Prudential Financial’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Prudential Financial’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	-13,500	Closed	-$762K	–	2314
2024 Q4	$762K	Hold	13,500	–	–	﹤0.01%	1681
2024 Q3	$753K	Hold	13,500	–	–	﹤0.01%	2034
2024 Q2	$717K	Hold	13,500	–	–	﹤0.01%	2010
2024 Q1	$684K	Hold	13,500	–	–	﹤0.01%	2024
2023 Q4	$624K	Buy	+13,500	New	+$586K	﹤0.01%	2043

Other funds holding EFIV

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Prudential Financial's EFIV Position: Q1 2025 in Review

Prudential Financial sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2025, closing a stake of 13,500 shares — an estimated $762K sold.

Prudential Financial first reported a position in EFIV in Q4 2023 and held it in 5 quarters. The position peaked at $762K in Q4 2024. 113 funds tracked by Wall St. Rank hold EFIV as of Q1 2025.

Prudential Financial reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2025 after selling out during the quarter.
Prudential Financial sold 13,500 State Street SPDR S&P 500 ESG ETF shares in Q1 2025, an estimated $762K.
Prudential Financial first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2023 and held it in 5 quarters.
Prudential Financial's State Street SPDR S&P 500 ESG ETF position peaked at $762K in Q4 2024.
113 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2025.

Based on Prudential Financial's 13F filing for Q1 2025, filed 13 May 2025.