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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,070
shares
|
$393,821
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
6,045
shares
|
$392,199
0.02% of portfolio
|
Q3 2025
Added 34.72%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
6,023
shares
|
$390,772
0.05% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
5,910
shares
|
$383,440
0.13% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
5,774
shares
|
$374,617
0.08% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,608
shares
|
$363,847
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,518
shares
|
$358,007
0.01% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
5,489
shares
|
$356,126
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
5,461
shares
|
$354,309
0.23% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Brave Asset Management Inc
|
Oct 21, 2025 Q3 2025 |
5,418
shares
|
$351,519
0.08% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
5,093
shares
|
$330,433
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,678
shares
|
$303,508
0.0% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,575
shares
|
$296,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,436
shares
|
$287,807
0.01% of portfolio
|
Q2 2024
Reduced 33.32%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
4,276
shares
|
$277,426
0.05% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
3,973
shares
|
$257,768
0.03% of portfolio
|
Q3 2025
Reduced 25.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
3,965
shares
|
$257,249
0.0% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 05, 2025 Q3 2025 |
3,880
shares
|
$251,734
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
3,816
shares
|
$247,582
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,704
shares
|
$240,315
0.0% of portfolio
|
Q3 2025
Added 30.06%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
3,644
shares
|
$236,422
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,569
shares
|
$231,556
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
3,497
shares
|
$226,885
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,458
shares
|
$224,355
0.01% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
3,446
shares
|
$223,576
0.04% of portfolio
|
Q3 2025
Reduced 0.4%
|
|