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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,042
shares
|
$61,154
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
831
shares
|
$48,771
0.0% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
815
shares
|
$47,832
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
695
shares
|
$40,789
0.0% of portfolio
|
Q1 2025
Added 193.25%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
672
shares
|
$39,439
0.0% of portfolio
|
Q4 2024
Reduced 90.69%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
654
shares
|
$38,383
0.01% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
625
shares
|
$36,681
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
495
shares
|
$29,051
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
350
shares
|
$20,541
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
224
shares
|
$13,146
0.0% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
221
shares
|
$12,970
0.0% of portfolio
|
Q1 2025
Reduced 72.06%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
176
shares
|
$10,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
113
shares
|
$6,631
0.0% of portfolio
|
Q1 2025
Reduced 98.13%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
99
shares
|
$5,810
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
46
shares
|
$2,699
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
38
shares
|
$2,230
0.0% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
22
shares
|
$1,291
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|