Citadel Advisors
EFIV icon

Citadel Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Citadel Advisors’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
2025
Q4 		– Sell
-25,525
Closed -$1.62M – 12966
2025
Q3 		$1.62M Buy
+25,525
New +$1.56M ﹤0.01% 6495
2025
Q2 		– Sell
-7,025
Closed -$376K – 13129
2025
Q1 		$376K Buy
7,025
+531
+8% +$29.8K ﹤0.01% 9096
2024
Q4 		$367K Buy
+6,494
New +$370K ﹤0.01% 9249
2024
Q3 		– Sell
-10,881
Closed -$578K – 14441
2024
Q2 		$578K Buy
+10,881
New +$554K ﹤0.01% 7762
2024
Q1 		– Sell
-5,189
Closed -$240K – 14741
2023
Q4 		$240K Sell
5,189
-4,525
-47% -$196K ﹤0.01% 9601
2023
Q3 		$403K Buy
+9,714
New +$420K ﹤0.01% 8534
2023
Q2 		– Sell
-6,140
Closed -$242K – 14526
2023
Q1 		$242K Sell
6,140
-1,602
-21% -$61.3K ﹤0.01% 9825
2022
Q4 		$284K Sell
7,742
-1,866
-19% -$68.8K ﹤0.01% 9438
2022
Q3 		$327K Sell
9,608
-7,531
-44% -$286K ﹤0.01% 9377
2022
Q2 		$621K Sell
17,139
-5,297
-24% -$208K ﹤0.01% 8164
2022
Q1 		$974K Sell
22,436
-1,136
-5% -$48.5K ﹤0.01% 7754
2021
Q4 		$1.07M Buy
23,572
+13,705
+139% +$598K ﹤0.01% 7789
2021
Q3 		$398K Sell
9,867
-7,305
-43% -$302K ﹤0.01% 10420
2021
Q2 		$689K Buy
17,172
+8,338
+94% +$325K ﹤0.01% 9278
2021
Q1 		$326K Sell
8,834
-6,190
-41% -$222K ﹤0.01% 10651
2020
Q4 		$524K Buy
15,024
+1,761
+13% +$58.6K ﹤0.01% 8058
2020
Q3 		$419K Buy
+13,263
New +$419K ﹤0.01% 7582

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
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Citadel Advisors's EFIV Position: Q4 2025 in Review

Citadel Advisors sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q4 2025, closing a stake of 25,525 shares — an estimated $1.62M sold.

Citadel Advisors first reported a position in EFIV in Q3 2020 and held it in 17 quarters. The position peaked at $1.62M in Q3 2025. 121 funds tracked by Wall St. Rank hold EFIV as of Q4 2025.

  • Citadel Advisors reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 25,525 State Street SPDR S&P 500 ESG ETF shares in Q4 2025, an estimated $1.62M.
  • Citadel Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2020 and held it in 17 quarters.
  • Citadel Advisors's State Street SPDR S&P 500 ESG ETF position peaked at $1.62M in Q3 2025.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.