Royal Bank of Canada’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Royal Bank of Canada’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	$80K	Sell	1,262 -14,043	-92%	-$928K	﹤0.01%	5250
2025 Q4	$1.01M	Buy	15,305 +13,358	+686%	+$869K	﹤0.01%	3633
2025 Q3	$124K	Sell	1,947 -44,295	-96%	-$2.7M	﹤0.01%	5385
2025 Q2	$2.71M	Buy	46,242 +46,021	+20,824%	+$2.49M	﹤0.01%	3054
2025 Q1	$11K	Sell	221 -570	-72%	-$32K	﹤0.01%	6122
2024 Q4	$45K	Hold	791	–	–	﹤0.01%	5742
2024 Q3	$44K	Hold	791	–	–	﹤0.01%	5760
2024 Q2	$42K	Sell	791 -920	-54%	-$46.8K	﹤0.01%	5730
2024 Q1	$87K	Buy	1,711 +1,112	+186%	+$53.7K	﹤0.01%	5256
2023 Q4	$28K	Sell	599 -330	-36%	-$14.3K	﹤0.01%	6204
2023 Q3	$39K	Sell	929 -4,063	-81%	-$176K	﹤0.01%	5906
2023 Q2	$216K	Buy	4,992 +4,062	+437%	+$165K	﹤0.01%	4675
2023 Q1	$37K	Sell	930 -3,643	-80%	-$139K	﹤0.01%	5776
2022 Q4	$167K	Buy	4,573 +3,946	+629%	+$145K	﹤0.01%	5027
2022 Q3	$21K	Sell	627 -17,623	-97%	-$670K	﹤0.01%	6114
2022 Q2	$661K	Sell	18,250 -20,690	-53%	-$812K	﹤0.01%	3838
2022 Q1	$1.69M	Buy	38,940 +26,770	+220%	+$1.14M	﹤0.01%	3212
2021 Q4	$551K	Buy	+12,170	New	+$531K	﹤0.01%	4363

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 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 $226M AUM 20.18% 1-Year Est. Return

Royal Bank of Canada's EFIV Position: Q1 2026 in Review

Royal Bank of Canada reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 92% in Q1 2026, selling an estimated $928K and leaving 1,262 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #5250.

Royal Bank of Canada first reported a position in EFIV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.71M in Q2 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Royal Bank of Canada held 1,262 shares of State Street SPDR S&P 500 ESG ETF worth $80K as of Q1 2026.
Royal Bank of Canada sold 14,043 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $928K.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #5250 holding.
Royal Bank of Canada first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2021 and has held it in 18 quarters since.
Royal Bank of Canada's State Street SPDR S&P 500 ESG ETF position peaked at $2.71M in Q2 2025.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.