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 |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
14,609
shares
|
$887,350
0.16% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,617
shares
|
$766,356
0.06% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
12,161
shares
|
$738,659
0.39% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
11,714
shares
|
$711,508
0.23% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,751
shares
|
$653,015
0.0% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
10,674
shares
|
$648,338
0.0% of portfolio
|
Q2 2025
Added 49.54%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
10,378
shares
|
$630,359
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
9,764
shares
|
$593,065
0.0% of portfolio
|
Q2 2025
Added 24.38%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
9,667
shares
|
$587,173
0.57% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
9,512
shares
|
$577,758
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
8,830
shares
|
$536,334
0.0% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
8,504
shares
|
$516,532
0.41% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
8,495
shares
|
$515,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
8,363
shares
|
$507,968
0.04% of portfolio
|
Q3 2024
Added 39.15%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
8,343
shares
|
$506,753
0.14% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,235
shares
|
$500,193
0.0% of portfolio
|
Q2 2025
Reduced 15.26%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
8,205
shares
|
$498,371
0.1% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
8,067
shares
|
$489,989
0.01% of portfolio
|
Q2 2024
Added 97.24%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
7,555
shares
|
$458,890
0.02% of portfolio
|
Q2 2023
Reduced 46.19%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
7,023
shares
|
$426,577
0.15% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
6,811
shares
|
$413,700
0.05% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
6,660
shares
|
$404,528
0.22% of portfolio
|
Q3 2024
Added 52.4%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
6,646
shares
|
$403,678
0.17% of portfolio
|
Q2 2025
Reduced 31.64%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,505
shares
|
$395,113
0.03% of portfolio
|
Q2 2025
Added 25.36%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
5,819
shares
|
$353,446
0.14% of portfolio
|
Q2 2024
Added 1.62%
|