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 Q2	$1.01M	Sell	13,789 -2,092	-13%	-$147K	﹤0.01%	1812
2026 Q1	$1M	Buy	15,881 +20	+0.1%	+$1.32K	﹤0.01%	1664
2025 Q4	$1.05M	Buy	15,861 +1,900	+14%	+$124K	﹤0.01%	1488
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 $2.2B AUM 1.53% 1-Year Est. Return

FNWM

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

KOC

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

BWFA

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

IWC

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

Corient Private Wealth's EFIV Position: Q2 2026 in Review

Corient Private Wealth reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 13% in Q2 2026, selling an estimated $147K and leaving 13,789 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Corient Private Wealth first reported a position in EFIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q4 2023. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Corient Private Wealth held 13,789 shares of State Street SPDR S&P 500 ESG ETF worth $1.01M as of Q2 2026.
Corient Private Wealth sold 2,092 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $147K.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1812 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 15 quarters since.
Corient Private Wealth's State Street SPDR S&P 500 ESG ETF position peaked at $2.35M in Q4 2023.
141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.