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 121 institutions that hold shares in the stock, with a total of 5.11 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
|
Jan 14, 2025 Q4 2024 |
771,136
shares
|
$44.2 Million
2.16% of portfolio
|
Q4 2021
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
380,305
shares
|
$21.8 Million
1.16% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
358,456
shares
|
$20.6 Million
0.01% of portfolio
|
Q4 2024
Added 27.19%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
357,455
shares
|
$20.5 Million
1.77% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
241,180
shares
|
$13.8 Million
0.08% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
225,194
shares
|
$12.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
216,530
shares
|
$12.4 Million
4.37% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
212,603
shares
|
$12.2 Million
7.75% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
212,217
shares
|
$12.2 Million
4.66% of portfolio
|
Q4 2024
Reduced 69.03%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
193,900
shares
|
$11.1 Million
0.03% of portfolio
|
Q4 2024
Added 59.46%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
137,470
shares
|
$7.89 Million
1.46% of portfolio
|
Q4 2024
Added 38.04%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Feb 11, 2025 Q4 2024 |
113,774
shares
|
$6.53 Million
5.74% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
104,686
shares
|
$6.01 Million
0.07% of portfolio
|
Q2 2023
Reduced 1.34%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
100,540
shares
|
$5.77 Million
0.93% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
92,295
shares
|
$5.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
88,713
shares
|
$5.09 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
69,526
shares
|
$3.99 Million
0.1% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
64,183
shares
|
$3.68 Million
1.03% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
58,340
shares
|
$3.35 Million
0.0% of portfolio
|
Q4 2024
Added 65.62%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
50,731
shares
|
$2.91 Million
0.05% of portfolio
|
Q4 2022
Reduced 0.37%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
49,190
shares
|
$2.82 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
46,712
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
46,484
shares
|
$2.67 Million
0.33% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
39,541
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Added 115.62%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
34,387
shares
|
$1.97 Million
0.46% of portfolio
|
Q4 2024
Added 3.35%
|