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

Tompkins 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 Q3	$31M	Sell	419,195 -6,473	-2%	-$478K	2.19%	14
2026 Q2	$31M	Buy	425,668 +124,302	+41%	+$8.74M	2.17%	13
2026 Q1	$19M	Buy	301,366 +13,255	+5%	+$876K	1.51%	17
2025 Q4	$19.1M	Sell	288,111 -1,903	-0.7%	-$124K	1.48%	17
2025 Q3	$18.4M	Buy	290,014 +26,244	+10%	+$1.6M	1.54%	15
2025 Q2	$15.4M	Buy	263,770 +32,236	+14%	+$1.75M	1.42%	18
2025 Q1	$12.4M	Buy	231,534 +224,394	+3,143%	+$12.6M	1.19%	26
2024 Q4	$403K	Buy	+7,140	New	+$407K	0.04%	133

Other funds holding EFIV

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

FinArc Investments Norwood, Massachusetts $113M AUM

VWM

Verus Wealth Management De Pere, Wisconsin $159M AUM 11.71% 1-Year Est. Return

Tompkins Financial's EFIV Position: Q3 2026 in Review

Tompkins Financial reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 1.5% in Q3 2026, selling an estimated $478K and leaving 419,195 shares worth $31M. The position accounts for 2.19% of the portfolio, ranked #14.

Tompkins Financial first reported a position in EFIV in Q4 2024 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

Tompkins Financial held 419,195 shares of State Street SPDR S&P 500 ESG ETF worth $31M as of Q3 2026.
Tompkins Financial sold 6,473 State Street SPDR S&P 500 ESG ETF shares in Q3 2026, an estimated $478K.
State Street SPDR S&P 500 ESG ETF made up 2.19% of Tompkins Financial's portfolio in Q3 2026, its #14 holding.
Tompkins Financial first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2024 and has held it in 8 quarters since.
17 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.