UBS Group’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

UBS Group’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	$29.5K	Sell	467 -656	-58%	-$43.4K	﹤0.01%	7700
2025 Q4	$74.3K	Buy	+1,123	New	+$73K	﹤0.01%	7046
2025 Q3	–	Sell	-126	Closed	-$7.38K	–	10445
2025 Q2	$7.38K	Sell	126 -6,627	-98%	-$359K	﹤0.01%	9020
2025 Q1	$361K	Buy	+6,753	New	+$379K	﹤0.01%	6104
2024 Q4	–	Sell	-17,800	Closed	-$993K	–	10037
2024 Q3	$993K	Sell	17,800 -1,174	-6%	-$63.3K	﹤0.01%	4663
2024 Q2	$1.01M	Buy	+18,974	New	+$965K	﹤0.01%	4420
2023 Q4	–	Sell	-5,746	Closed	-$238K	–	9441
2023 Q3	$238K	Buy	5,746 +5,585	+3,469%	+$241K	﹤0.01%	5240
2023 Q2	$6.93K	Sell	161 -1,463	-90%	-$59.5K	﹤0.01%	7329
2023 Q1	$64K	Buy	+1,624	New	+$62.2K	﹤0.01%	6261
2022 Q1	–	Sell	-413	Closed	-$19K	–	10396
2021 Q4	$19K	Buy	+413	New	+$18K	﹤0.01%	7898
2021 Q3	–	Sell	-1,211	Closed	-$49K	–	9663
2021 Q2	$49K	Buy	+1,211	New	+$47.2K	﹤0.01%	6445
2021 Q1	–	Sell	-874	Closed	-$30K	–	9093
2020 Q4	$30K	Buy	874 +792	+966%	+$26.3K	﹤0.01%	6631
2020 Q3	$3K	Buy	+82	New	+$2.59K	﹤0.01%	7523

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 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 $530M AUM 19.89% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

UBS Group's EFIV Position: Q1 2026 in Review

UBS Group reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 58% in Q1 2026, selling an estimated $43.4K and leaving 467 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7700.

UBS Group first reported a position in EFIV in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.01M in Q2 2024. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

UBS Group held 467 shares of State Street SPDR S&P 500 ESG ETF worth $29.5K as of Q1 2026.
UBS Group sold 656 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $43.4K.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7700 holding.
UBS Group first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2020 and has held it in 13 quarters since.
UBS Group's State Street SPDR S&P 500 ESG ETF position peaked at $1.01M in Q2 2024.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.