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EFIVEFIV
19 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in SPDR S&P 500 ESG ETF

ENVESTNET ASSET MANAGEMENT INC holds 23,702 shares of EFIV (SPDR S&P 500 ESG ETF), worth $1.7M as of 2026-Q2. The position was decreased (-2.3% shares). EFIV represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$1.7M

Current Shares

23,702

Total Value Change

+$1.4M

Total Shares Change

+17,013

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
23,702
-2.3%
$1.7M0.0%$72.93
0
2026-Q1
Increased
24,252
+34.1%
$1.5M0.0%$66.28
33
2025-Q4
Decreased
18,082
-1.1%
$1.2M0.0%$66.59
0
2025-Q3
Increased
18,286
+122.0%
$1.2M0.0%$63.09
41
2025-Q2
Decreased
8,235
-15.3%
$482,1420.0%$57.88
0
2025-Q1
Decreased
9,718
-9.6%
$519,8980.0%$52.67
0
2024-Q4
Increased
10,746
+8.0%
$606,9600.0%$56.10
26
2024-Q3
Increased
9,947
+3.8%
$554,6670.0%$54.63
25
2024-Q2
Increased
9,587
+0.6%
$509,0890.0%$52.16
24
2024-Q1
Increased
9,535
+0.1%
$482,8540.0%$49.58
24
2023-Q4
Decreased
9,521
-39.1%
$439,8700.0%$45.10
0
2023-Q3
Decreased
15,647
-4.1%
$649,2370.0%$40.36
0
2023-Q2
Increased
16,312
+1.6%
$702,2310.0%$41.16
25
2023-Q1
Increased
16,061
+3.5%
$633,2750.0%$37.56
25
2022-Q4
Decreased
15,525
-16.8%
$569,1370.0%$35.26
0
2022-Q3
Increased
18,653
+29.9%
$635,0000.0%$33.13
31
2022-Q2
Increased
14,359
+2.1%
$520,0000.0%$34.91
25
2022-Q1
Increased
14,058
+110.2%
$610,0000.0%$41.84
39
2021-Q4
New
6,689
-
$303,0000.0%$42.97
32

Other major holders of EFIV: Integrated Wealth Concepts LLC

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