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Meitav Investment House’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Meitav Investment House’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 		$2.44M Buy
39,590
+18,100
+84% +$1.2M 0.03% 128
2025
Q4 		$1.43M Buy
21,490
+5,755
+37% +$374K 0.02% 158
2025
Q3 		$998K Buy
15,735
+581
+4% +$35.4K 0.01% 165
2025
Q2 		$885K Buy
15,154
+6,654
+78% +$361K 0.01% 153
2025
Q1 		$453K Buy
+8,500
New +$478K 0.01% 176

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 $530M AUM 19.89% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Meitav Investment House's EFIV Position: Q1 2026 in Review

Meitav Investment House increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 84% in Q1 2026, buying an estimated $1.2M and bringing the position to 39,590 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #128.

Meitav Investment House first reported a position in EFIV in Q1 2025 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Meitav Investment House held 39,590 shares of State Street SPDR S&P 500 ESG ETF worth $2.44M as of Q1 2026.
  • Meitav Investment House bought 18,100 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $1.2M.
  • State Street SPDR S&P 500 ESG ETF made up 0.03% of Meitav Investment House's portfolio in Q1 2026, its #128 holding.
  • Meitav Investment House first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2025 and has held it in 5 quarters since.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Meitav Investment House's 13F filing for Q1 2026, filed 29 Apr 2026.