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 123 institutions that hold shares in the stock, with a total of 5.33 Million shares, which have been reported (via 13F filing form) to have a value of $346 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33,174
shares
|
$2.15 Million
0.14% of portfolio
|
Q2 2023
Added 69.24%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
31,804
shares
|
$2.06 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
30,941
shares
|
$2.01 Million
1.52% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
27,978
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Added 20.4%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
26,660
shares
|
$1.73 Million
0.88% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
26,454
shares
|
$1.72 Million
0.35% of portfolio
|
Q3 2025
Reduced 68.07%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
26,178
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 511.21%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
26,114
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2025
Added 32.29%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
25,843
shares
|
$1.68 Million
0.49% of portfolio
|
Q3 2025
Reduced 14.69%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
25,687
shares
|
$1.67 Million
0.41% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
25,525
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
24,821
shares
|
$1.61 Million
0.06% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
24,202
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
21,523
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
21,523
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
21,248
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.72%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
20,635
shares
|
$1.34 Million
0.67% of portfolio
|
Q3 2025
Added 25.1%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,471
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
19,630
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 41.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
19,361
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 14.84%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
19,043
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
18,286
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Added 122.05%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
16,781
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,711
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
16,648
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.12%
|
|