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PineBridge Investments’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

PineBridge Investments’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
2025
Q1 		– Sell
-21,264
Closed -$1.2M – 752
2024
Q4 		$1.2M Buy
+21,264
New +$1.21M 0.01% 628
2024
Q3 		– Sell
-3,818
Closed -$203K – 739
2024
Q2 		$203K Sell
3,818
-39,848
-91% -$2.03M ﹤0.01% 545
2024
Q1 		$2.21M Sell
43,666
-9,671
-18% -$467K 0.02% 409
2023
Q4 		$2.46M Hold
53,337
– – 0.02% 358
2023
Q3 		$2.21M Sell
53,337
-13,325
-20% -$576K 0.02% 356
2023
Q2 		$2.87M Buy
+66,662
New +$2.71M 0.03% 335

Other funds holding EFIV

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

PineBridge Investments's EFIV Position: Q1 2025 in Review

PineBridge Investments sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2025, closing a stake of 21,264 shares — an estimated $1.2M sold.

PineBridge Investments first reported a position in EFIV in Q2 2023 and held it in 6 quarters. The position peaked at $2.87M in Q2 2023. 113 funds tracked by Wall St. Rank hold EFIV as of Q1 2025.

  • PineBridge Investments reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2025 after selling out during the quarter.
  • PineBridge Investments sold 21,264 State Street SPDR S&P 500 ESG ETF shares in Q1 2025, an estimated $1.2M.
  • PineBridge Investments first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2023 and held it in 6 quarters.
  • PineBridge Investments's State Street SPDR S&P 500 ESG ETF position peaked at $2.87M in Q2 2023.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2025.

Based on PineBridge Investments's 13F filing for Q1 2025, filed 14 May 2025.