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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,947
shares
|
$578,616
0.0% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
9,319
shares
|
$542,086
0.0% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
8,900
shares
|
$517,713
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,656
shares
|
$503,519
0.06% of portfolio
|
Q3 2024
Added 66.53%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
8,383
shares
|
$487,639
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
8,363
shares
|
$486,475
0.04% of portfolio
|
Q3 2024
Added 39.15%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
8,266
shares
|
$480,833
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,245
shares
|
$479,611
0.02% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Single Point Partners, LLC
|
Oct 03, 2024 Q3 2024 |
8,184
shares
|
$476,063
0.73% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
8,067
shares
|
$469,257
0.01% of portfolio
|
Q2 2024
Added 97.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
7,808
shares
|
$454,191
0.0% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
7,727
shares
|
$449,479
0.11% of portfolio
|
Q2 2024
Reduced 14.6%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
7,555
shares
|
$439,474
0.02% of portfolio
|
Q2 2023
Reduced 46.19%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
7,219
shares
|
$419,929
0.0% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
7,140
shares
|
$415,333
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
6,660
shares
|
$387,412
0.22% of portfolio
|
Q3 2024
Added 52.4%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,366
shares
|
$370,310
0.0% of portfolio
|
Q3 2024
Added 20.2%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
6,070
shares
|
$353,091
0.08% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
5,397
shares
|
$313,943
0.04% of portfolio
|
Q3 2024
Added 10083.02%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
5,299
shares
|
$308,242
0.1% of portfolio
|
Q2 2024
Added 8.92%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
5,243
shares
|
$304,985
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
5,218
shares
|
$303,531
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
5,014
shares
|
$291,664
0.03% of portfolio
|
Q3 2024
Reduced 38.37%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,993
shares
|
$290,442
0.01% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
4,744
shares
|
$275,958
0.02% of portfolio
|
Q2 2024
Added 4.4%
|