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

SPDR S&P 500 ESG ETF logo
$59.27 +0.47 (+0.80%)
Closing price 07/3/2025 05:00 PM Eastern
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$59.36 +0.09 (+0.15%)
As of 07/3/2025 05:00 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)
76
Total
Institutional Inflows
(last 12 months)
$533.13M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$41.87M
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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
6/27/2025Goldman Sachs Group Inc.56,242$3.01M0.0%+537.9%0.290%
6/10/2025Birchbrook 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%
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4/9/2025 HBW 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%
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%
2/13/2025Envestnet 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%
2/12/2025Milestone 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%
2/11/2025Financial 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%
2/5/2025Veridan Wealth LLC7,179$408K0.2%N/A0.031%
2/5/2025Sage Advisory Services Ltd.Co.12,008$678K0.4%+55.4%0.052%
2/4/2025Bank of New York Mellon Corp49,566$2.80M0.0%+50.5%0.213%
2/4/2025Tradewinds Capital Management LLC1,315$74K0.0%+60.6%0.006%
2/3/2025Laurel 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%
1/31/2025Principal 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%
1/29/2025Focus Financial Network Inc.19,703$1.11M0.0%-3.2%0.085%
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1/28/2025SOA 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%
1/23/2025Verus Wealth Management LLC8,900$503K0.6%N/A0.038%
1/22/2025Denver Wealth Management Inc.11,391$643K0.3%+12.5%0.049%
1/22/2025Armbruster Capital Management Inc.30,730$1.74M0.4%-3.2%0.132%
1/21/2025Marshall Financial Group LLC6,070$343K0.1%-5.4%0.026%
1/21/2025Flagship Harbor Advisors LLC3,658$207K0.0%N/A0.016%
1/17/2025Sheets Smith Wealth Management46,484$2.63M0.3%+11.0%0.200%
1/13/2025Horizon Wealth Management LLC3,665$207K0.0%N/A0.016%
1/10/2025 HBW Advisory Services LLC5,243$296K0.0%N/A0.023%
(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, 114 institutional investors and hedge funds held shares of SPDR S&P 500 ESG ETF. The most heavily invested institutionals were Koss Olinger Consulting LLC ($24.97M), Baltimore Washington Financial Advisors Inc. ($21.48M), LPL Financial LLC ($19.10M), Olde Wealth Management LLC ($13.10M), Principal Financial Group Inc. ($12.72M), Tompkins Financial Corp ($12.39M), 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 102 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), Laurel Wealth Planning LLC ($228.11K), Tompkins Financial Corp ($224.39K), Private Advisor Group LLC ($221.78K), and Principal Financial Group Inc. ($217.78K).

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

Institutional investors have bought a total of 9,507,650 shares in the last 24 months. This purchase volume represents approximately $533.13M in transactions.

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

Of the 38 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), Private Advisor Group LLC ($92.25K), Principal Financial Group Inc. ($50.19K), Laurel Wealth Planning LLC ($28.76K), Northwestern Mutual Wealth Management Co. ($19.27K), Financial Services Advisory Inc ($17.98K), and US Bancorp DE ($6.55K).

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

Institutional investors have sold a total of 753,764 shares in the last 24 months. This volume of shares sold represents approximately $41.87M in transactions.


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This page (NYSEARCA:EFIV) was last updated on 7/5/2025 by MarketBeat.com Staff
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