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

Coastal Bridge 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
2026 Q2	$327K	Buy	+4,485	New	+$315K	0.02%	380

Other funds holding EFIV

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

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

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Coastal Bridge Advisors's EFIV Position: Q2 2026 in Review

Coastal Bridge Advisors opened a new position in State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2026: 4,485 shares worth $327K. The stake represents 0.02% of the portfolio and ranks #380 among its holdings.

140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Coastal Bridge Advisors held 4,485 shares of State Street SPDR S&P 500 ESG ETF worth $327K as of Q2 2026.
State Street SPDR S&P 500 ESG ETF was a new Coastal Bridge Advisors position in Q2 2026.
State Street SPDR S&P 500 ESG ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #380 holding.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.