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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
6,023
shares
|
$379,930
0.05% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
5,819
shares
|
$367,062
0.14% of portfolio
|
Q2 2024
Added 1.62%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
5,774
shares
|
$364,223
0.08% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,608
shares
|
$353,752
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
5,487
shares
|
$346,119
0.02% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
5,461
shares
|
$344,479
0.23% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Brave Asset Management Inc
|
Oct 21, 2025 Q3 2025 |
5,418
shares
|
$341,767
0.08% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,235
shares
|
$330,223
0.01% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,093
shares
|
$321,266
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,575
shares
|
$288,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,569
shares
|
$288,212
0.0% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
4,487
shares
|
$283,039
0.02% of portfolio
|
Q2 2025
Added 40.83%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,436
shares
|
$279,822
0.01% of portfolio
|
Q2 2024
Reduced 33.32%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,283
shares
|
$270,171
0.0% of portfolio
|
Q2 2025
Added 34.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,029
shares
|
$254,149
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
3,973
shares
|
$250,616
0.03% of portfolio
|
Q3 2025
Reduced 25.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,965
shares
|
$250,112
0.0% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,941
shares
|
$248,598
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
3,880
shares
|
$244,750
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
3,701
shares
|
$233,459
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
3,644
shares
|
$229,863
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,560
shares
|
$224,564
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
3,497
shares
|
$220,590
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
3,446
shares
|
$217,373
0.04% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
3,441
shares
|
$217,058
0.02% of portfolio
|
Q3 2025
New holding
|