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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33,174
shares
|
$1.95 Million
0.14% of portfolio
|
Q2 2023
Added 69.24%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
31,804
shares
|
$1.87 Million
0.34% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
31,755
shares
|
$1.86 Million
0.64% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
30,294
shares
|
$1.78 Million
0.48% of portfolio
|
Q2 2025
Added 43.94%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
25,687
shares
|
$1.51 Million
0.41% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
25,087
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
24,626
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
22,390
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 29.11%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
21,791
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
Added 954.74%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
21,471
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 21.47%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,471
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
20,273
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 48.73%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
20,254
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Reduced 82.26%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
19,702
shares
|
$1.16 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
19,612
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2024
Added 24.52%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
19,229
shares
|
$1.13 Million
0.12% of portfolio
|
Q1 2025
Added 83.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
18,885
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
18,229
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
18,083
shares
|
$1.06 Million
0.53% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
17,605
shares
|
$1.03 Million
0.12% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,711
shares
|
$980,768
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
15,536
shares
|
$911,807
0.32% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
13,961
shares
|
$819,371
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
13,597
shares
|
$798,007
0.16% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
12,750
shares
|
$748,297
0.08% of portfolio
|
Q1 2025
Added 2.33%
|