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 122 institutions that hold shares in the stock, with a total of 5.2 Million shares, which have been reported (via 13F filing form) to have a value of $316 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
33,289
shares
|
$2.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 30.52%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33,174
shares
|
$2.01 Million
0.14% of portfolio
|
Q2 2023
Added 69.24%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
32,104
shares
|
$1.95 Million
0.34% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
30,294
shares
|
$1.84 Million
0.48% of portfolio
|
Q2 2025
Added 43.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
29,444
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 463.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
28,485
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
27,922
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
25,687
shares
|
$1.56 Million
0.41% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
25,258
shares
|
$1.53 Million
0.79% of portfolio
|
Q2 2025
Added 28.2%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
24,622
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
24,269
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
24,030
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
23,237
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
20,662
shares
|
$1.26 Million
0.12% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,471
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
20,254
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 82.26%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
19,740
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
19,612
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2024
Added 24.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
19,445
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
16,859
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
16,836
shares
|
$1.02 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,711
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
16,495
shares
|
$1 Million
0.55% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
15,536
shares
|
$943,656
0.32% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
15,154
shares
|
$920,453
0.01% of portfolio
|
Q2 2025
Added 78.28%
|