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 5.33 Million shares, which have been reported (via 13F filing form) to have a value of $346 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Italy
|
Nov 04, 2025 Q3 2025 |
771,136
shares
|
$50 Million
2.36% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
474,179
shares
|
$30.8 Million
9.58% of portfolio
|
Q3 2025
Added 93.67%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
414,067
shares
|
$26.9 Million
2.06% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
389,065
shares
|
$25.2 Million
1.13% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
323,738
shares
|
$21 Million
0.01% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
290,014
shares
|
$18.8 Million
1.58% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
198,239
shares
|
$12.9 Million
1.31% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
169,853
shares
|
$11 Million
6.01% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
168,342
shares
|
$10.9 Million
4.4% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
153,977
shares
|
$9.99 Million
0.01% of portfolio
|
Q3 2025
Reduced 27.74%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
150,717
shares
|
$9.78 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
104,686
shares
|
$6.79 Million
0.07% of portfolio
|
Q2 2023
Reduced 1.34%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
99,903
shares
|
$6.48 Million
0.95% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
93,235
shares
|
$6.05 Million
0.06% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
87,637
shares
|
$5.69 Million
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
58,113
shares
|
$3.77 Million
0.03% of portfolio
|
Q3 2025
Added 58.74%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
54,214
shares
|
$3.52 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
54,148
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
50,731
shares
|
$3.29 Million
0.05% of portfolio
|
Q4 2022
Reduced 0.37%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
46,800
shares
|
$3.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 64.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
46,006
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
40,883
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
Added 43.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
38,127
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
37,329
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Added 26.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
34,286
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.48%
|
|