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SPDR S&P 500 ESG ETF (EFIV) Institutional Ownership

SPDR S&P 500 ESG ETF logo
$53.75 +0.73 (+1.38%)
Closing price 05/2/2025 04:10 PM Eastern
Extended Trading
$53.74 -0.01 (-0.02%)
As of 05/2/2025 06:41 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$523.31M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$35.43M
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EFIV Institutional Buying and Selling by Quarter

SPDR S&P 500 ESG ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Larson Financial Group LLC21,791$1.17M0.1%+954.7%0.073%
5/1/2025 CWM LLC8,455$452K0.0%-11.6%0.028%
4/30/2025 Stratos Wealth Partners LTD.25,087$1.34M0.0%-3.4%0.084%
4/29/2025 Envestnet Asset Management Inc.9,718$520K0.0%-9.6%0.033%
4/29/2025 Bank of New York Mellon Corp46,240$2.47M0.0%-6.7%0.156%
4/29/2025 Olde Wealth Management LLC244,837$13.10M4.6%+13.1%0.824%
4/28/2025 Coastline Trust Co17,605$942K0.1%+13.9%0.059%
4/25/2025 Hills Bank & Trust Co3,186$170K0.0%+20.5%0.011%
4/24/2025 Laurel Wealth Planning LLC197,527$10.57M7.0%-7.1%0.664%
4/23/2025 Verus Wealth Management LLC9,900$530K0.6%+11.2%0.033%
4/22/2025 Cambridge Investment Research Advisors Inc.9,255$495K0.0%N/A0.031%
4/22/2025 Veridan Wealth LLC5,819$311K0.1%-18.9%0.020%
4/22/2025 Denver Wealth Management Inc.9,722$520K0.2%-14.7%0.033%
4/16/2025 Armbruster Capital Management Inc.31,804$1.70M0.3%+3.5%0.107%
4/15/2025 Focus Financial Network Inc.21,988$1.18M0.0%+11.6%0.074%
4/15/2025 Ellenbecker Investment Group3,966$212K0.0%N/A0.013%
4/14/2025 Farther Finance Advisors LLC114,158$6.13M0.2%N/A0.384%
4/14/2025 SOA Wealth Advisors LLC.155,439$8.32M1.0%+13.1%0.523%
4/10/2025 Richard P Slaughter Associates Inc21,047$1.13M0.3%N/A0.071%
4/9/2025 HBW Advisory Services LLC5,685$304K0.0%+8.4%0.019%
4/9/2025 Gradient Investments LLC66,213$3.54M0.1%-4.8%0.223%
4/7/2025 Tompkins Financial Corp231,534$12.39M1.2%+3,142.8%0.779%
3/10/2025Mattson Financial Services LLC603$34K0.0%-24.0%0.002%
2/17/2025US Financial Advisors LLC23,690$1.34M0.4%-1.5%0.102%
2/17/2025Two Sigma Investments LP193,900$10.95M0.0%+59.5%0.832%
2/17/2025Cetera Investment Advisers20,213$1.14M0.0%+20.8%0.087%
2/17/2025Bank of America Corp DE58,340$3.30M0.0%+65.6%0.250%
2/17/2025Aptus Capital Advisors LLC4,340$245K0.0%+6.5%0.019%
2/14/2025Jane Street Group LLC17,676$998K0.0%N/A0.076%
2/14/2025Capital Analysts LLC19,962$1.13M0.0%-0.9%0.086%
2/14/2025Integrated Wealth Concepts LLC88,713$5.01M0.1%-1.2%0.381%
2/14/2025Pinebridge Investments L.P.21,264$1.20M0.0%N/A0.091%
2/13/2025CreativeOne Wealth LLC4,425$250K0.0%-46.3%0.019%
2/13/2025Mariner LLC27,100$1.53M0.0%+4.2%0.116%
2/13/2025Seeds Investor LLC64,183$3.63M1.0%+9.9%0.275%
2/13/2025Blue Edge Capital LLC100,540$5.68M0.9%+5.3%0.432%
2/13/2025Raymond James Financial Inc.32,774$1.85M0.0%N/A0.141%
2/13/2025 Envestnet Asset Management Inc.10,746$607K0.0%+8.0%0.046%
2/13/2025Perennial Investment Advisors LLC10,488$592K0.1%+21.2%0.045%
2/13/2025Wells Fargo & Company MN17,342$979K0.0%-4.4%0.074%
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2/12/2025 Milestone Investment Advisors LLC812$46K0.0%N/A0.003%
2/12/2025Front Row Advisors LLC5,990$338K0.1%+36.8%0.026%
2/12/2025Brown Brothers Harriman & Co.8,495$480K0.0%N/A0.036%
2/12/2025JPMorgan Chase & Co.1,041$59K0.0%-100.0%0.004%
2/12/2025Financial Engines Advisors L.L.C.92,295$5.21M0.0%-3.7%0.396%
2/11/2025Sheets Smith Investment Management113,774$6.43M5.4%N/A0.488%
2/11/2025LPL Financial LLC358,456$20.25M0.0%+27.2%1.538%
2/11/2025 Financial Network Wealth Management LLC216,530$12.23M4.4%+12.1%0.929%
2/11/2025Koss Olinger Consulting LLC357,455$20.19M1.8%+0.7%1.534%
2/7/2025HighTower Advisors LLC46,712$2.64M0.0%+0.8%0.200%
2/7/2025Retirement Capital Strategies212,217$11.99M4.5%-69.0%0.911%
2/7/2025Larson Financial Group LLC2,066$117K0.0%+53.2%0.009%
2/6/2025Opulen Financial Group LLC8,491$480K0.4%N/A0.036%
2/6/2025One Capital Management LLC49,190$2.78M0.1%-10.1%0.211%
2/6/2025Raymond James Financial Inc.32,774$1.85M0.0%N/A0.141%
2/6/2025Financial Services Advisory Inc34,387$1.94M0.5%+3.3%0.148%
2/5/2025US Bancorp DE672$38K0.0%-90.7%0.003%
2/5/2025 Veridan Wealth LLC7,179$408K0.2%N/A0.031%
2/5/2025Sage Advisory Services Ltd.Co.12,008$678K0.4%+55.4%0.052%
2/4/2025 Bank of New York Mellon Corp49,566$2.80M0.0%+50.5%0.213%
2/4/2025 Tradewinds Capital Management LLC1,315$74K0.0%+60.6%0.006%
2/3/2025 Laurel Wealth Planning LLC212,603$12.01M7.7%-1.2%0.912%
2/3/2025Private Advisor Group LLC241,180$13.62M0.1%+2.5%1.035%
1/31/2025Human Investing LLC684$39K0.0%N/A0.003%
1/31/2025Sanctuary Advisors LLC4,575$264K0.0%N/A0.020%
1/31/2025 Principal Financial Group Inc.225,194$12.72M0.0%+25.5%0.966%
1/29/2025R. W. Roge & Company Inc.17,567$992K0.5%+44.5%0.075%
1/29/2025McClarren Financial Advisors Inc.6,758$381K1.0%+25.2%0.029%
1/29/2025 Focus Financial Network Inc.19,703$1.11M0.0%-3.2%0.085%
1/28/2025 SOA Wealth Advisors LLC.137,470$7.76M1.4%+38.0%0.590%
1/24/2025Baltimore Washington Financial Advisors Inc.380,305$21.48M1.1%+0.0%1.632%
1/23/2025 Verus Wealth Management LLC8,900$503K0.6%N/A0.038%
1/22/2025 Denver Wealth Management Inc.11,391$643K0.3%+12.5%0.049%
1/22/2025 Armbruster Capital Management Inc.30,730$1.74M0.4%-3.2%0.132%
1/21/2025 Marshall Financial Group LLC6,070$343K0.1%-5.4%0.026%
1/21/2025 Flagship Harbor Advisors LLC3,658$207K0.0%N/A0.016%
1/17/2025 Sheets Smith Wealth Management46,484$2.63M0.3%+11.0%0.200%
1/13/2025 Horizon Wealth Management LLC3,665$207K0.0%N/A0.016%
1/10/2025 HBW Advisory Services LLC5,243$296K0.0%N/A0.023%
12/19/2024 Principal Financial Group Inc.179,393$10.00M0.0%+16.6%0.770%
11/20/2024 SOA Wealth Advisors LLC.99,590$5.55M1.1%+10.1%0.427%
11/15/2024Integrated Wealth Concepts LLC89,809$5.01M0.1%+4.9%0.385%
11/15/2024HighTower Advisors LLC46,339$2.59M0.0%+15.3%0.199%
11/14/2024CreativeOne Wealth LLC8,245$460K0.0%+2.5%0.035%
11/13/2024Townsquare Capital LLC11,434$638K0.0%N/A0.049%
11/13/2024FMR LLC1,106$62K0.0%N/A0.005%
11/12/2024Larson Financial Group LLC1,349$75K0.0%N/A0.006%
11/5/2024Aptus Capital Advisors LLC4,077$227K0.0%+251.5%0.017%
11/1/2024 Sheets Smith Wealth Management41,891$2.34M0.3%-13.3%0.180%
10/31/2024 Principal Financial Group Inc.179,393$10.00M0.0%+16.6%0.770%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
10/31/2024Financial Services Advisory Inc33,273$1.86M0.4%-35.1%0.143%
10/31/2024US Financial Advisors LLC24,050$1.34M0.4%-16.9%0.103%
10/30/2024White Lighthouse Investment Management Inc.5,218$291K0.1%N/A0.022%
10/28/2024 Laurel Wealth Planning LLC215,191$12.00M7.8%-3.2%0.924%
10/22/2024Private Advisor Group LLC235,365$13.12M0.1%+351.9%1.010%
10/21/2024Koss Olinger Consulting LLC354,875$19.79M1.7%+0.8%1.523%
10/19/2024McClarren Financial Advisors Inc.5,397$300K0.2%+10,083.0%0.023%
10/18/2024 Warren Street Wealth Advisors LLC11,434$638K0.3%-4.1%0.049%
10/17/2024Sax Wealth Advisors LLC19,612$1.09M0.1%+24.5%0.084%
10/11/2024 Paladin Wealth LLC1,131$63K0.1%N/A0.005%
(Data available from 1/1/2016 forward)

EFIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFIV shares?

During the previous two years, 109 institutional investors and hedge funds held shares of SPDR S&P 500 ESG ETF. The most heavily invested institutionals were Baltimore Washington Financial Advisors Inc. ($21.48M), LPL Financial LLC ($20.25M), Koss Olinger Consulting LLC ($20.19M), Private Advisor Group LLC ($13.62M), Olde Wealth Management LLC ($13.10M), Principal Financial Group Inc. ($12.72M), and Tompkins Financial Corp ($12.39M).Learn more on EFIV's institutional investors.

Which institutional investors have been buying SPDR S&P 500 ESG ETF stock?

Of the 99 institutional investors that purchased SPDR S&P 500 ESG ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($7.44M), Retirement Capital Strategies ($587.26K), Koss Olinger Consulting LLC ($462.37K), Principal Financial Group Inc. ($290.84K), Private Advisor Group LLC ($242.48K), Laurel Wealth Planning LLC ($228.11K), and Tompkins Financial Corp ($224.39K).

How much institutional buying is happening at SPDR S&P 500 ESG ETF?

Institutional investors have bought a total of 11,211,656 shares in the last 24 months. This purchase volume represents approximately $606.38M in transactions.

Which SPDR S&P 500 ESG ETF major shareholders have been selling company stock?

Of the 43 institutional investors that sold SPDR S&P 500 ESG ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Retirement Capital Strategies ($523.01K), LPL Financial LLC ($303.82K), Principal Financial Group Inc. ($50.19K), Laurel Wealth Planning LLC ($30.58K), OmniStar Financial Group Inc. ($23.91K), Raymond James & Associates ($19.59K), and Financial Services Advisory Inc ($17.98K).

How much institutional selling is happening at SPDR S&P 500 ESG ETF?

Institutional investors have sold a total of 1,090,240 shares in the last 24 months. This volume of shares sold represents approximately $54.29M in transactions.


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This page (NYSEARCA:EFIV) was last updated on 5/3/2025 by MarketBeat.com Staff
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