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 123 institutions that hold shares in the stock, with a total of 5.49 Million shares, which have been reported (via 13F filing form) to have a value of $291 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
39,541
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Added 115.62%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
34,387
shares
|
$1.82 Million
0.46% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33,174
shares
|
$1.76 Million
0.14% of portfolio
|
Q2 2023
Added 69.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
32,774
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
30,730
shares
|
$1.63 Million
0.35% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
28,507
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
27,100
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
26,408
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
25,965
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
23,690
shares
|
$1.26 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
21,988
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
21,264
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
21,047
shares
|
$1.12 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,471
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
20,213
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 20.78%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
19,962
shares
|
$1.06 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
19,612
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Added 24.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
19,333
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.49%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,676
shares
|
$937,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
17,567
shares
|
$931,929
0.54% of portfolio
|
Q4 2024
Added 44.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
17,342
shares
|
$919,993
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,711
shares
|
$886,518
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
15,460
shares
|
$820,153
0.1% of portfolio
|
Q4 2024
Added 28.44%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
15,328
shares
|
$813,150
0.32% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
13,961
shares
|
$740,631
0.0% of portfolio
|
Q4 2024
Added 0.04%
|