Fidelity Investments
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Fidelity Investments’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Fidelity Investments’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 		$77.5K Buy
1,063
+80
+8% +$5.62K ﹤0.01% 4098
2026
Q1 		$62K Hold
983
– – ﹤0.01% 4018
2025
Q4 		$65K Buy
983
+3
+0.3% +$195 ﹤0.01% 3974
2025
Q3 		$62.3K Sell
980
-59
-6% -$3.6K ﹤0.01% 3869
2025
Q2 		$60.8K Sell
1,039
-67
-6% -$3.63K ﹤0.01% 3799
2025
Q1 		$59.2K Hold
1,106
– – ﹤0.01% 3784
2024
Q4 		$62.5K Hold
1,106
– – ﹤0.01% 3735
2024
Q3 		$61.7K Buy
+1,106
New +$59.6K ﹤0.01% 3694

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
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Fidelity Investments's EFIV Position: Q2 2026 in Review

Fidelity Investments increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 8.1% in Q2 2026, buying an estimated $5.62K and bringing the position to 1,063 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4098.

Fidelity Investments first reported a position in EFIV in Q3 2024 and has held it in 8 quarters since. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Fidelity Investments held 1,063 shares of State Street SPDR S&P 500 ESG ETF worth $77.5K as of Q2 2026.
  • Fidelity Investments bought 80 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $5.62K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4098 holding.
  • Fidelity Investments first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2024 and has held it in 8 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.