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

SPDR S&P 500 ESG ETF logo
$62.71 +0.23 (+0.37%)
As of 12:09 PM Eastern
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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)
86
Total
Institutional Inflows
(last 12 months)
$521.85M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$53.32M
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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
8/20/2025 Thompson Davis & CO. Inc.3,880$227K0.1%N/A0.021%
8/18/2025 Front Row Advisors LLC7,023$411K0.1%+10.0%0.037%
8/15/2025 Tower Research Capital LLC TRC 9,512$557K0.0%N/A0.051%
8/15/2025 Blue Edge Capital LLC97,004$5.68M0.8%-2.2%0.515%
8/15/2025 Corient Private Wealth LLC27,922$1.64M0.0%+100.0%0.148%
8/15/2025 Bank of America Corp DE43,650$2.56M0.0%-66.0%0.232%
8/13/2025 Denver Wealth Management Inc.6,646$389K0.2%-31.6%0.035%
8/13/2025 Northwestern Mutual Wealth Management Co.55,930$3.28M0.0%+175.9%0.297%
8/13/2025 Elevation Point Wealth Partners LLC1,109$65K0.0%N/A0.006%
8/13/2025 Baltimore Washington Financial Advisors Inc.379,823$22.24M1.0%+0.3%2.017%
8/12/2025 J.W. Cole Advisors Inc.3,560$208K0.0%N/A0.019%
8/12/2025 CreativeOne Wealth LLC5,235$307K0.0%+3.5%0.028%
8/12/2025 Seeds Investor LLC93,522$5.48M1.3%+12.9%0.497%
8/12/2025 JPMorgan Chase & Co.3,694$216K0.0%+29.7%0.020%
8/11/2025 Birchbrook Inc.25,258$1.48M0.8%+28.2%0.133%
8/11/2025 Perennial Investment Advisors LLC20,662$1.21M0.1%+7.5%0.109%
8/8/2025 Cetera Investment Advisers16,859$987K0.0%-10.7%0.089%
8/8/2025 Thompson Davis & CO. Inc.3,880$227K0.1%N/A0.020%
8/8/2025 Good Life Advisors LLC6,505$381K0.0%+25.4%0.034%
8/5/2025 Crestwood Advisors Group LLC10,378$608K0.0%N/A0.055%
8/5/2025 Hills Bank & Trust Co4,487$263K0.0%+40.8%0.024%
8/4/2025 Savvy Advisors Inc.19,740$1.16M0.1%N/A0.104%
8/4/2025 Horizon Wealth Management LLC3,701$217K0.0%N/A0.020%
8/4/2025 Flagship Harbor Advisors LLC3,941$231K0.0%N/A0.021%
8/1/2025 Zhang Financial LLC5,487$321K0.0%+15.7%0.029%
8/1/2025 Koss Olinger Consulting LLC414,067$24.24M2.0%-11.3%2.182%
8/1/2025 Schmidt P J Investment Management Inc.3,460$203K0.0%N/A0.018%
8/1/2025 Envestnet Asset Management Inc.8,235$482K0.0%-15.3%0.043%
7/30/2025 Ethic Inc.3,495$203K0.0%N/A0.018%
7/29/2025 Novare Capital Management LLC5,093$298K0.0%N/A0.027%
7/29/2025 Stratos Wealth Partners LTD.24,269$1.42M0.0%-3.3%0.128%
7/25/2025 CWM LLC8,830$517K0.0%+4.4%0.047%
7/25/2025 R. W. Roge & Company Inc.16,495$965K0.5%-8.8%0.087%
7/23/2025 Armbruster Capital Management Inc.32,104$1.88M0.3%+0.9%0.169%
7/23/2025 Meitav Investment House Ltd.15,154$885K0.0%+78.3%0.080%
7/22/2025 Valley National Advisers Inc.1,873$109K0.0%N/A0.010%
7/22/2025 Verus Wealth Management LLC9,667$566K0.6%-2.4%0.051%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.3,713$217K0.0%N/A0.020%
7/18/2025 SOA Wealth Advisors LLC.193,131$11.31M1.2%+24.2%1.018%
7/17/2025 Coastline Trust Co16,836$986K0.1%-4.4%0.088%
7/15/2025 Retirement Income Solutions Inc14,609$855K0.2%+7.4%0.076%
7/11/2025 Farther Finance Advisors LLC20,254$1.19M0.0%-82.3%0.105%
7/10/2025 Marshall Financial Group LLC5,807$341K0.1%-4.3%0.030%
7/10/2025 Tompkins Financial Corp263,770$15.44M1.4%+13.9%1.361%
7/9/2025 Veracity Capital LLC15,536$910K0.3%+1.4%0.080%
7/8/2025 Richard P Slaughter Associates Inc30,294$1.77M0.4%+43.9%0.156%
7/8/2025 Gradient Investments LLC54,960$3.22M0.1%-17.0%0.283%
6/27/2025 Goldman Sachs Group Inc.56,242$3.01M0.0%+537.9%0.290%
6/10/2025 Birchbrook Inc.19,702$1.05M0.6%N/A0.102%
5/21/2025Geneos Wealth Management Inc.695$37K0.0%+193.2%0.003%
5/19/2025Jane Street Group LLC21,471$1.15M0.0%+21.5%0.104%
5/16/2025Goldman Sachs Group Inc.56,242$3.01M0.0%+537.9%0.189%
5/14/2025CreativeOne Wealth LLC5,058$271K0.0%+14.3%0.017%
5/14/2025Northwestern Mutual Wealth Management Co.20,273$1.09M0.0%-48.7%0.068%
5/14/2025Capital Analysts LLC18,229$975K0.0%-8.7%0.061%
5/13/2025Blue Edge Capital LLC99,213$5.31M0.9%-1.3%0.334%
5/13/2025HighTower Advisors LLC43,250$2.31M0.0%-7.4%0.146%
5/12/2025Financial Engines Advisors L.L.C.94,922$5.08M0.0%+2.8%0.320%
5/12/2025Koss Olinger Consulting LLC466,805$24.97M2.1%+30.6%1.572%
5/12/2025FSA Wealth Partners Inc.31,755$1.70M0.6%-7.7%0.107%
5/9/2025R. W. Roge & Company Inc.18,083$967K0.5%+2.9%0.061%
5/9/2025Altfest L J & Co. Inc.5,942$318K0.0%-4.6%0.020%
5/9/2025McClarren Financial Advisors Inc.5,430$290K0.2%-19.7%0.018%
5/9/2025Cary Street Partners Financial LLC5,608$300K0.0%N/A0.019%
5/8/2025US Financial Advisors LLC25,687$1.37M0.4%+8.4%0.086%
5/7/2025LPL Financial LLC357,055$19.10M0.0%-0.4%1.202%
5/6/2025Cetera Investment Advisers18,885$1.01M0.0%-6.6%0.064%
5/5/2025Private Advisor Group LLC150,232$8.04M0.0%-37.7%0.506%
5/2/2025Larson Financial Group LLC21,791$1.17M0.1%+954.7%0.073%
5/1/2025CWM LLC8,455$452K0.0%-11.6%0.028%
4/30/2025Stratos Wealth Partners LTD.25,087$1.34M0.0%-3.4%0.084%
4/29/2025Envestnet Asset Management Inc.9,718$520K0.0%-9.6%0.033%
4/29/2025Bank of New York Mellon Corp46,240$2.47M0.0%-6.7%0.156%
4/29/2025Olde Wealth Management LLC244,837$13.10M4.6%+13.1%0.824%
4/28/2025Coastline Trust Co17,605$942K0.1%+13.9%0.059%
4/25/2025Hills Bank & Trust Co3,186$170K0.0%+20.5%0.011%
4/24/2025Laurel Wealth Planning LLC197,527$10.57M7.0%-7.1%0.664%
4/23/2025Verus Wealth Management LLC9,900$530K0.6%+11.2%0.033%
4/22/2025Cambridge Investment Research Advisors Inc.9,255$495K0.0%N/A0.031%
4/22/2025Veridan Wealth LLC5,819$311K0.1%-18.9%0.020%
4/22/2025Denver Wealth Management Inc.9,722$520K0.2%-14.7%0.033%
4/16/2025Armbruster Capital Management Inc.31,804$1.70M0.3%+3.5%0.107%
4/15/2025Focus Financial Network Inc.21,988$1.18M0.0%+11.6%0.074%
4/15/2025Ellenbecker Investment Group3,966$212K0.0%N/A0.013%
4/14/2025Farther Finance Advisors LLC114,158$6.13M0.2%N/A0.384%
4/14/2025SOA Wealth Advisors LLC.155,439$8.32M1.0%+13.1%0.523%
4/10/2025Richard P Slaughter Associates Inc21,047$1.13M0.3%N/A0.071%
4/9/2025HBW Advisory Services LLC5,685$304K0.0%+8.4%0.019%
4/9/2025Gradient Investments LLC66,213$3.54M0.1%-4.8%0.223%
4/7/2025Tompkins 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%
(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, 123 institutional investors and hedge funds held shares of SPDR S&P 500 ESG ETF. The most heavily invested institutionals were Koss Olinger Consulting LLC ($24.24M), Baltimore Washington Financial Advisors Inc. ($22.24M), LPL Financial LLC ($19.10M), Tompkins Financial Corp ($15.44M), Olde Wealth Management LLC ($13.10M), Principal Financial Group Inc. ($12.72M), and Financial Network Wealth Management LLC ($12.23M).Learn more on SPDR S&P 500 ESG ETF's institutional investors.

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

Of the 110 institutional investors that purchased SPDR S&P 500 ESG ETF's 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 ($571.72K), Tompkins Financial Corp ($256.63K), Laurel Wealth Planning LLC ($228.11K), Private Advisor Group LLC ($216.02K), and Principal Financial Group Inc. ($195.12K).

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

Institutional investors have bought a total of 9,270,779 shares in the last 24 months. This purchase volume represents approximately $521.85M in transactions.

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

Of the 39 institutional investors that sold SPDR S&P 500 ESG ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Retirement Capital Strategies ($473.04K), Farther Finance Advisors LLC ($93.90K), Private Advisor Group LLC ($90.95K), Bank of America Corp DE ($84.72K), Koss Olinger Consulting LLC ($52.74K), Laurel Wealth Planning LLC ($24.67K), and Northwestern Mutual Wealth Management Co. ($19.27K).

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

Institutional investors have sold a total of 943,085 shares in the last 24 months. This volume of shares sold represents approximately $53.32M in transactions.


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This page (NYSEARCA:EFIV) was last updated on 9/15/2025 by MarketBeat.com Staff
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