J. Safra Asset Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

J. Safra Asset Management’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	$1.23M	Buy	16,848 +23	+0.1%	+$1.62K	0.06%	104
2026 Q1	$1.06M	Buy	16,825 +21	+0.1%	+$1.39K	0.06%	93
2025 Q4	$1.11M	Buy	16,804 +23	+0.1%	+$1.5K	0.06%	90
2025 Q3	$1.07M	Buy	16,781 +22	+0.1%	+$1.34K	0.06%	65
2025 Q2	$981K	Buy	16,759 +25	+0.1%	+$1.35K	0.07%	60
2025 Q1	$895K	Buy	16,734 +8,371	+100%	+$470K	0.07%	49
2024 Q4	$475K	Hold	8,363	–	–	0.04%	61
2024 Q3	$464K	Buy	8,363 +2,353	+39%	+$127K	0.04%	42
2024 Q2	$319K	Buy	+6,010	New	+$306K	0.03%	47

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

J. Safra Asset Management's EFIV Position: Q2 2026 in Review

J. Safra Asset Management increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.14% in Q2 2026, buying an estimated $1.62K and bringing the position to 16,848 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #104.

J. Safra Asset Management first reported a position in EFIV in Q2 2024 and has held it in 9 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

J. Safra Asset Management held 16,848 shares of State Street SPDR S&P 500 ESG ETF worth $1.23M as of Q2 2026.
J. Safra Asset Management bought 23 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $1.62K.
State Street SPDR S&P 500 ESG ETF made up 0.06% of J. Safra Asset Management's portfolio in Q2 2026, its #104 holding.
J. Safra Asset Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2024 and has held it in 9 quarters since.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.