Institutional Ownership Spdr Ser Tr Spdr S&P 500 Esg E (EFIV)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P 500 Esg E (EFIV). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 5.23 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Italy
|
Jul 15, 2025 Q2 2025 |
771,136
shares
|
$48.6 Million
2.18% of portfolio
|
Q4 2021
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
414,067
shares
|
$26.1 Million
2.06% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
379,823
shares
|
$24 Million
1.09% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
317,842
shares
|
$20 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
290,014
shares
|
$18.3 Million
1.58% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
244,837
shares
|
$15.4 Million
4.62% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
213,100
shares
|
$13.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
198,239
shares
|
$12.5 Million
1.31% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
175,631
shares
|
$11.1 Million
4.45% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
169,853
shares
|
$10.7 Million
6.01% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
151,874
shares
|
$9.58 Million
0.05% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
130,200
shares
|
$8.21 Million
0.02% of portfolio
|
Q2 2025
Added 138.03%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
104,686
shares
|
$6.6 Million
0.07% of portfolio
|
Q2 2023
Reduced 1.34%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
97,004
shares
|
$6.12 Million
0.89% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
90,428
shares
|
$5.7 Million
0.06% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
86,798
shares
|
$5.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
82,845
shares
|
$5.23 Million
1.24% of portfolio
|
Q1 2025
Added 29.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
55,930
shares
|
$3.53 Million
0.0% of portfolio
|
Q2 2025
Added 175.88%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
54,214
shares
|
$3.42 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
50,731
shares
|
$3.2 Million
0.05% of portfolio
|
Q4 2022
Reduced 0.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
46,242
shares
|
$2.92 Million
0.0% of portfolio
|
Q2 2025
Added 20823.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
44,563
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
43,650
shares
|
$2.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
36,663
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
36,610
shares
|
$2.31 Million
0.02% of portfolio
|
Q2 2025
Added 1.32%
|