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 |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
5,942
shares
|
$348,735
0.05% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
5,819
shares
|
$341,517
0.14% of portfolio
|
Q2 2024
Added 1.62%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
5,807
shares
|
$340,812
0.07% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,608
shares
|
$329,133
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
5,569
shares
|
$326,844
0.04% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
5,430
shares
|
$318,686
0.19% of portfolio
|
Q1 2025
Reduced 19.65%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
5,418
shares
|
$317,982
0.09% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,223
shares
|
$306,537
0.0% of portfolio
|
Q1 2025
Reduced 72.98%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,189
shares
|
$304,542
0.02% of portfolio
|
Q1 2025
Added 26.78%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
5,068
shares
|
$297,440
0.01% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,058
shares
|
$296,854
0.01% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
4,744
shares
|
$278,425
0.01% of portfolio
|
Q2 2024
Added 4.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,575
shares
|
$268,506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,436
shares
|
$260,348
0.01% of portfolio
|
Q2 2024
Reduced 33.32%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,420
shares
|
$259,409
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
4,032
shares
|
$236,638
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
3,966
shares
|
$232,764
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
3,855
shares
|
$226,249
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,231
shares
|
$189,627
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
3,186
shares
|
$186,986
0.01% of portfolio
|
Q1 2025
Added 20.5%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,177
shares
|
$186,458
0.0% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,848
shares
|
$167,149
0.0% of portfolio
|
Q1 2025
Added 173.58%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
2,610
shares
|
$153,180
0.2% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,444
shares
|
$84,748
0.02% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,197
shares
|
$70,251
0.0% of portfolio
|
Q2 2024
Added 371.26%
|