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 118 institutions that hold shares in the stock, with a total of 5.27 Million shares, which have been reported (via 13F filing form) to have a value of $309 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Italy
|
Apr 23, 2025 Q1 2025 |
771,136
shares
|
$45.3 Million
2.18% of portfolio
|
Q4 2021
New holding
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
466,805
shares
|
$27.4 Million
2.12% of portfolio
|
Q1 2025
Added 30.59%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
378,593
shares
|
$22.2 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
357,055
shares
|
$21 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
263,770
shares
|
$15.5 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
|
$14.4 Million
4.62% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
225,211
shares
|
$13.2 Million
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
208,033
shares
|
$12.2 Million
4.45% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
197,527
shares
|
$11.6 Million
7.29% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
155,439
shares
|
$9.12 Million
0.97% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
150,232
shares
|
$8.82 Million
0.05% of portfolio
|
Q1 2025
Reduced 37.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
128,374
shares
|
$7.53 Million
0.0% of portfolio
|
Q1 2025
Added 120.04%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
104,686
shares
|
$6.14 Million
0.07% of portfolio
|
Q2 2023
Reduced 1.34%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
99,213
shares
|
$5.82 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
94,922
shares
|
$5.57 Million
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
88,698
shares
|
$5.21 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
82,845
shares
|
$4.86 Million
1.24% of portfolio
|
Q1 2025
Added 29.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
56,242
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
Added 537.88%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
54,960
shares
|
$3.23 Million
0.07% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
54,700
shares
|
$3.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 71.79%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
50,731
shares
|
$2.98 Million
0.05% of portfolio
|
Q4 2022
Reduced 0.37%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
47,914
shares
|
$2.81 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
44,518
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Added 35.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
43,250
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
36,133
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2025
Added 26.75%
|