Envestnet Asset Management
EFIV icon

Envestnet Asset Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Envestnet Asset Management’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 		$1.73M Sell
23,702
-550
-2% -$38.7K ﹤0.01% 3261
2026
Q1 		$1.53M Buy
24,252
+6,170
+34% +$408K ﹤0.01% 3187
2025
Q4 		$1.2M Sell
18,082
-204
-1% -$13.3K ﹤0.01% 3164
2025
Q3 		$1.16M Buy
18,286
+10,051
+122% +$613K ﹤0.01% 3243
2025
Q2 		$482K Sell
8,235
-1,483
-15% -$80.4K ﹤0.01% 3714
2025
Q1 		$520K Sell
9,718
-1,028
-10% -$57.8K ﹤0.01% 3598
2024
Q4 		$607K Buy
10,746
+799
+8% +$45.6K ﹤0.01% 3474
2024
Q3 		$555K Buy
9,947
+360
+4% +$19.4K ﹤0.01% 3491
2024
Q2 		$509K Buy
9,587
+52
+0.5% +$2.65K ﹤0.01% 3450
2024
Q1 		$483K Buy
9,535
+14
+0.1% +$676 ﹤0.01% 3451
2023
Q4 		$440K Sell
9,521
-6,126
-39% -$266K ﹤0.01% 3397
2023
Q3 		$649K Sell
15,647
-665
-4% -$28.8K ﹤0.01% 3102
2023
Q2 		$702K Buy
16,312
+251
+2% +$10.2K ﹤0.01% 3015
2023
Q1 		$633K Buy
16,061
+536
+3% +$20.5K ﹤0.01% 2992
2022
Q4 		$569K Sell
15,525
-3,128
-17% -$115K ﹤0.01% 3027
2022
Q3 		$635K Buy
18,653
+4,294
+30% +$163K ﹤0.01% 2869
2022
Q2 		$520K Buy
14,359
+301
+2% +$11.8K ﹤0.01% 3031
2022
Q1 		$610K Buy
14,058
+7,369
+110% +$315K ﹤0.01% 3005
2021
Q4 		$303K Buy
+6,689
New +$292K ﹤0.01% 3406

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
TF
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Envestnet Asset Management's EFIV Position: Q2 2026 in Review

Envestnet Asset Management reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 2.3% in Q2 2026, selling an estimated $38.7K and leaving 23,702 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #3261.

Envestnet Asset Management first reported a position in EFIV in Q4 2021 and has held it in 19 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Envestnet Asset Management held 23,702 shares of State Street SPDR S&P 500 ESG ETF worth $1.73M as of Q2 2026.
  • Envestnet Asset Management sold 550 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $38.7K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3261 holding.
  • Envestnet Asset Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2021 and has held it in 19 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.