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 $294 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,436
shares
|
$258,175
0.01% of portfolio
|
Q2 2024
Reduced 33.32%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
4,380
shares
|
$254,916
0.09% of portfolio
|
Q3 2024
Added 27.7%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
4,278
shares
|
$248,979
0.03% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,093
shares
|
$238,212
0.01% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,077
shares
|
$237,281
0.0% of portfolio
|
Q3 2024
Added 251.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,038
shares
|
$235,011
0.01% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,919
shares
|
$228,085
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
3,902
shares
|
$227,096
0.0% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,603
shares
|
$209,694
0.0% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
3,558
shares
|
$207,075
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,215
shares
|
$187,113
0.0% of portfolio
|
Q3 2024
Added 1409.39%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,211
shares
|
$186,880
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,177
shares
|
$184,901
0.0% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
2,781
shares
|
$161,854
0.01% of portfolio
|
Q2 2024
Added 23.88%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
2,560
shares
|
$148,992
0.19% of portfolio
|
Q3 2024
Reduced 24.66%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,997
shares
|
$116,225
0.0% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,544
shares
|
$89,860
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,349
shares
|
$78,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,197
shares
|
$69,665
0.0% of portfolio
|
Q2 2024
Added 371.26%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
1,131
shares
|
$65,824
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
819
shares
|
$47,665
0.01% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
793
shares
|
$46,152
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
791
shares
|
$46,036
0.0% of portfolio
|
Q1 2024
Added 116.31%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
760
shares
|
$44,232
0.01% of portfolio
|
Q3 2024
Reduced 34.48%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
621
shares
|
$36,142
0.0% of portfolio
|
Q3 2024
Added 0.32%
|