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EFIV icon

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

NewEdge Advisors’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 		$288K Buy
4,560
+544
+14% +$36K ﹤0.01% 2368
2025
Q4 		$266K Buy
4,016
+51
+1% +$3.32K ﹤0.01% 2391
2025
Q3 		$252K Hold
3,965
– – ﹤0.01% 2286
2025
Q2 		$232K Buy
3,965
+110
+3% +$5.96K ﹤0.01% 2147
2025
Q1 		$206K Hold
3,855
– – ﹤0.01% 2082
2024
Q4 		$218K Sell
3,855
-64
-2% -$3.65K ﹤0.01% 2051
2024
Q3 		$219K Buy
3,919
+11
+0.3% +$593 ﹤0.01% 1965
2024
Q2 		$208K Buy
3,908
+10
+0.3% +$509 ﹤0.01% 1904
2024
Q1 		$197K Sell
3,898
-389
-9% -$18.8K ﹤0.01% 1844
2023
Q4 		$198K Buy
4,287
+3,210
+298% +$139K ﹤0.01% 1716
2023
Q3 		$44.7K Buy
1,077
+995
+1,213% +$43K ﹤0.01% 2125
2023
Q2 		$3.53K Buy
82
+25
+44% +$1.02K ﹤0.01% 2929
2023
Q1 		$2.25K Buy
+57
New +$2.18K ﹤0.01% 3004

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

NewEdge Advisors's EFIV Position: Q1 2026 in Review

NewEdge Advisors increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 14% in Q1 2026, buying an estimated $36K and bringing the position to 4,560 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

NewEdge Advisors first reported a position in EFIV in Q1 2023 and has held it in 13 quarters since. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • NewEdge Advisors held 4,560 shares of State Street SPDR S&P 500 ESG ETF worth $288K as of Q1 2026.
  • NewEdge Advisors bought 544 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $36K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2368 holding.
  • NewEdge Advisors first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2023 and has held it in 13 quarters since.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.