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 111 institutions that hold shares in the stock, with a total of 5.06 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,436
shares
|
$252,097
0.01% of portfolio
|
Q2 2024
Reduced 33.32%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
4,380
shares
|
$248,915
0.09% of portfolio
|
Q3 2024
Added 27.7%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
4,278
shares
|
$243,118
0.03% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,093
shares
|
$232,605
0.01% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,077
shares
|
$231,695
0.0% of portfolio
|
Q3 2024
Added 251.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,038
shares
|
$229,479
0.01% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,919
shares
|
$222,716
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
3,902
shares
|
$221,750
0.0% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,603
shares
|
$204,758
0.0% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
3,558
shares
|
$202,201
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,215
shares
|
$182,708
0.0% of portfolio
|
Q3 2024
Added 1409.39%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,211
shares
|
$182,481
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,177
shares
|
$180,548
0.0% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 30, 2024 Q2 2024 |
2,912
shares
|
$165,488
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
2,781
shares
|
$158,044
0.01% of portfolio
|
Q2 2024
Added 23.88%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
2,560
shares
|
$145,484
0.19% of portfolio
|
Q3 2024
Reduced 24.66%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,997
shares
|
$113,489
0.0% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,544
shares
|
$87,745
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,349
shares
|
$76,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,197
shares
|
$68,025
0.0% of portfolio
|
Q2 2024
Added 371.26%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
1,131
shares
|
$64,274
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
819
shares
|
$46,543
0.01% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
793
shares
|
$45,066
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
791
shares
|
$44,952
0.0% of portfolio
|
Q1 2024
Added 116.31%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
760
shares
|
$43,190
0.01% of portfolio
|
Q3 2024
Reduced 34.48%
|