New York Life Investment Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

New York Life Investment 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
2023 Q4	–	Sell	-33,840	Closed	-$1.4M	–	1319
2023 Q3	$1.4M	Sell	33,840 -4,109	-11%	-$178K	0.02%	572
2023 Q2	$1.63M	Buy	+37,949	New	+$1.54M	0.02%	551
2022 Q4	–	Sell	-19,286	Closed	-$656K	–	1200
2022 Q3	$656K	Buy	19,286 +5,493	+40%	+$209K	0.01%	663
2022 Q2	$500K	Sell	13,793 -3,171	-19%	-$124K	0.01%	720
2022 Q1	$737K	Buy	16,964 +8,677	+105%	+$370K	0.04%	43
2021 Q4	$375K	Buy	+8,287	New	+$362K	0.02%	44

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

RCS

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

BWFA

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

KOC

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

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

New York Life Investment Management's EFIV Position: Q4 2023 in Review

New York Life Investment Management sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q4 2023, closing a stake of 33,840 shares — an estimated $1.4M sold.

New York Life Investment Management first reported a position in EFIV in Q4 2021 and held it in 6 quarters. The position peaked at $1.63M in Q2 2023. 82 funds tracked by Wall St. Rank hold EFIV as of Q4 2023.

New York Life Investment Management reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q4 2023 after selling out during the quarter.
New York Life Investment Management sold 33,840 State Street SPDR S&P 500 ESG ETF shares in Q4 2023, an estimated $1.4M.
New York Life Investment Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2021 and held it in 6 quarters.
New York Life Investment Management's State Street SPDR S&P 500 ESG ETF position peaked at $1.63M in Q2 2023.
82 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2023.

Based on New York Life Investment Management's 13F filing for Q4 2023, filed 6 Feb 2024.