JY
EFIV icon

Jeff Yass’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Jeff Yass’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 		$883K Buy
12,107
+7,867
+186% +$553K ﹤0.01% 8509
2026
Q1 		$267K Sell
4,240
-10,658
-72% -$704K ﹤0.01% 11131
2025
Q4 		$986K Sell
14,898
-22,431
-60% -$1.46M ﹤0.01% 7224
2025
Q3 		$2.37M Buy
37,329
+7,885
+27% +$481K ﹤0.01% 5426
2025
Q2 		$1.72M Buy
29,444
+24,221
+464% +$1.31M ﹤0.01% 6116
2025
Q1 		$279K Sell
5,223
-14,110
-73% -$793K ﹤0.01% 10214
2024
Q4 		$1.09M Sell
19,333
-4,385
-18% -$250K ﹤0.01% 6732
2024
Q3 		$1.32M Buy
23,718
+8,356
+54% +$450K ﹤0.01% 6190
2024
Q2 		$816K Sell
15,362
-5,327
-26% -$271K ﹤0.01% 7077
2024
Q1 		$1.05M Buy
20,689
+3,362
+19% +$162K ﹤0.01% 6789
2023
Q4 		$801K Sell
17,327
-3,511
-17% -$152K ﹤0.01% 7538
2023
Q3 		$865K Sell
20,838
-5,023
-19% -$217K ﹤0.01% 6952
2023
Q2 		$1.11M Buy
+25,861
New +$1.05M ﹤0.01% 6428
2023
Q1 		– Sell
-8,633
Closed -$316K – 12752
2022
Q4 		$316K Sell
8,633
-3,235
-27% -$119K ﹤0.01% 8963
2022
Q3 		$404K Buy
+11,868
New +$451K ﹤0.01% 9038

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Jeff Yass's EFIV Position: Q2 2026 in Review

Jeff Yass increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 186% in Q2 2026, buying an estimated $553K and bringing the position to 12,107 shares worth $883K. The position accounts for ﹤0.01% of the portfolio, ranked #8509.

Jeff Yass first reported a position in EFIV in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.37M in Q3 2025. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Jeff Yass held 12,107 shares of State Street SPDR S&P 500 ESG ETF worth $883K as of Q2 2026.
  • Jeff Yass bought 7,867 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $553K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8509 holding.
  • Jeff Yass first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2022 and has held it in 15 quarters since.
  • Jeff Yass's State Street SPDR S&P 500 ESG ETF position peaked at $2.37M in Q3 2025.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.