Raymond James Financial
EFIV icon

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
Q2 		$3.87M Buy
53,055
+6,607
+14% +$464K ﹤0.01% 2956
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 $2.2B AUM 1.53% 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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Raymond James Financial's EFIV Position: Q2 2026 in Review

Raymond James Financial increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 14% in Q2 2026, buying an estimated $464K and bringing the position to 53,055 shares worth $3.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2956.

Raymond James Financial first reported a position in EFIV in Q4 2024 and has held it in 7 quarters since. 142 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Raymond James Financial held 53,055 shares of State Street SPDR S&P 500 ESG ETF worth $3.87M as of Q2 2026.
  • Raymond James Financial bought 6,607 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $464K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2956 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 7 quarters since.
  • 142 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.