Corient Private Wealth
EFIV icon

Corient Private Wealth’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Corient Private Wealth’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 		$1M Sell
15,881
-15,841
-50% -$1.05M ﹤0.01% 1664
2025
Q4 		$2.1M Buy
31,722
+17,761
+127% +$1.16M ﹤0.01% 1511
2025
Q3 		$888K Hold
13,961
– – ﹤0.01% 1484
2025
Q2 		$817K Hold
13,961
– – ﹤0.01% 1460
2025
Q1 		$747K Hold
13,961
– – ﹤0.01% 1413
2024
Q4 		$789K Buy
13,961
+5
+0% +$285 ﹤0.01% 1419
2024
Q3 		$778K Buy
13,956
+109
+0.8% +$5.88K ﹤0.01% 1523
2024
Q2 		$735K Buy
13,847
+60
+0.4% +$3.05K ﹤0.01% 1458
2024
Q1 		$698K Sell
13,787
-36,991
-73% -$1.78M ﹤0.01% 1466
2023
Q4 		$2.35M Buy
50,778
+32
+0.1% +$1.39K ﹤0.01% 932
2023
Q3 		$2.11M Buy
50,746
+15
+0% +$648 ﹤0.01% 889
2023
Q2 		$2.18M Hold
50,731
– – 0.01% 867
2023
Q1 		$2M Hold
50,731
– – 0.01% 842
2022
Q4 		$1.86M Buy
+50,731
New +$1.87M 0.01% 725

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

Corient Private Wealth's EFIV Position: Q1 2026 in Review

Corient Private Wealth reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 50% in Q1 2026, selling an estimated $1.05M and leaving 15,881 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Corient Private Wealth first reported a position in EFIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.35M in Q4 2023. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Corient Private Wealth held 15,881 shares of State Street SPDR S&P 500 ESG ETF worth $1M as of Q1 2026.
  • Corient Private Wealth sold 15,841 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $1.05M.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1664 holding.
  • Corient Private Wealth first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's State Street SPDR S&P 500 ESG ETF position peaked at $2.35M in Q4 2023.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.