TRCT
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Tower Research Capital (TRC)’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Tower Research Capital (TRC)’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 		– Sell
-9,539
Closed -$631K – 5218
2025
Q4 		$631K Buy
+9,539
New +$620K 0.02% 710
2025
Q3 		– Sell
-9,512
Closed -$557K – 5310
2025
Q2 		$557K Buy
+9,512
New +$515K 0.02% 889
2024
Q4 		– Sell
-3,215
Closed -$179K – 5760
2024
Q3 		$179K Buy
3,215
+3,002
+1,409% +$162K ﹤0.01% 1727
2024
Q2 		$11.3K Sell
213
-2,935
-93% -$149K ﹤0.01% 4093
2024
Q1 		$159K Buy
3,148
+638
+25% +$30.8K ﹤0.01% 1560
2023
Q4 		$116K Sell
2,510
-2,290
-48% -$99.3K ﹤0.01% 2536
2023
Q3 		$199K Sell
4,800
-1,243
-21% -$53.7K 0.01% 1437
2023
Q2 		$260K Sell
6,043
-1,424
-19% -$57.9K 0.01% 1380
2023
Q1 		$294K Buy
7,467
+2,692
+56% +$103K 0.01% 1151
2022
Q4 		$175K Sell
4,775
-12,307
-72% -$454K 0.01% 1393
2022
Q3 		$581K Buy
17,082
+9,009
+112% +$342K 0.01% 1024
2022
Q2 		$292K Buy
8,073
+216
+3% +$8.48K 0.01% 1505
2022
Q1 		$341K Sell
7,857
-1,019
-11% -$43.5K ﹤0.01% 1394
2021
Q4 		$402K Buy
8,876
+239
+3% +$10.4K 0.01% 1262
2021
Q3 		$348K Sell
8,637
-2,962
-26% -$123K 0.01% 1262
2021
Q2 		$466K Buy
+11,599
New +$453K 0.01% 1251

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 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 $190M AUM 16.38% 1-Year Est. Return

Tower Research Capital (TRC)'s EFIV Position: Q1 2026 in Review

Tower Research Capital (TRC) sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2026, closing a stake of 9,539 shares — an estimated $631K sold.

Tower Research Capital (TRC) first reported a position in EFIV in Q2 2021 and held it in 16 quarters. The position peaked at $631K in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

  • Tower Research Capital (TRC) reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 9,539 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $631K.
  • Tower Research Capital (TRC) first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2021 and held it in 16 quarters.
  • Tower Research Capital (TRC)'s State Street SPDR S&P 500 ESG ETF position peaked at $631K 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 Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.