Free Trial
→ REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (From Weiss Ratings) (Ad)tc pixel Free EFIV Stock Alerts

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

SPDR S&P 500 ESG ETF logo
$62.63 -0.13 (-0.21%)
Closing price 04:10 PM Eastern
Extended Trading
$62.62 -0.01 (-0.01%)
As of 06:32 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.
Compare

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
Get EFIV Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR S&P 500 ESG ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EFIV Institutional Buying and Selling by Quarter

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

Export to Excel
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.


Related Companies

This page (NYSEARCA:EFIV) was last updated on 9/16/2025 by MarketBeat.com Staff
From Our Partners
Why More Investors Are Using Family Trusts to Protect Their Wealth
For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensur...
SmartAsset | Sponsoredtc pixel
Crypto Gets Official Government Backing—Here's the Winner
Trump Just Signed the GENIUS Act—One Coin is About to Explode We're at the BEGINNING of smart money really ...
Crypto 101 Media | Sponsoredtc pixel
Nvidia Times 1,000,000
Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...
Paradigm Press | Sponsoredtc pixel
OpenAI’s new $300 billion deal
OpenAI just signed a $300 billion cloud deal with Oracle to secure the computing power needed for its next Cha...
Porter & Company | Sponsoredtc pixel
Nvidia CEO Makes First Ever Tesla Announcement
While headlines focus on Tesla’s car sales, tech analyst Jeff Brown says the real story is Tesla’s role in a $...
Brownstone Research | Sponsoredtc pixel
Claim Your Share of $5.39 BILLION in AI Equity Checks
The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...
Angel Publishing | Sponsoredtc pixel
Forget AI Stocks — This Device Will REPLACE the Microchip
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel