Commonwealth Equity Services’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Commonwealth Equity Services’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	$2.17M	Buy	29,783 +7,094	+31%	+$499K	﹤0.01%	2036
2026 Q1	$1.43M	Buy	22,689 +11,061	+95%	+$731K	﹤0.01%	2295
2025 Q4	$769K	Sell	11,628 -193	-2%	-$12.6K	﹤0.01%	2807
2025 Q3	$752K	Buy	11,821 +2,057	+21%	+$125K	﹤0.01%	2826
2025 Q2	$572K	Buy	9,764 +1,914	+24%	+$104K	﹤0.01%	3040
2025 Q1	$420K	Sell	7,850 -80	-1%	-$4.5K	﹤0.01%	3185
2024 Q4	$448K	Buy	7,930 +122	+2%	+$6.96K	﹤0.01%	3043
2024 Q3	$435K	Buy	7,808 +596	+8%	+$32.1K	﹤0.01%	3006
2024 Q2	$383K	Sell	7,212 -595	-8%	-$30.3K	﹤0.01%	3073
2024 Q1	$395K	Buy	7,807 +2,045	+35%	+$98.7K	﹤0.01%	3027
2023 Q4	$266K	Buy	5,762 +861	+18%	+$37.3K	﹤0.01%	3272
2023 Q3	$203K	Buy	4,901 +112	+2%	+$4.84K	﹤0.01%	3367
2023 Q2	$206K	Buy	+4,789	New	+$195K	﹤0.01%	3381

Other funds holding EFIV

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Commonwealth Equity Services's EFIV Position: Q2 2026 in Review

Commonwealth Equity Services increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 31% in Q2 2026, buying an estimated $499K and bringing the position to 29,783 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Commonwealth Equity Services first reported a position in EFIV in Q2 2023 and has held it in 13 quarters since. 40 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Commonwealth Equity Services held 29,783 shares of State Street SPDR S&P 500 ESG ETF worth $2.17M as of Q2 2026.
Commonwealth Equity Services bought 7,094 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $499K.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2036 holding.
Commonwealth Equity Services first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2023 and has held it in 13 quarters since.
40 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.