IWC
EFIV icon

Integrated Wealth Concepts’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Integrated Wealth Concepts’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 		$12.3M Buy
168,570
+78,477
+87% +$5.52M 0.06% 294
2026
Q1 		$5.68M Buy
90,093
+6,338
+8% +$419K 0.05% 385
2025
Q4 		$5.54M Sell
83,755
-9,480
-10% -$617K 0.07% 267
2025
Q3 		$5.93M Buy
93,235
+2,807
+3% +$171K 0.05% 331
2025
Q2 		$5.29M Buy
90,428
+1,730
+2% +$93.7K 0.05% 322
2025
Q1 		$4.75M Sell
88,698
-15
-0% -$843 0.06% 322
2024
Q4 		$5.01M Sell
88,713
-1,096
-1% -$62.5K 0.06% 296
2024
Q3 		$5.01M Buy
89,809
+4,201
+5% +$226K 0.06% 287
2024
Q2 		$4.55M Sell
85,608
-380,191
-82% -$19.3M 0.06% 279
2024
Q1 		$23.6M Buy
465,799
+11,475
+3% +$554K 0.34% 64
2023
Q4 		$21M Sell
454,324
-66,929
-13% -$2.9M 0.34% 61
2023
Q3 		$21.6M Buy
521,253
+10,779
+2% +$466K 0.38% 56
2023
Q2 		$22M Sell
510,474
-319,979
-39% -$13M 0.38% 57
2023
Q1 		$32.7M Buy
830,453
+39,702
+5% +$1.52M 0.68% 27
2022
Q4 		$29M Buy
790,751
+20,356
+3% +$751K 0.79% 26
2022
Q3 		$26.2M Buy
770,395
+42,009
+6% +$1.6M 0.84% 24
2022
Q2 		$26.4M Buy
728,386
+26,635
+4% +$1.05M 0.82% 25
2022
Q1 		$30.5M Buy
+701,751
New +$30M 0.93% 21

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

Integrated Wealth Concepts's EFIV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 87% in Q2 2026, buying an estimated $5.52M and bringing the position to 168,570 shares worth $12.3M. The position accounts for 0.06% of the portfolio, ranked #294.

Integrated Wealth Concepts first reported a position in EFIV in Q1 2022 and has held it in 18 quarters since. The position peaked at $32.7M in Q1 2023. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Integrated Wealth Concepts held 168,570 shares of State Street SPDR S&P 500 ESG ETF worth $12.3M as of Q2 2026.
  • Integrated Wealth Concepts bought 78,477 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $5.52M.
  • State Street SPDR S&P 500 ESG ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q2 2026, its #294 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2022 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's State Street SPDR S&P 500 ESG ETF position peaked at $32.7M in Q1 2023.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.