WNY Asset Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

WNY Asset Management’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	$241K	Hold	3,307	–	–	0.02%	233
2026 Q1	$209K	Buy	+3,307	New	+$219K	0.02%	239
2025 Q3	$210K	Buy	+3,307	New	+$202K	0.02%	225
2024 Q4	–	Sell	-5,014	Closed	-$280K	–	225
2024 Q3	$280K	Sell	5,014 -3,122	-38%	-$168K	0.03%	195
2024 Q2	$432K	Hold	8,136	–	–	0.06%	154
2024 Q1	$412K	Hold	8,136	–	–	0.06%	161
2023 Q4	$376K	Buy	+8,136	New	+$353K	0.06%	162

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

WNY Asset Management's EFIV Position: Q2 2026 in Review

WNY Asset Management held its State Street SPDR S&P 500 ESG ETF (EFIV) position steady in Q2 2026 at 3,307 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #233.

WNY Asset Management first reported a position in EFIV in Q4 2023 and has held it in 7 quarters since. The position peaked at $432K in Q2 2024. 141 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

WNY Asset Management held 3,307 shares of State Street SPDR S&P 500 ESG ETF worth $241K as of Q2 2026.
WNY Asset Management left its State Street SPDR S&P 500 ESG ETF share count unchanged in Q2 2026.
State Street SPDR S&P 500 ESG ETF made up 0.02% of WNY Asset Management's portfolio in Q2 2026, its #233 holding.
WNY Asset Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2023 and has held it in 7 quarters since.
WNY Asset Management's State Street SPDR S&P 500 ESG ETF position peaked at $432K in Q2 2024.
141 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.