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

SPDR S&P 500 ESG ETF logo
$60.21 +0.97 (+1.64%)
Closing price 08/4/2025 04:10 PM Eastern
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$58.58 -1.63 (-2.71%)
As of 04:00 AM 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)
82
Total
Institutional Inflows
(last 12 months)
$535.59M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$48.21M
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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
8/4/2025Savvy Advisors Inc.19,740$1.16M0.1%N/A0.104%
8/4/2025Horizon Wealth Management LLC3,701$217K0.0%N/A0.020%
8/4/2025Flagship 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%
6/27/2025Goldman 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%
5/12/2025 Koss Olinger Consulting LLC466,805$24.97M2.1%+30.6%1.572%
5/12/2025 FSA Wealth Partners Inc.31,755$1.70M0.6%-7.7%0.107%
5/9/2025 R. W. Roge & Company Inc.18,083$967K0.5%+2.9%0.061%
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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%
5/1/2025 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%
4/29/2025Bank 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%
4/28/2025 Coastline 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%
4/23/2025 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%
4/22/2025Veridan Wealth LLC5,819$311K0.1%-18.9%0.020%
4/22/2025Denver Wealth Management Inc.9,722$520K0.2%-14.7%0.033%
4/16/2025 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%
3/10/2025 Mattson 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%
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%
Alex’s “Next Magnificent Seven” stocks (Ad)

The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.

Watch the “Next Magnificent Seven” presentation here
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%
2/11/2025 Koss 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%
2/6/2025 Opulen Financial Group LLC8,491$480K0.4%N/A0.036%
(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, 119 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. ($21.48M), 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 106 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 ($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 9,540,283 shares in the last 24 months. This purchase volume represents approximately $535.59M in transactions.

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

Of the 40 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), Koss Olinger Consulting LLC ($52.74K), Laurel Wealth Planning LLC ($24.67K), Northwestern Mutual Wealth Management Co. ($19.27K), 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 856,453 shares in the last 24 months. This volume of shares sold represents approximately $48.21M in transactions.


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This page (NYSEARCA:EFIV) was last updated on 8/5/2025 by MarketBeat.com Staff
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