EI
EFIV icon

Ethic Inc’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Ethic Inc’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 		$255K Hold
3,497
– – ﹤0.01% 1198
2026
Q1 		$221K Hold
3,497
– – ﹤0.01% 1126
2025
Q4 		$231K Hold
3,497
– – ﹤0.01% 1091
2025
Q3 		$222K Buy
3,497
+2
+0.1% +$122 ﹤0.01% 1084
2025
Q2 		$203K Buy
+3,495
New +$189K ﹤0.01% 1121

Other funds holding EFIV

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SL
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
AF
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ethic Inc's EFIV Position: Q2 2026 in Review

Ethic Inc held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 3,497 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Ethic Inc first reported a position in EFIV in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Ethic Inc held 3,497 shares of State Street SPDR S&P 500 ESG ETF worth $255K as of Q2 2026.
  • Ethic Inc left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1198 holding.
  • Ethic Inc first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.