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 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 $2.21B 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 $595M AUM 25.98% 1-Year Est. Return

LWP

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

WNY Asset Management's EFIV Position: Q1 2026 in Review

WNY Asset Management opened a new position in State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2026: 3,307 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #239 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in EFIV as recently as Q3 2025.

WNY Asset Management first reported a position in EFIV in Q4 2023 and has held it in 6 quarters since. The position peaked at $432K in Q2 2024. 131 funds tracked by Wall St. Rank hold EFIV as of Q1 2026.

WNY Asset Management held 3,307 shares of State Street SPDR S&P 500 ESG ETF worth $209K as of Q1 2026.
State Street SPDR S&P 500 ESG ETF was a new WNY Asset Management position in Q1 2026.
State Street SPDR S&P 500 ESG ETF made up 0.02% of WNY Asset Management's portfolio in Q1 2026, its #239 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 6 quarters since.
WNY Asset Management's State Street SPDR S&P 500 ESG ETF position peaked at $432K 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 WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.