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 |
|---|---|---|---|---|---|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
15,735
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
15,080
shares
|
$978,390
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
13,961
shares
|
$905,789
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
13,842
shares
|
$898,068
0.15% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,577
shares
|
$880,875
0.0% of portfolio
|
Q3 2025
Added 27.2%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
12,190
shares
|
$790,887
0.26% of portfolio
|
Q3 2025
Reduced 21.54%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
11,981
shares
|
$777,327
0.43% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,821
shares
|
$766,946
0.0% of portfolio
|
Q3 2025
Added 21.07%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
11,471
shares
|
$744,238
0.01% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
10,837
shares
|
$703,104
0.04% of portfolio
|
Q3 2025
Reduced 44.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,751
shares
|
$697,524
0.0% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
9,100
shares
|
$590,408
0.54% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
9,052
shares
|
$587,293
0.18% of portfolio
|
Q3 2025
Reduced 22.72%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
8,967
shares
|
$581,778
0.09% of portfolio
|
Q3 2025
Added 117.91%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
8,646
shares
|
$560,952
0.42% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
8,495
shares
|
$551,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,444
shares
|
$547,846
0.0% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
8,364
shares
|
$542,656
0.13% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
8,211
shares
|
$532,729
0.09% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
7,555
shares
|
$490,168
0.02% of portfolio
|
Q2 2023
Reduced 46.19%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
7,373
shares
|
$478,360
0.17% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
6,811
shares
|
$441,897
0.05% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
6,667
shares
|
$432,554
0.17% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,505
shares
|
$422,044
0.03% of portfolio
|
Q2 2025
Added 25.36%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,159
shares
|
$399,595
0.0% of portfolio
|
Q3 2025
New holding
|
|