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 |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
6,070
shares
|
$348,235
0.08% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
5,990
shares
|
$343,646
0.12% of portfolio
|
Q4 2024
Added 36.76%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
5,299
shares
|
$304,003
0.1% of portfolio
|
Q2 2024
Added 8.92%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
5,243
shares
|
$300,790
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,993
shares
|
$286,448
0.01% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
4,744
shares
|
$272,163
0.02% of portfolio
|
Q2 2024
Added 4.4%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,670
shares
|
$267,917
0.0% of portfolio
|
Q4 2024
Reduced 44.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,575
shares
|
$262,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,436
shares
|
$254,493
0.01% of portfolio
|
Q2 2024
Reduced 33.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,425
shares
|
$253,862
0.01% of portfolio
|
Q4 2024
Reduced 46.33%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,340
shares
|
$248,985
0.0% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
4,093
shares
|
$234,815
0.02% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,010
shares
|
$230,053
0.01% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,855
shares
|
$221,161
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,829
shares
|
$219,669
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,665
shares
|
$210,261
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,658
shares
|
$209,859
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,222
shares
|
$184,846
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,177
shares
|
$182,264
0.0% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
2,644
shares
|
$151,686
0.01% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
2,560
shares
|
$146,867
0.2% of portfolio
|
Q3 2024
Reduced 24.66%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,066
shares
|
$118,526
0.01% of portfolio
|
Q4 2024
Added 53.15%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,544
shares
|
$88,579
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,315
shares
|
$75,441
0.02% of portfolio
|
Q4 2024
Added 60.56%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,197
shares
|
$68,671
0.0% of portfolio
|
Q2 2024
Added 371.26%
|