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

Osaic Holdings’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	$1.64M	Buy	22,523 +1,159	+5%	+$81.5K	﹤0.01%	2495
2026 Q1	$1.35M	Buy	21,364 +1,641	+8%	+$108K	﹤0.01%	2427
2025 Q4	$1.3M	Sell	19,723 -1,525	-7%	-$99.2K	﹤0.01%	2451
2025 Q3	$1.31M	Sell	21,248 -3,379	-14%	-$206K	﹤0.01%	2552
2025 Q2	$1.44M	Buy	24,627 +1	+0%	+$54	﹤0.01%	2191
2025 Q1	$1.32M	Buy	24,626 +705	+3%	+$39.6K	﹤0.01%	1995
2024 Q4	$1.35M	Sell	23,921 -2,563	-10%	-$146K	﹤0.01%	1967
2024 Q3	$1.48M	Sell	26,484 -587	-2%	-$31.6K	﹤0.01%	1957
2024 Q2	$1.44M	Buy	27,071 +55	+0.2%	+$2.8K	﹤0.01%	1893
2024 Q1	$1.37M	Buy	27,016 +2,635	+11%	+$127K	﹤0.01%	2020
2023 Q4	$1.13M	Sell	24,381 -17,021	-41%	-$738K	﹤0.01%	2396
2023 Q3	$1.72M	Buy	41,402 +13,631	+49%	+$589K	﹤0.01%	2142
2023 Q2	$1.2M	Buy	27,771 +1,853	+7%	+$75.4K	﹤0.01%	2329
2023 Q1	$1.02M	Sell	25,918 -80	-0.3%	-$3.06K	﹤0.01%	2447
2022 Q4	$953K	Buy	25,998 +1,597	+7%	+$58.9K	﹤0.01%	2411
2022 Q3	$831K	Sell	24,401 -3,019	-11%	-$115K	﹤0.01%	2400
2022 Q2	$993K	Buy	27,420 +7,342	+37%	+$288K	﹤0.01%	2271
2022 Q1	$1.02M	Buy	20,078 +6,112	+44%	+$261K	﹤0.01%	2564
2021 Q4	$633K	Buy	13,966 +13,263	+1,887%	+$579K	﹤0.01%	2836
2021 Q3	$28K	Buy	+703	New	+$29.1K	﹤0.01%	5532
2021 Q2	–	Sell	-10	Closed	–	–	7021
2021 Q1	$0	Buy	+10	New	+$359	﹤0.01%	6834

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

Osaic Holdings's EFIV Position: Q2 2026 in Review

Osaic Holdings increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 5.4% in Q2 2026, buying an estimated $81.5K and bringing the position to 22,523 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2495.

Osaic Holdings first reported a position in EFIV in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.72M in Q3 2023. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Osaic Holdings held 22,523 shares of State Street SPDR S&P 500 ESG ETF worth $1.64M as of Q2 2026.
Osaic Holdings bought 1,159 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $81.5K.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2495 holding.
Osaic Holdings first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2021 and has held it in 21 quarters since.
Osaic Holdings's State Street SPDR S&P 500 ESG ETF position peaked at $1.72M in Q3 2023.
140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.