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 123 institutions that hold shares in the stock, with a total of 5.49 Million shares, which have been reported (via 13F filing form) to have a value of $291 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,494
shares
|
$344,506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
6,226
shares
|
$330,289
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
6,070
shares
|
$322,013
0.08% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
5,990
shares
|
$317,769
0.12% of portfolio
|
Q4 2024
Added 36.76%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
5,685
shares
|
$301,589
0.05% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
5,418
shares
|
$287,424
0.09% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,993
shares
|
$264,878
0.01% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
4,744
shares
|
$251,669
0.01% of portfolio
|
Q2 2024
Added 4.4%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,670
shares
|
$247,743
0.0% of portfolio
|
Q4 2024
Reduced 44.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,575
shares
|
$242,703
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,436
shares
|
$235,329
0.01% of portfolio
|
Q2 2024
Reduced 33.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,425
shares
|
$234,746
0.01% of portfolio
|
Q4 2024
Reduced 46.33%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,340
shares
|
$230,237
0.0% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
4,093
shares
|
$217,133
0.02% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,010
shares
|
$212,730
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
3,966
shares
|
$210,396
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,855
shares
|
$204,507
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,829
shares
|
$203,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,658
shares
|
$194,056
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,222
shares
|
$170,927
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,177
shares
|
$168,539
0.0% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
2,644
shares
|
$140,264
0.01% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
2,560
shares
|
$135,808
0.2% of portfolio
|
Q3 2024
Reduced 24.66%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,066
shares
|
$109,601
0.01% of portfolio
|
Q4 2024
Added 53.15%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,544
shares
|
$81,909
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|