EFIV — SS SPDR S&P 500 ESG ETF
Reported value held$31.71M
Funds holding (latest)13
Sector—
Funds holding (Q2 2026)9
Institutional value$26.32M · 360.97K sh
New / Add / Cut / Exit1 / 5 / 1 / 0
Top-5 / Top-10 concentration94.1% / 100.0%
Institutional holdings change
Accumulating +4.3%
(+14.96K sh)
Institutional value change
Up +20.6%
As of Q2 2026, 9 SEC-registered investment managers reported holding EFIV (SS SPDR S&P 500 ESG ETF) in their latest 13F filings, with a combined reported value of $26.32M across 360.97K shares. That is +4.3% by share count (+14.96K shares) versus the previous quarter, while reported value moved +20.6%. Ownership is concentrated: the five largest holders account for 94.1% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 5 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 195.48K | $14.26M | 0.01% | Add |
| BNY Mellon history | 53.17K | $3.88M | 0.00% | Hold |
| Wells Fargo & Co history | 39.90K | $2.91M | 0.00% | Add |
| Bank of America Corp history | 34.20K | $2.49M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 16.80K | $1.22M | 0.00% | New |
| Goldman Sachs Group history | 14.79K | $1.08M | 0.00% | Add |
| Morgan Stanley history | 3.18K | $231.70K | 0.00% | Hold |
| UBS Group AG history | 2.38K | $173.79K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.06K | $77.50K | 0.00% | Add |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 186.01K | $11.73M | 0.01% | Add |
| Bank of America Corp history | 57.57K | $3.63M | 0.00% | Add |
| BNY Mellon history | 53.23K | $3.36M | 0.00% | Add |
| Wells Fargo & Co history | 30.11K | $1.90M | 0.00% | Add |
| Goldman Sachs Group history | 14.47K | $912.52K | 0.00% | Add |
| Morgan Stanley history | 3.18K | $200.48K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 983 | $61.98K | 0.00% | Hold |
| UBS Group AG history | 467 | $29.46K | 0.00% | Reduce |
Q4 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 153.98K | $10.19M | 0.01% | Hold |
| BNY Mellon history | 49.23K | $3.26M | 0.00% | Add |
| Bank of America Corp history | 38.05K | $2.52M | 0.00% | Hold |
| Wells Fargo & Co history | 29.49K | $1.95M | 0.00% | Add |
| Goldman Sachs Group history | 10.58K | $700.00K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 7.81K | $516.76K | 0.00% | Add |
| Morgan Stanley history | 3.18K | $210.23K | 0.00% | Reduce |
| UBS Group AG history | 1.12K | $74.29K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 983 | $65.00K | 0.00% | Hold |
| Citigroup Inc history | 495 | $32.74K | 0.00% | New |
Q3 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 153.98K | $9.79M | 0.01% | Reduce |
| BNY Mellon history | 48.97K | $3.11M | 0.00% | Add |
| Two Sigma Investments history | 46.80K | $2.98M | 0.01% | Reduce |
| Goldman Sachs Group history | 40.88K | $2.60M | 0.00% | Add |
| Bank of America Corp history | 38.13K | $2.42M | 0.00% | Reduce |
| Wells Fargo & Co history | 27.98K | $1.78M | 0.00% | Add |
| Morgan Stanley history | 26.18K | $1.66M | 0.00% | Add |
| Citadel Advisors history | 25.52K | $1.62M | 0.00% | New |
| JPMorgan Chase & Co history | 3.70K | $235.54K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 980 | $62.31K | 0.00% | Reduce |
Q2 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 213.10K | $12.48M | 0.01% | Reduce |
| Two Sigma Investments history | 130.20K | $7.62M | 0.01% | Add |
| BNY Mellon history | 47.26K | $2.77M | 0.00% | Add |
| Bank of America Corp history | 43.65K | $2.56M | 0.00% | Reduce |
| Goldman Sachs Group history | 28.48K | $1.67M | 0.00% | Reduce |
| Wells Fargo & Co history | 23.24K | $1.36M | 0.00% | Add |
| Morgan Stanley history | 4.28K | $250.78K | 0.00% | Add |
| JPMorgan Chase & Co history | 3.69K | $216.28K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.04K | $60.83K | 0.00% | Reduce |
| UBS Group AG history | 126 | $7.38K | 0.00% | Reduce |
Q1 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 225.21K | $12.05M | 0.01% | Hold |
| Bank of America Corp history | 128.37K | $6.87M | 0.00% | Add |
| Goldman Sachs Group history | 56.24K | $3.01M | 0.00% | Add |
| Two Sigma Investments history | 54.70K | $2.93M | 0.01% | Reduce |
| BNY Mellon history | 46.24K | $2.47M | 0.00% | Reduce |
| Wells Fargo & Co history | 22.39K | $1.20M | 0.00% | Add |
| Citadel Advisors history | 7.03K | $375.84K | 0.00% | Add |
| UBS Group AG history | 6.75K | $361.29K | 0.00% | New |
| Morgan Stanley history | 3.18K | $169.97K | 0.00% | Hold |
| JPMorgan Chase & Co history | 2.85K | $152.37K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.11K | $59.16K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 16.80K sh · $1.22M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Principal Global Investors | 195.48K | 186.01K | 153.98K | 153.98K | 213.10K | 225.21K | 225.19K | 179.39K | 153.87K | 204.06K | 204.06K | 183.45K | 105.79K | 83.13K | 10.07K | 13.50K | 13.50K | 13.50K | — | — |
| BNY Mellon | 53.17K | 53.23K | 49.23K | 48.97K | 47.26K | 46.24K | 49.57K | 32.94K | 34.22K | 36.78K | 40.13K | 95.47K | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 39.90K | 30.11K | 29.49K | 27.98K | 23.24K | 22.39K | 17.34K | 18.15K | 16.73K | 14.27K | 15.59K | 8.67K | 9.22K | 9.86K | 9.86K | 504 | — | — | 1.20K | — |
| Bank of America Corp | 34.20K | 57.57K | 38.05K | 38.13K | 43.65K | 128.37K | 58.34K | 35.23K | 35.26K | 31.29K | 28.86K | 14.73K | 14.00K | 15.58K | 15.62K | 5.45K | 4.63K | 2.59K | 2.05K | 1.53K |
| JPMorgan Chase & Co | 16.80K | — | 7.81K | 3.70K | 3.69K | 2.85K | 1.04K | 558 | 640 | 367 | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 14.79K | 14.47K | 10.58K | 40.88K | 28.48K | 56.24K | 8.82K | 9.32K | 8.96K | 8.81K | 7.19K | — | — | 29.59K | 23.63K | 9.63K | 9.63K | 29.41K | 9.07K | 36.51K |
| Morgan Stanley | 3.18K | 3.18K | 3.18K | 26.18K | 4.28K | 3.18K | 3.18K | 3.18K | 2.96K | 2.96K | 2.96K | 2.96K | 954 | 851 | 1.21K | 1.21K | — | — | — | — |
| UBS Group AG | 2.38K | 467 | 1.12K | — | 126 | 6.75K | — | 17.80K | 18.97K | — | — | 5.75K | 161 | 1.62K | — | — | — | — | 413 | — |
| Fidelity Management & Research (FMR) | 1.06K | 983 | 983 | 980 | 1.04K | 1.11K | 1.11K | 1.11K | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | — | 25.52K | — | 7.03K | 6.49K | — | 10.88K | — | 5.19K | 9.71K | — | 6.14K | 7.74K | 9.61K | 17.14K | 22.44K | 23.57K | 9.87K |
| Two Sigma Investments | — | — | — | 46.80K | 130.20K | 54.70K | 193.90K | 121.60K | — | 4.90K | 13.00K | 14.40K | — | — | — | — | — | — | — | — |
| Citigroup Inc | — | — | 495 | — | — | — | — | — | — | — | — | — | 2.12K | — | — | — | — | — | — | — |
| Prudential Financial | — | — | — | — | — | — | 13.50K | 13.50K | 13.50K | 13.50K | 13.50K | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details