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 Q3	$4.43M	Buy	59,810 +1,720	+3%	+$127K	0.06%	219
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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Opulen Financial Group Arlington, Virginia $163M AUM 13.69% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Gradient Investments's EFIV Position: Q3 2026 in Review

Gradient Investments increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 3% in Q3 2026, buying an estimated $127K and bringing the position to 59,810 shares worth $4.43M. The position accounts for 0.06% of the portfolio, ranked #219.

Gradient Investments first reported a position in EFIV in Q3 2022 and has held it in 17 quarters since. 29 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

Gradient Investments held 59,810 shares of State Street SPDR S&P 500 ESG ETF worth $4.43M as of Q3 2026.
Gradient Investments bought 1,720 State Street SPDR S&P 500 ESG ETF shares in Q3 2026, an estimated $127K.
State Street SPDR S&P 500 ESG ETF made up 0.06% of Gradient Investments's portfolio in Q3 2026, its #219 holding.
Gradient Investments first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2022 and has held it in 17 quarters since.
29 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.