Mariner
EFIV icon

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

Mariner’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
Q1 		$887K Buy
14,057
+110
+0.8% +$7.27K ﹤0.01% 2058
2025
Q4 		$923K Buy
13,947
+370
+3% +$24.1K ﹤0.01% 2007
2025
Q3 		$863K Buy
13,577
+2,903
+27% +$177K ﹤0.01% 2024
2025
Q2 		$625K Buy
10,674
+3,536
+50% +$192K ﹤0.01% 2162
2025
Q1 		$382K Sell
7,138
-19,962
-74% -$1.12M ﹤0.01% 2417
2024
Q4 		$1.53M Buy
27,100
+1,085
+4% +$61.9K ﹤0.01% 1364
2024
Q3 		$1.45M Sell
26,015
-231
-0.9% -$12.5K ﹤0.01% 1367
2024
Q2 		$1.39M Buy
26,246
+263
+1% +$13.4K ﹤0.01% 1306
2024
Q1 		$1.32M Buy
25,983
+1,885
+8% +$91K ﹤0.01% 1332
2023
Q4 		$1.11M Sell
24,098
-9,771
-29% -$424K ﹤0.01% 1361
2023
Q3 		$1.41M Buy
33,869
+9,236
+37% +$399K ﹤0.01% 1150
2023
Q2 		$1.06M Buy
24,633
+3,507
+17% +$143K ﹤0.01% 1271
2023
Q1 		$833K Buy
21,126
+1,401
+7% +$53.6K ﹤0.01% 1372
2022
Q4 		$723K Buy
+19,725
New +$727K ﹤0.01% 1410

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Mariner's EFIV Position: Q1 2026 in Review

Mariner increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.79% in Q1 2026, buying an estimated $7.27K and bringing the position to 14,057 shares worth $887K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Mariner first reported a position in EFIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.53M in Q4 2024. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Mariner held 14,057 shares of State Street SPDR S&P 500 ESG ETF worth $887K as of Q1 2026.
  • Mariner bought 110 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $7.27K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2058 holding.
  • Mariner first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2022 and has held it in 14 quarters since.
  • Mariner's State Street SPDR S&P 500 ESG ETF position peaked at $1.53M in Q4 2024.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.