HighTower Advisors
EFIV icon

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

HighTower Advisors’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 		$3.76M Buy
51,570
+6,392
+14% +$449K ﹤0.01% 1400
2026
Q1 		$2.85M Buy
45,178
+11,149
+33% +$737K ﹤0.01% 1514
2025
Q4 		$2.25M Sell
34,029
-257
-0.7% -$16.7K ﹤0.01% 1606
2025
Q3 		$2.18M Sell
34,286
-2,377
-6% -$145K ﹤0.01% 1584
2025
Q2 		$2.15M Sell
36,663
-6,587
-15% -$357K ﹤0.01% 1525
2025
Q1 		$2.31M Sell
43,250
-3,462
-7% -$195K ﹤0.01% 1452
2024
Q4 		$2.64M Buy
46,712
+373
+0.8% +$21.3K ﹤0.01% 1351
2024
Q3 		$2.58M Buy
46,339
+6,148
+15% +$331K ﹤0.01% 1357
2024
Q2 		$2.14M Buy
40,191
+323
+0.8% +$16.4K ﹤0.01% 1415
2024
Q1 		$2.02M Buy
39,868
+9,205
+30% +$444K ﹤0.01% 1434
2023
Q4 		$1.42M Buy
30,663
+11,198
+58% +$486K ﹤0.01% 1649
2023
Q3 		$807K Buy
19,465
+770
+4% +$33.3K ﹤0.01% 1918
2023
Q2 		$806K Buy
18,695
+4,480
+32% +$182K ﹤0.01% 1884
2023
Q1 		$560K Sell
14,215
-3,308
-19% -$127K ﹤0.01% 2033
2022
Q4 		$642K Buy
17,523
+1,350
+8% +$49.8K ﹤0.01% 1955
2022
Q3 		$552K Buy
16,173
+8,155
+102% +$310K ﹤0.01% 1955
2022
Q2 		$291K Buy
+8,018
New +$315K ﹤0.01% 2385

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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
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
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HighTower Advisors's EFIV Position: Q2 2026 in Review

HighTower Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 14% in Q2 2026, buying an estimated $449K and bringing the position to 51,570 shares worth $3.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

HighTower Advisors first reported a position in EFIV in Q2 2022 and has held it in 17 quarters since. 76 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • HighTower Advisors held 51,570 shares of State Street SPDR S&P 500 ESG ETF worth $3.76M as of Q2 2026.
  • HighTower Advisors bought 6,392 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $449K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1400 holding.
  • HighTower Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2022 and has held it in 17 quarters since.
  • 76 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.