Rockefeller Capital Management
EFIV icon

Rockefeller Capital Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Rockefeller Capital Management’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 		$121K Sell
1,911
-4,076
-68% -$269K ﹤0.01% 2771
2025
Q4 		$396K Sell
5,987
-83
-1% -$5.4K ﹤0.01% 2025
2025
Q3 		$386K Buy
+6,070
New +$370K ﹤0.01% 1900

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 $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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Principal Financial Group
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 $226M AUM 20.18% 1-Year Est. Return

Rockefeller Capital Management's EFIV Position: Q1 2026 in Review

Rockefeller Capital Management reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 68% in Q1 2026, selling an estimated $269K and leaving 1,911 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

Rockefeller Capital Management first reported a position in EFIV in Q3 2025 and has held it in 3 quarters since. The position peaked at $396K in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Rockefeller Capital Management held 1,911 shares of State Street SPDR S&P 500 ESG ETF worth $121K as of Q1 2026.
  • Rockefeller Capital Management sold 4,076 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $269K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2771 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's State Street SPDR S&P 500 ESG ETF position peaked at $396K 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 Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.