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

$71.29 -0.07 (-0.10%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$77.64M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$32.83M
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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
7/10/2026 Affiance Financial LLC45,299$3.30M0.5%+1.6%0.302%
7/9/2026 Birchbrook Inc.47,396$3.46M1.6%-1.2%0.316%
7/9/2026 Sax Wealth Advisors LLC5,112$373K0.0%-52.8%0.034%
7/8/2026 Gradient Investments LLC58,090$4.24M0.1%+3.8%0.387%
7/6/2026 Sincerus Advisory LLC2,790$203K0.1%N/A0.019%
6/18/2026Western Wealth Management LLC1,865$118K0.0%N/A0.011%
6/3/2026NewEdge Advisors LLC4,560$288K0.0%+13.5%0.027%
6/2/2026Blue Edge Capital LLC96,352$6.08M0.8%-4.8%0.572%
5/22/2026WNY Asset Management LLC3,307$209K0.0%N/A0.020%
5/20/2026 SOA Wealth Advisors LLC.168,952$10.66M1.1%-16.0%1.003%
5/20/2026FinArc Investments Inc.9,745$615K0.6%N/A0.058%
5/19/2026Western Wealth Management LLC1,865$118K0.0%N/A0.011%
5/19/2026Bank of America Corp DE57,566$3.63M0.0%+51.3%0.342%
5/18/2026Royal Bank of Canada1,262$80K0.0%-91.8%0.007%
5/13/2026Cetera Investment Advisers17,996$1.14M0.0%-8.1%0.107%
5/7/2026Koss Olinger Consulting LLC412,410$26.02M2.2%+0.9%2.448%
5/6/2026Zhang Financial LLC6,964$439K0.0%+26.8%0.041%
5/5/2026Bank of New York Mellon Corp53,233$3.36M0.0%+8.1%0.316%
5/5/2026Milestone Investment Advisors LLC2,025$128K0.0%+99.1%0.012%
5/4/2026Principal Financial Group Inc.186,007$11.73M0.0%+20.8%1.104%
5/2/2026R. W. Roge & Company Inc.21,071$1.33M0.6%+1.9%0.125%
4/29/2026 Meitav Investment House Ltd.39,590$2.44M0.0%+84.2%0.271%
4/27/2026Private Advisor Group LLC123,781$7.81M0.0%-18.5%0.857%
4/21/2026 Armbruster Capital Management Inc.35,616$2.25M0.4%+12.0%0.246%
4/20/2026 Gilbert Capital Group Inc.27,485$1.73M1.3%-6.0%0.190%
4/18/2026 Brave Asset Management Inc.5,615$354K0.1%+3.6%0.039%
4/16/2026 Warren Street Wealth Advisors LLC9,490$599K0.2%+4.8%0.066%
4/16/2026 McClarren Financial Advisors Inc.5,490$346K0.2%+8,218.2%0.038%
3/9/2026Corient Private Wealth LLC15,861$1.05M0.0%+13.6%0.106%
3/4/2026SHP Wealth Management3,769$249K0.0%N/A0.025%
2/19/2026Corient Private Wealth LLC15,861$1.05M0.0%+13.6%0.106%
2/17/2026GAM Holding AG151,430$10.02M0.6%N/A1.016%
2/17/2026Cetera Investment Advisers19,583$1.30M0.0%+1.1%0.131%
2/17/2026Equitable Holdings Inc.54,890$3.63M0.0%-5.5%0.368%
2/17/2026Osaic Holdings Inc.19,723$1.31M0.0%-7.2%0.132%
2/17/2026Private Advisor Group LLC151,788$10.04M0.0%+0.7%1.019%
2/17/2026Royal Bank of Canada15,305$1.01M0.0%+686.1%0.103%
2/16/2026Retirement Capital Strategies158,859$10.51M3.9%-5.6%1.066%
2/16/2026Mariner LLC13,947$923K0.0%+2.7%0.094%
2/13/2026Kestra Advisory Services LLC2,488$165K0.0%N/A0.017%
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2/13/2026CreativeOne Wealth LLC5,676$375K0.0%+2.9%0.038%
2/13/2026Integrated Wealth Concepts LLC83,755$5.54M0.1%-10.2%0.562%
2/13/2026Wells Fargo & Company MN29,487$1.95M0.0%+5.4%0.198%
2/13/2026Gerber Kawasaki Wealth & Investment Management16,624$1.10M0.0%N/A0.112%
2/12/2026Rossby Financial LCC908$60K0.0%+57.6%0.006%
2/12/2026Front Row Advisors LLC7,186$475K0.2%-2.5%0.048%
2/12/2026Financial Engines Advisors L.L.C.94,474$6.25M0.0%+7.8%0.634%
2/12/2026Commonwealth Equity Services LLC11,628$769K0.0%-1.6%0.078%
2/12/2026Olde Wealth Management LLC487,666$32.26M9.9%+2.8%3.273%
2/12/2026Brown Brothers Harriman & Co.13,081$865K0.0%+54.0%0.088%
2/11/2026Capital Analysts LLC19,394$1.28M0.0%+1.8%0.130%
2/11/2026LPL Financial LLC328,045$21.70M0.0%+1.3%2.202%
2/11/2026Napier Financial LLC24,905$1.65M0.4%N/A0.167%
2/11/2026Milestone Investment Advisors LLC1,017$67K0.0%+24.0%0.007%
2/10/2026Goldman Sachs Group Inc.10,582$700K0.0%-74.1%0.071%
2/10/2026One Capital Management LLC15,387$1.02M0.0%-21.6%0.103%
2/10/2026Koss Olinger Consulting LLC408,847$27.05M2.1%-1.3%2.744%
2/10/2026Northwestern Mutual Wealth Management Co.57,126$3.78M0.0%+5.5%0.383%
2/10/2026Godfrey Financial Associates Inc.5,694$377K0.3%N/A0.038%
2/9/2026Huntington National Bank23,851$1.58M0.0%+58.2%0.160%
2/6/2026Advisory Alpha LLC8,496$562K0.0%+122.6%0.057%
2/6/2026Larson Financial Group LLC32,920$2.18M0.1%+32.6%0.221%
2/6/2026HighTower Advisors LLC34,029$2.25M0.0%-0.7%0.228%
2/4/2026 Birchbrook Inc.28,619$1.89M0.9%+7.3%0.193%
2/4/2026Horizon Wealth Management LLC4,553$301K0.0%+6.5%0.031%
2/3/2026Crestwood Advisors Group LLC13,840$916K0.0%+20.7%0.094%
2/3/2026 SFG Wealth Management LLC.4,303$285K0.1%+27.6%0.029%
1/30/2026Ellenbecker Investment Group11,738$776K0.1%+30.9%0.079%
1/29/2026True Link Financial Advisors LLC4,204$278K0.0%N/A0.024%
1/29/2026 Veracity Capital LLC12,348$817K0.2%+1.3%0.071%
1/28/2026Schmidt P J Investment Management Inc.4,203$278K0.0%+22.0%0.024%
1/27/2026Retirement Income Solutions Inc.15,284$1.01M0.2%+10.4%0.088%
1/27/2026Seeds Investor LLC31,093$2.06M0.4%+17.5%0.179%
1/23/2026 Farther Finance Advisors LLC21,152$1.40M0.0%-1.7%0.122%
1/23/2026Laurel Wealth Planning LLC160,066$10.59M5.9%-5.8%0.925%
1/23/2026 Gilbert Capital Group Inc.29,246$1.94M1.5%-5.5%0.169%
1/21/2026 Flagship Harbor Advisors LLC3,082$204K0.0%-10.9%0.018%
1/20/2026Savvy Advisors Inc.25,230$1.67M0.1%-3.4%0.146%
1/20/2026 SOA Wealth Advisors LLC.201,104$13.30M1.4%+1.4%1.164%
1/16/2026Verus Wealth Management LLC8,950$592K0.6%-1.6%0.052%
1/12/2026 Richard P Slaughter Associates Inc25,166$1.67M0.3%-2.6%0.146%
1/9/2026 Marshall Financial Group LLC5,362$355K0.1%-7.1%0.031%
1/8/2026 Tompkins Financial Corp288,111$19.06M1.5%-0.7%1.668%
1/8/2026 Gradient Investments LLC56,992$3.77M0.1%+5.1%0.330%
1/5/2026Coastline Trust Co15,229$1.01M0.1%-8.5%0.088%
12/2/2025 Gilbert Capital Group Inc.30,941$1.97M1.5%-1.5%0.173%
11/17/2025Financial Engines Advisors L.L.C.87,637$5.57M0.0%+1.0%0.490%
11/17/2025Front Row Advisors LLC7,373$469K0.2%+5.0%0.041%
11/17/2025Susquehanna International Group LLP37,329$2.37M0.0%+26.8%0.209%
11/17/2025Northwestern Mutual Wealth Management Co.54,148$3.44M0.0%-3.2%0.303%
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11/17/2025Mariner LLC13,577$863K0.0%+27.2%0.076%
11/17/2025Larson Financial Group LLC24,821$1.58M0.1%+0.8%0.139%
11/17/2025Integrated Wealth Concepts LLC93,235$5.93M0.1%+3.1%0.521%
11/17/2025Citadel Advisors LLC25,525$1.62M0.0%N/A0.143%
11/17/2025Bank of America Corp DE38,127$2.42M0.0%-12.7%0.213%
11/14/2025Raymond James Financial Inc.46,006$2.93M0.0%+3.2%0.257%
11/14/2025Equitable Holdings Inc.58,113$3.70M0.0%+58.7%0.325%
11/14/2025One Capital Management LLC19,630$1.25M0.0%-41.0%0.110%
11/14/2025Two Sigma Investments LP46,800$2.98M0.0%-64.1%0.262%
11/14/2025Olde Wealth Management LLC474,179$31.04M9.6%N/A2.652%


EFIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 130 institutional investors and hedge funds held shares of SPDR S&P 500 ESG ETF. The most heavily invested institutionals were Olde Wealth Management LLC ($32.26M), Koss Olinger Consulting LLC ($26.02M), Baltimore Washington Financial Advisors Inc. ($24.74M), LPL Financial LLC ($21.70M), Tompkins Financial Corp ($19.06M), Financial Network Wealth Management LLC ($12.23M), and Principal Financial Group Inc. ($11.73M).Learn more on SPDR S&P 500 ESG ETF's institutional investors.

Of the 119 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), Olde Wealth Management LLC ($515.97K), Koss Olinger Consulting LLC ($470.37K), Tompkins Financial Corp ($282.87K), Private Advisor Group LLC ($190.17K), GAM Holding AG ($151.43K), and Principal Financial Group Inc. ($128.88K).

Institutional investors have bought a total of 1,222,682 shares in the last 24 months. This purchase volume represents approximately $77.64M in transactions.

Of the 43 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: Bank of America Corp DE ($90.25K), Two Sigma Investments LP ($83.40K), Principal Financial Group Inc. ($59.12K), Koss Olinger Consulting LLC ($57.96K), SOA Wealth Advisors LLC. ($32.15K), Goldman Sachs Group Inc. ($30.30K), and Private Advisor Group LLC ($29.16K).

Institutional investors have sold a total of 524,444 shares in the last 24 months. This volume of shares sold represents approximately $32.83M in transactions.


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This page (NYSEARCA:EFIV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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