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 110 institutions that hold shares in the stock, with a total of 5.05 Million shares, which have been reported (via 13F filing form) to have a value of $293 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Italy
|
Oct 10, 2024 Q3 2024 |
771,136
shares
|
$45 Million
1.77% of portfolio
|
Q4 2021
New holding
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
685,255
shares
|
$40 Million
14.99% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
380,133
shares
|
$22.2 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
354,875
shares
|
$20.7 Million
1.73% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
281,822
shares
|
$16.5 Million
0.01% of portfolio
|
Q3 2024
Added 32.01%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
235,365
shares
|
$13.7 Million
0.08% of portfolio
|
Q3 2024
Added 351.91%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
215,191
shares
|
$12.6 Million
7.84% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
193,075
shares
|
$11.3 Million
3.86% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
179,393
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2024
Added 16.59%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
121,600
shares
|
$7.1 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
104,686
shares
|
$6.11 Million
0.07% of portfolio
|
Q2 2023
Reduced 1.34%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
99,590
shares
|
$5.82 Million
1.07% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
95,862
shares
|
$5.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
95,477
shares
|
$5.58 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
89,809
shares
|
$5.25 Million
0.06% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
69,458
shares
|
$4.06 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
58,381
shares
|
$3.41 Million
1.22% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
54,741
shares
|
$3.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
50,731
shares
|
$2.96 Million
0.05% of portfolio
|
Q4 2022
Reduced 0.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
46,339
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
41,891
shares
|
$2.45 Million
0.29% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
35,226
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
33,273
shares
|
$1.94 Million
0.45% of portfolio
|
Q3 2024
Reduced 35.08%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33,174
shares
|
$1.94 Million
0.14% of portfolio
|
Q2 2023
Added 69.24%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
31,730
shares
|
$1.85 Million
0.35% of portfolio
|
Q3 2024
Reduced 19.53%
|