Longview Asset Management (New Mexico)’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Longview Asset Management (New Mexico)’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
2025 Q4	$268K	Sell	4,050 -1,271	-24%	-$82.7K	0.19%	39
2025 Q3	$338K	Sell	5,321 -1,993	-27%	-$122K	0.23%	34
2025 Q2	$428K	Sell	7,314 -1,749	-19%	-$94.8K	0.32%	32
2025 Q1	$485K	Sell	9,063 -333	-4%	-$18.7K	0.42%	31
2024 Q4	$531K	Buy	+9,396	New	+$536K	0.46%	32

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 $316M AUM

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Longview Asset Management (New Mexico)'s EFIV Position: Q4 2025 in Review

Longview Asset Management (New Mexico) reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 24% in Q4 2025, selling an estimated $82.7K and leaving 4,050 shares worth $268K. The position accounts for 0.19% of the portfolio, ranked #39.

Longview Asset Management (New Mexico) first reported a position in EFIV in Q4 2024 and has held it in 5 quarters since. The position peaked at $531K in Q4 2024. 121 funds tracked by Wall St. Rank hold EFIV as of Q4 2025.

Longview Asset Management (New Mexico) held 4,050 shares of State Street SPDR S&P 500 ESG ETF worth $268K as of Q4 2025.
Longview Asset Management (New Mexico) sold 1,271 State Street SPDR S&P 500 ESG ETF shares in Q4 2025, an estimated $82.7K.
State Street SPDR S&P 500 ESG ETF made up 0.19% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #39 holding.
Longview Asset Management (New Mexico) first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2024 and has held it in 5 quarters since.
Longview Asset Management (New Mexico)'s State Street SPDR S&P 500 ESG ETF position peaked at $531K in Q4 2024.
121 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.