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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
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

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
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
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Tompkins Financial's EFIV Position: Q2 2026 in Review

Tompkins Financial increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 41% in Q2 2026, buying an estimated $8.74M and bringing the position to 425,668 shares worth $31M. The position accounts for 2.17% of the portfolio, ranked #13.

Tompkins Financial 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.

  • Tompkins Financial held 425,668 shares of State Street SPDR S&P 500 ESG ETF worth $31M as of Q2 2026.
  • Tompkins Financial bought 124,302 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $8.74M.
  • State Street SPDR S&P 500 ESG ETF made up 2.17% of Tompkins Financial's portfolio in Q2 2026, its #13 holding.
  • Tompkins 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.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.