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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
33,289
shares
|
$2.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 30.52%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33,174
shares
|
$2.09 Million
0.14% of portfolio
|
Q2 2023
Added 69.24%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
31,804
shares
|
$2.01 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Sep 30, 2025 Q2 2025 |
31,400
shares
|
$1.98 Million
1.52% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
29,444
shares
|
$1.86 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
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.35%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
25,843
shares
|
$1.63 Million
0.49% of portfolio
|
Q3 2025
Reduced 14.69%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
25,687
shares
|
$1.62 Million
0.41% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
25,258
shares
|
$1.59 Million
0.79% of portfolio
|
Q2 2025
Added 28.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
24,627
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
24,622
shares
|
$1.55 Million
0.06% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
24,269
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
23,237
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
21,523
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
20,662
shares
|
$1.3 Million
0.12% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
20,635
shares
|
$1.3 Million
0.67% of portfolio
|
Q3 2025
Added 25.1%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,471
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
19,740
shares
|
$1.25 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
19,445
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
16,859
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,711
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
16,648
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
15,154
shares
|
$955,914
0.01% of portfolio
|
Q2 2025
Added 78.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
13,961
shares
|
$880,659
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
13,842
shares
|
$873,153
0.15% of portfolio
|
Q3 2025
Reduced 5.25%
|