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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,041
shares
|
$59,722
0.0% of portfolio
|
Q4 2024
Added 86.56%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
812
shares
|
$46,584
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
793
shares
|
$45,494
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
791
shares
|
$45,379
0.0% of portfolio
|
Q1 2024
Added 116.31%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
760
shares
|
$43,601
0.0% of portfolio
|
Q3 2024
Reduced 34.48%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
684
shares
|
$39,241
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
672
shares
|
$38,552
0.0% of portfolio
|
Q4 2024
Reduced 90.69%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
623
shares
|
$35,741
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
495
shares
|
$28,398
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
419
shares
|
$24,038
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
350
shares
|
$20,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
293
shares
|
$16,809
0.0% of portfolio
|
Q4 2024
Reduced 85.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
267
shares
|
$15,317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
253
shares
|
$14,514
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
237
shares
|
$13,596
0.0% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
113
shares
|
$6,482
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
46
shares
|
$2,639
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
38
shares
|
$2,180
0.0% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1
shares
|
$57
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|