Northwestern Mutual Wealth Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Northwestern Mutual Wealth 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
2026 Q2	$5.11M	Buy	70,134 +6,528	+10%	+$459K	﹤0.01%	846
2026 Q1	$4.01M	Buy	63,606 +6,480	+11%	+$428K	﹤0.01%	877
2025 Q4	$3.78M	Buy	57,126 +2,978	+5%	+$194K	﹤0.01%	862
2025 Q3	$3.44M	Sell	54,148 -1,782	-3%	-$109K	﹤0.01%	847
2025 Q2	$3.27M	Buy	55,930 +35,657	+176%	+$1.93M	﹤0.01%	804
2025 Q1	$1.08M	Sell	20,273 -19,268	-49%	-$1.08M	﹤0.01%	1087
2024 Q4	$2.23M	Buy	39,541 +21,203	+116%	+$1.21M	﹤0.01%	835
2024 Q3	$1.02M	Sell	18,338 -994	-5%	-$53.6K	﹤0.01%	1058
2024 Q2	$1.03M	Buy	19,332 +944	+5%	+$48K	﹤0.01%	1010
2024 Q1	$931K	Buy	18,388 +373	+2%	+$18K	﹤0.01%	1029
2023 Q4	$832K	Buy	18,015 +10,774	+149%	+$467K	﹤0.01%	1037
2023 Q3	$300K	Buy	7,241 +679	+10%	+$29.4K	﹤0.01%	1321
2023 Q2	$282K	Buy	6,562 +1,730	+36%	+$70.4K	﹤0.01%	1353
2023 Q1	$191K	Buy	4,832 +125	+3%	+$4.79K	﹤0.01%	1457
2022 Q4	$173K	Buy	4,707 +770	+20%	+$28.4K	﹤0.01%	1465
2022 Q3	$134K	Buy	+3,937	New	+$150K	﹤0.01%	1541
2022 Q2	–	Sell	-246	Closed	-$11K	–	3249
2022 Q1	$11K	Buy	+246	New	+$10.5K	﹤0.01%	2503

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 $353M AUM 17.68% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Northwestern Mutual Wealth Management's EFIV Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 10% in Q2 2026, buying an estimated $459K and bringing the position to 70,134 shares worth $5.11M. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Northwestern Mutual Wealth Management first reported a position in EFIV in Q1 2022 and has held it in 17 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Northwestern Mutual Wealth Management held 70,134 shares of State Street SPDR S&P 500 ESG ETF worth $5.11M as of Q2 2026.
Northwestern Mutual Wealth Management bought 6,528 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $459K.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #846 holding.
Northwestern Mutual Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2022 and has held it in 17 quarters since.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.