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 |
|---|---|---|---|---|---|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
2,610
shares
|
$158,531
0.21% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,873
shares
|
$113,766
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,567
shares
|
$95,179
0.02% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,197
shares
|
$72,705
0.0% of portfolio
|
Q2 2024
Added 371.26%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,109
shares
|
$67,360
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,042
shares
|
$63,291
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
850
shares
|
$51,629
0.0% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
817
shares
|
$49,624
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
672
shares
|
$40,817
0.0% of portfolio
|
Q4 2024
Reduced 90.69%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
626
shares
|
$38,023
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
495
shares
|
$30,066
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
410
shares
|
$24,903
0.0% of portfolio
|
Q2 2025
Added 83.04%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
350
shares
|
$21,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
176
shares
|
$10,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
126
shares
|
$7,653
0.0% of portfolio
|
Q2 2025
Reduced 98.13%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
113
shares
|
$6,863
0.0% of portfolio
|
Q1 2025
Reduced 98.13%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
99
shares
|
$6,013
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
65
shares
|
$3,948
0.0% of portfolio
|
Q2 2025
Reduced 90.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
46
shares
|
$2,794
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
38
shares
|
$2,308
0.0% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
30
shares
|
$1,822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|