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 |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,481
shares
|
$260,659
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,436
shares
|
$258,042
0.01% of portfolio
|
Q2 2024
Reduced 33.32%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
4,380
shares
|
$254,784
0.09% of portfolio
|
Q3 2024
Added 27.7%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
4,278
shares
|
$248,851
0.03% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,093
shares
|
$238,089
0.01% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,077
shares
|
$237,159
0.0% of portfolio
|
Q3 2024
Added 251.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,038
shares
|
$234,890
0.01% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,919
shares
|
$227,968
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
3,902
shares
|
$226,979
0.0% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,665
shares
|
$213,193
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,658
shares
|
$212,785
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,603
shares
|
$209,586
0.0% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
3,558
shares
|
$206,968
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,215
shares
|
$187,016
0.0% of portfolio
|
Q3 2024
Added 1409.39%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,211
shares
|
$186,783
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,177
shares
|
$184,806
0.0% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
2,781
shares
|
$161,770
0.01% of portfolio
|
Q2 2024
Added 23.88%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
2,560
shares
|
$148,915
0.19% of portfolio
|
Q3 2024
Reduced 24.66%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,997
shares
|
$116,165
0.0% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,544
shares
|
$89,814
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,349
shares
|
$78,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,197
shares
|
$69,629
0.0% of portfolio
|
Q2 2024
Added 371.26%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
1,131
shares
|
$65,790
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
819
shares
|
$47,641
0.01% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
793
shares
|
$46,128
0.02% of portfolio
|
Q2 2024
New holding
|