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 |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
13,597
shares
|
$721,320
0.16% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
13,500
shares
|
$716,175
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
12,460
shares
|
$661,003
0.08% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
12,008
shares
|
$637,024
0.4% of portfolio
|
Q4 2024
Added 55.4%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
11,559
shares
|
$613,204
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
11,559
shares
|
$613,204
0.25% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
11,391
shares
|
$604,292
0.31% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,751
shares
|
$570,340
0.0% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,746
shares
|
$570,075
0.0% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
10,488
shares
|
$556,388
0.07% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
9,567
shares
|
$507,529
0.0% of portfolio
|
Q4 2024
Added 50.28%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
8,900
shares
|
$472,145
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
8,817
shares
|
$467,741
0.0% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
8,495
shares
|
$450,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
8,491
shares
|
$450,447
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
8,363
shares
|
$443,657
0.04% of portfolio
|
Q3 2024
Added 39.15%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
8,293
shares
|
$439,943
0.16% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
8,198
shares
|
$434,903
0.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
8,067
shares
|
$427,954
0.01% of portfolio
|
Q2 2024
Added 97.24%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,930
shares
|
$420,686
0.0% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
7,555
shares
|
$400,792
0.02% of portfolio
|
Q2 2023
Reduced 46.19%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
7,179
shares
|
$380,845
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
6,928
shares
|
$367,530
0.06% of portfolio
|
Q4 2024
Added 61.94%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
6,758
shares
|
$358,511
1.07% of portfolio
|
Q4 2024
Added 25.22%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
6,660
shares
|
$353,313
0.22% of portfolio
|
Q3 2024
Added 52.4%
|