Wells Fargo’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Wells Fargo’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	$1.9M	Buy	30,107 +620	+2%	+$41K	﹤0.01%	3312
2025 Q4	$1.95M	Buy	29,487 +1,509	+5%	+$98.1K	﹤0.01%	3466
2025 Q3	$1.78M	Buy	27,978 +4,741	+20%	+$289K	﹤0.01%	3396
2025 Q2	$1.36M	Buy	23,237 +847	+4%	+$45.9K	﹤0.01%	3500
2025 Q1	$1.2M	Buy	22,390 +5,048	+29%	+$284K	﹤0.01%	3532
2024 Q4	$979K	Sell	17,342 -804	-4%	-$45.9K	﹤0.01%	3726
2024 Q3	$1.01M	Buy	18,146 +1,414	+8%	+$76.2K	﹤0.01%	3535
2024 Q2	$888K	Buy	16,732 +2,467	+17%	+$126K	﹤0.01%	3570
2024 Q1	$722K	Sell	14,265 -1,328	-9%	-$64.1K	﹤0.01%	3646
2023 Q4	$720K	Buy	15,593 +6,927	+80%	+$300K	﹤0.01%	3632
2023 Q3	$360K	Sell	8,666 -559	-6%	-$24.2K	﹤0.01%	3978
2023 Q2	$397K	Sell	9,225 -631	-6%	-$25.7K	﹤0.01%	4115
2023 Q1	$389K	Hold	9,856	–	–	﹤0.01%	4012
2022 Q4	$361K	Buy	9,856 +9,352	+1,856%	+$345K	﹤0.01%	3845
2022 Q3	$17K	Buy	+504	New	+$19.2K	﹤0.01%	5475
2022 Q1	–	Sell	-1,200	Closed	-$54K	–	7216
2021 Q4	$54K	Buy	+1,200	New	+$52.4K	﹤0.01%	5934

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

Wells Fargo's EFIV Position: Q1 2026 in Review

Wells Fargo increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 2.1% in Q1 2026, buying an estimated $41K and bringing the position to 30,107 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3312.

Wells Fargo first reported a position in EFIV in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.95M in Q4 2025. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

Wells Fargo held 30,107 shares of State Street SPDR S&P 500 ESG ETF worth $1.9M as of Q1 2026.
Wells Fargo bought 620 State Street SPDR S&P 500 ESG ETF shares in Q1 2026, an estimated $41K.
State Street SPDR S&P 500 ESG ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #3312 holding.
Wells Fargo first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2021 and has held it in 16 quarters since.
Wells Fargo's State Street SPDR S&P 500 ESG ETF position peaked at $1.95M 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 Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.