUM 16.38% 1-Year Est. Return

Cetera Investment Advisers's EFIV Position: Q1 2026 in Review

Cetera Investment Advisers reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 8.1% in Q1 2026, selling an estimated $105K and leaving 17,996 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2800.

Cetera Investment Advisers first reported a position in EFIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.3M in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Cetera Investment Advisers held 17,996 shares of State Street SPDR S&P 500 ESG ETF worth $1.14M as of Q1 2026.
  • Cetera Investment Advisers sold 1,587 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $105K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2800 holding.
  • Cetera Investment Advisers first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and has held it in 14 quarters since.
  • Cetera Investment Advisers's State Street SPDR S&P 500 ESG ETF position peaked at $1.3M in Q4 2025.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.