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 |
|---|---|---|---|---|---|
|
Bank Of Italy
|
Jul 15, 2025 Q2 2025 |
771,136
shares
|
$46.8 Million
2.18% of portfolio
|
Q4 2021
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
414,067
shares
|
$25.2 Million
2.01% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
379,823
shares
|
$23.1 Million
1.09% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
317,842
shares
|
$19.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
263,770
shares
|
$16 Million
1.45% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
244,837
shares
|
$14.9 Million
4.62% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
213,100
shares
|
$12.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
193,131
shares
|
$11.7 Million
1.26% of portfolio
|
Q2 2025
Added 24.25%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
177,279
shares
|
$10.8 Million
6.14% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
175,631
shares
|
$10.7 Million
4.45% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
151,874
shares
|
$9.22 Million
0.05% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
130,200
shares
|
$7.91 Million
0.02% of portfolio
|
Q2 2025
Added 138.03%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
104,686
shares
|
$6.36 Million
0.07% of portfolio
|
Q2 2023
Reduced 1.34%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
97,004
shares
|
$5.89 Million
0.89% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
90,428
shares
|
$5.49 Million
0.06% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
86,798
shares
|
$5.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
82,845
shares
|
$5.03 Million
1.24% of portfolio
|
Q1 2025
Added 29.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
55,930
shares
|
$3.4 Million
0.0% of portfolio
|
Q2 2025
Added 175.88%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
54,960
shares
|
$3.34 Million
0.07% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
50,731
shares
|
$3.08 Million
0.05% of portfolio
|
Q4 2022
Reduced 0.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
46,242
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Added 20823.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
44,563
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
43,650
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
36,663
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
36,610
shares
|
$2.22 Million
0.02% of portfolio
|
Q2 2025
Added 1.32%
|