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

Raymond James 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
2026 Q1	$2.93M	Sell	46,448 -1,269	-3%	-$83.9K	﹤0.01%	3047
2025 Q4	$3.16M	Buy	47,717 +1,711	+4%	+$111K	﹤0.01%	2888
2025 Q3	$2.93M	Buy	46,006 +1,443	+3%	+$88K	﹤0.01%	2882
2025 Q2	$2.61M	Buy	44,563 +45	+0.1%	+$2.44K	﹤0.01%	2863
2025 Q1	$2.38M	Buy	44,518 +11,744	+36%	+$660K	﹤0.01%	2864
2024 Q4	$1.85M	Buy	+32,774	New	+$1.87M	﹤0.01%	3029

Other funds holding EFIV

BOI

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

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

LWP

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

Raymond James Financial's EFIV Position: Q1 2026 in Review

Raymond James Financial reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 2.7% in Q1 2026, selling an estimated $83.9K and leaving 46,448 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #3047.

Raymond James Financial first reported a position in EFIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.16M in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Raymond James Financial held 46,448 shares of State Street SPDR S&P 500 ESG ETF worth $2.93M as of Q1 2026.
Raymond James Financial sold 1,269 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $83.9K.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3047 holding.
Raymond James Financial first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's State Street SPDR S&P 500 ESG ETF position peaked at $3.16M in Q4 2025.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.