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SBI Securities’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

SBI Securities’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 		$25.9K Buy
355
+16
+5% +$1.13K ﹤0.01% 1452
2026
Q1 		$21.4K Buy
339
+110
+48% +$7.27K ﹤0.01% 1439
2025
Q4 		$15.1K Sell
229
-23
-9% -$1.5K ﹤0.01% 1559
2025
Q3 		$16K Sell
252
-158
-39% -$9.63K ﹤0.01% 1549
2025
Q2 		$24K Buy
410
+186
+83% +$10.1K ﹤0.01% 1341
2025
Q1 		$12K Sell
224
-43
-16% -$2.42K ﹤0.01% 1536
2024
Q4 		$15.1K Buy
+267
New +$15.2K ﹤0.01% 1472

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SBI Securities's EFIV Position: Q2 2026 in Review

SBI Securities increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 4.7% in Q2 2026, buying an estimated $1.13K and bringing the position to 355 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

SBI Securities first reported a position in EFIV in Q4 2024 and has held it in 7 quarters since. 140 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • SBI Securities held 355 shares of State Street SPDR S&P 500 ESG ETF worth $25.9K as of Q2 2026.
  • SBI Securities bought 16 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $1.13K.
  • State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1452 holding.
  • SBI Securities first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2024 and has held it in 7 quarters since.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.