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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
3,441
shares
|
$223,252
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
3,372
shares
|
$218,775
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
3,307
shares
|
$214,558
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,250
shares
|
$210,859
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
2,610
shares
|
$169,336
0.23% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,947
shares
|
$126,321
0.0% of portfolio
|
Q2 2025
Added 20823.98%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,873
shares
|
$121,520
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,567
shares
|
$101,666
0.02% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,197
shares
|
$77,661
0.0% of portfolio
|
Q2 2024
Added 371.26%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
820
shares
|
$53,201
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
672
shares
|
$43,599
0.0% of portfolio
|
Q4 2024
Reduced 90.69%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
628
shares
|
$40,744
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
576
shares
|
$37,370
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
495
shares
|
$32,115
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
350
shares
|
$22,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
252
shares
|
$16,349
0.0% of portfolio
|
Q3 2025
Reduced 38.54%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
176
shares
|
$11,418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
113
shares
|
$7,331
0.0% of portfolio
|
Q1 2025
Reduced 98.13%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
99
shares
|
$6,423
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
65
shares
|
$4,217
0.0% of portfolio
|
Q2 2025
Reduced 90.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
46
shares
|
$2,984
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
40
shares
|
$2,595
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|