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 115 institutions that hold shares in the stock, with a total of 4.9 Million shares, which have been reported (via 13F filing form) to have a value of $286 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
26,484
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
26,015
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
25,808
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
24,050
shares
|
$1.4 Million
0.42% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,718
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 54.39%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,471
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
20,354
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
20,142
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
19,612
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2024
Added 24.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
18,338
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
18,146
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
17,800
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
16,736
shares
|
$973,533
0.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,711
shares
|
$972,078
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
15,319
shares
|
$891,106
0.32% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
13,956
shares
|
$811,820
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
13,636
shares
|
$793,206
0.18% of portfolio
|
Q2 2024
Reduced 29.52%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
13,500
shares
|
$785,295
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,587
shares
|
$732,185
0.09% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
12,159
shares
|
$707,289
0.36% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
12,037
shares
|
$700,192
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
11,434
shares
|
$665,115
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
11,434
shares
|
$665,115
0.27% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
11,391
shares
|
$662,614
0.31% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,751
shares
|
$625,385
0.0% of portfolio
|
Q3 2024
Added 7.23%
|