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 124 institutions that hold shares in the stock, with a total of 5.56 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
13,961
shares
|
$734,627
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
13,597
shares
|
$715,474
0.16% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
13,500
shares
|
$710,370
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
12,460
shares
|
$655,645
0.08% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
12,008
shares
|
$631,860
0.38% of portfolio
|
Q4 2024
Added 55.4%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
11,559
shares
|
$608,234
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
11,559
shares
|
$608,234
0.25% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,751
shares
|
$565,717
0.0% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
10,488
shares
|
$551,878
0.07% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
9,900
shares
|
$520,938
0.58% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
9,722
shares
|
$511,571
0.25% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
9,718
shares
|
$511,361
0.0% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,255
shares
|
$486,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
8,502
shares
|
$447,375
0.41% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
8,500
shares
|
$447,270
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
8,495
shares
|
$447,006
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,455
shares
|
$444,902
0.0% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
8,363
shares
|
$440,061
0.04% of portfolio
|
Q3 2024
Added 39.15%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
8,318
shares
|
$437,693
0.15% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
8,198
shares
|
$431,378
0.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
8,067
shares
|
$424,485
0.01% of portfolio
|
Q2 2024
Added 97.24%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
7,850
shares
|
$413,067
0.0% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
7,555
shares
|
$397,544
0.02% of portfolio
|
Q2 2023
Reduced 46.19%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
6,928
shares
|
$364,551
0.06% of portfolio
|
Q4 2024
Added 61.94%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
6,660
shares
|
$350,449
0.22% of portfolio
|
Q3 2024
Added 52.4%
|