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

Citigroup’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 		– Sell
-495
Closed -$32.7K – 6071
2025
Q4 		$32.7K Buy
+495
New +$32.2K ﹤0.01% 4719
2023
Q3 		– Sell
-2,115
Closed -$91.1K – 5705
2023
Q2 		$91.1K Buy
+2,115
New +$86K ﹤0.01% 4294

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

Citigroup's EFIV Position: Q1 2026 in Review

Citigroup sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2026, closing a stake of 495 shares — an estimated $32.7K sold.

Citigroup first reported a position in EFIV in Q2 2023 and held it in 2 quarters. The position peaked at $91.1K in Q2 2023. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Citigroup reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2026 after selling out during the quarter.
  • Citigroup sold 495 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $32.7K.
  • Citigroup first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2023 and held it in 2 quarters.
  • Citigroup's State Street SPDR S&P 500 ESG ETF position peaked at $91.1K in Q2 2023.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.