EH
EFIV icon

Equitable Holdings’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Equitable Holdings’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 		$3.63M Sell
54,825
-65
-0.1% -$4.3K 0.02% 543
2025
Q4 		$3.63M Sell
54,890
-3,223
-6% -$210K 0.02% 462
2025
Q3 		$3.7M Buy
58,113
+21,503
+59% +$1.31M 0.03% 428
2025
Q2 		$2.14M Buy
36,610
+477
+1% +$25.8K 0.02% 542
2025
Q1 		$1.93M Buy
36,133
+7,626
+27% +$428K 0.02% 517
2024
Q4 		$1.61M Buy
28,507
+489
+2% +$27.9K 0.02% 536
2024
Q3 		$1.56M Buy
28,018
+1,281
+5% +$69K 0.02% 561
2024
Q2 		$1.42M Sell
26,737
-1,007
-4% -$51.2K 0.01% 561
2024
Q1 		$1.4M Sell
27,744
-2,153
-7% -$104K 0.02% 538
2023
Q4 		$1.38M Buy
29,897
+5,218
+21% +$226K 0.02% 506
2023
Q3 		$1.02M Buy
+24,679
New +$1.07M 0.01% 537
2023
Q2 		– Sell
-5,628
Closed -$222K – 1045
2023
Q1 		$222K Buy
+5,628
New +$215K ﹤0.01% 893

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 $530M AUM 19.89% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Equitable Holdings's EFIV Position: Q1 2026 in Review

Equitable Holdings reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.12% in Q1 2026, selling an estimated $4.3K and leaving 54,825 shares worth $3.63M. The position accounts for 0.02% of the portfolio, ranked #543.

Equitable Holdings first reported a position in EFIV in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.7M in Q3 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Equitable Holdings held 54,825 shares of State Street SPDR S&P 500 ESG ETF worth $3.63M as of Q1 2026.
  • Equitable Holdings sold 65 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $4.3K.
  • State Street SPDR S&P 500 ESG ETF made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #543 holding.
  • Equitable Holdings first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2023 and has held it in 12 quarters since.
  • Equitable Holdings's State Street SPDR S&P 500 ESG ETF position peaked at $3.7M in Q3 2025.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.