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 |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
5,807
shares
|
$352,717
0.07% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,608
shares
|
$340,629
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
5,569
shares
|
$338,261
0.04% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
5,487
shares
|
$333,280
0.02% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
5,447
shares
|
$330,850
0.23% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
5,418
shares
|
$329,089
0.09% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
5,302
shares
|
$322,043
0.04% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,235
shares
|
$317,973
0.01% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,093
shares
|
$309,348
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,575
shares
|
$277,885
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,569
shares
|
$277,521
0.0% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
4,487
shares
|
$272,540
0.02% of portfolio
|
Q2 2025
Added 40.83%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,436
shares
|
$269,442
0.01% of portfolio
|
Q2 2024
Reduced 33.32%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,283
shares
|
$260,149
0.0% of portfolio
|
Q2 2025
Added 34.81%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
4,115
shares
|
$249,945
0.04% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,029
shares
|
$244,721
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,965
shares
|
$240,834
0.0% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,941
shares
|
$239,376
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
3,880
shares
|
$235,671
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
3,701
shares
|
$224,798
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,560
shares
|
$216,234
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
3,495
shares
|
$212,286
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
3,460
shares
|
$210,160
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,241
shares
|
$196,858
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,848
shares
|
$172,987
0.0% of portfolio
|
Q1 2025
Added 173.58%
|