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

GAM Holding’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 		$5.52M Hold
75,715
– – 0.42% 61
2026
Q1 		$4.78M Sell
75,715
-75,715
-50% -$5M 0.42% 62
2025
Q4 		$10M Buy
+151,430
New +$9.85M 0.64% 39

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

GAM Holding's EFIV Position: Q2 2026 in Review

GAM Holding held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 75,715 shares worth $5.52M. The position accounts for 0.42% of the portfolio, ranked #61.

GAM Holding first reported a position in EFIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $10M in Q4 2025. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • GAM Holding held 75,715 shares of State Street SPDR S&P 500 ESG ETF worth $5.52M as of Q2 2026.
  • GAM Holding 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 0.42% of GAM Holding's portfolio in Q2 2026, its #61 holding.
  • GAM Holding first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2025 and has held it in 3 quarters since.
  • GAM Holding's State Street SPDR S&P 500 ESG ETF position peaked at $10M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on GAM Holding's 13F filing for Q2 2026, filed 14 Aug 2026.