GI
EFIV icon

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

Gradient 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 		$4.24M Buy
58,090
+2,129
+4% +$150K 0.06% 208
2026
Q1 		$3.53M Sell
55,961
-1,031
-2% -$68.1K 0.05% 213
2025
Q4 		$3.77M Buy
56,992
+2,778
+5% +$181K 0.06% 177
2025
Q3 		$3.45M Sell
54,214
-746
-1% -$45.5K 0.06% 173
2025
Q2 		$3.22M Sell
54,960
-11,253
-17% -$610K 0.06% 172
2025
Q1 		$3.54M Sell
66,213
-3,313
-5% -$186K 0.07% 161
2024
Q4 		$3.93M Buy
69,526
+68
+0.1% +$3.88K 0.08% 153
2024
Q3 		$3.87M Sell
69,458
-1,080
-2% -$58.2K 0.08% 148
2024
Q2 		$3.75M Buy
70,538
+664
+1% +$33.8K 0.08% 160
2024
Q1 		$3.54M Buy
69,874
+1,556
+2% +$75.1K 0.08% 159
2023
Q4 		$3.16M Sell
68,318
-1,499
-2% -$65K 0.08% 160
2023
Q3 		$2.9M Sell
69,817
-1,151
-2% -$49.8K 0.08% 152
2023
Q2 		$3.06M Sell
70,968
-6,522
-8% -$265K 0.08% 151
2023
Q1 		$3.06M Sell
77,490
-9,106
-11% -$349K 0.08% 151
2022
Q4 		$3.17M Sell
86,596
-20,744
-19% -$765K 0.1% 153
2022
Q3 		$3.65M Buy
+107,340
New +$4.08M 0.11% 146

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
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
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Gradient Investments's EFIV Position: Q2 2026 in Review

Gradient Investments increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 3.8% in Q2 2026, buying an estimated $150K and bringing the position to 58,090 shares worth $4.24M. The position accounts for 0.06% of the portfolio, ranked #208.

Gradient Investments first reported a position in EFIV in Q3 2022 and has held it in 16 quarters since. 18 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Gradient Investments held 58,090 shares of State Street SPDR S&P 500 ESG ETF worth $4.24M as of Q2 2026.
  • Gradient Investments bought 2,129 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $150K.
  • State Street SPDR S&P 500 ESG ETF made up 0.06% of Gradient Investments's portfolio in Q2 2026, its #208 holding.
  • Gradient Investments first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2022 and has held it in 16 quarters since.
  • 18 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.