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 |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,617
shares
|
$795,880
0.06% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
12,190
shares
|
$768,945
0.26% of portfolio
|
Q3 2025
Reduced 21.54%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
12,161
shares
|
$767,115
0.39% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,821
shares
|
$745,668
0.0% of portfolio
|
Q3 2025
Added 21.07%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
10,837
shares
|
$683,597
0.04% of portfolio
|
Q3 2025
Reduced 44.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,751
shares
|
$678,173
0.0% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
10,674
shares
|
$673,315
0.0% of portfolio
|
Q2 2025
Added 49.54%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
10,378
shares
|
$654,644
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
9,512
shares
|
$600,016
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
9,100
shares
|
$574,028
0.54% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
9,052
shares
|
$571,000
0.18% of portfolio
|
Q3 2025
Reduced 22.72%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
8,967
shares
|
$565,638
0.09% of portfolio
|
Q3 2025
Added 117.91%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
8,504
shares
|
$536,432
0.41% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
8,495
shares
|
$535,864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,444
shares
|
$532,647
0.0% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
8,363
shares
|
$527,538
0.04% of portfolio
|
Q3 2024
Added 39.15%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
8,343
shares
|
$526,276
0.14% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,235
shares
|
$519,463
0.0% of portfolio
|
Q2 2025
Reduced 15.26%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
8,211
shares
|
$517,949
0.09% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
7,555
shares
|
$476,569
0.02% of portfolio
|
Q2 2023
Reduced 46.19%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
7,023
shares
|
$443,010
0.15% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
6,811
shares
|
$429,637
0.05% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
6,660
shares
|
$420,112
0.22% of portfolio
|
Q3 2024
Added 52.4%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
6,646
shares
|
$419,229
0.17% of portfolio
|
Q2 2025
Reduced 31.64%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,505
shares
|
$410,335
0.03% of portfolio
|
Q2 2025
Added 25.36%
|