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 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 $2.21B 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SWA

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

LWP

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

Fidelity Investments's EFIV Position: Q1 2026 in Review

Fidelity Investments held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q1 2026 at 983 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #4018.

Fidelity Investments first reported a position in EFIV in Q3 2024 and has held it in 7 quarters since. The position peaked at $65K in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Fidelity Investments held 983 shares of State Street SPDR S&P 500 ESG ETF worth $62K as of Q1 2026.
Fidelity Investments left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q1 2026.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4018 holding.
Fidelity Investments first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2024 and has held it in 7 quarters since.
Fidelity Investments's State Street SPDR S&P 500 ESG ETF position peaked at $65K in Q4 2025.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.