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Private Advisor Group’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Private Advisor Group’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 		$7.22M Sell
99,044
-24,737
-20% -$1.74M 0.03% 479
2026
Q1 		$7.81M Sell
123,781
-28,007
-18% -$1.85M 0.04% 482
2025
Q4 		$10M Buy
151,788
+1,071
+0.7% +$69.7K 0.05% 398
2025
Q3 		$9.58M Sell
150,717
-1,157
-0.8% -$70.6K 0.05% 401
2025
Q2 		$8.89M Buy
151,874
+1,642
+1% +$89K 0.05% 395
2025
Q1 		$8.04M Sell
150,232
-90,948
-38% -$5.11M 0.05% 389
2024
Q4 		$13.6M Buy
241,180
+5,815
+2% +$332K 0.08% 244
2024
Q3 		$13.1M Buy
235,365
+183,283
+352% +$9.88M 0.08% 231
2024
Q2 		$2.77M Sell
52,082
-1,304
-2% -$66.4K 0.02% 711
2024
Q1 		$2.7M Buy
53,386
+21,426
+67% +$1.03M 0.02% 677
2023
Q4 		$1.48M Buy
31,960
+1,436
+5% +$62.3K 0.01% 906
2023
Q3 		$1.27M Buy
30,524
+4,058
+15% +$175K 0.01% 919
2023
Q2 		$1.14M Buy
26,466
+5,757
+28% +$234K 0.01% 987
2023
Q1 		$817K Sell
20,709
-531
-3% -$20.3K 0.01% 1098
2022
Q4 		$779 Sell
21,240
-475
-2% -$17.5K ﹤0.01% 1293
2022
Q3 		$739K Buy
21,715
+10,056
+86% +$382K 0.01% 1062
2022
Q2 		$422K Buy
11,659
+6,422
+123% +$252K ﹤0.01% 1485
2022
Q1 		$227K Buy
+5,237
New +$224K ﹤0.01% 1828

Other funds holding EFIV

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Private Advisor Group's EFIV Position: Q2 2026 in Review

Private Advisor Group reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 20% in Q2 2026, selling an estimated $1.74M and leaving 99,044 shares worth $7.22M. The position accounts for 0.03% of the portfolio, ranked #479.

Private Advisor Group first reported a position in EFIV in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.6M in Q4 2024. 40 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Private Advisor Group held 99,044 shares of State Street SPDR S&P 500 ESG ETF worth $7.22M as of Q2 2026.
  • Private Advisor Group sold 24,737 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $1.74M.
  • State Street SPDR S&P 500 ESG ETF made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #479 holding.
  • Private Advisor Group first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2022 and has held it in 18 quarters since.
  • Private Advisor Group's State Street SPDR S&P 500 ESG ETF position peaked at $13.6M in Q4 2024.
  • 40 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.