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

$53.18

+0.58 (+1.10%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 49
Total Institutional Inflows (last 12 months): $83.25M

Number of Institutional Sellers (last 12 months): 23
Total Institutional Outflows (last 12 months): $9.25M

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EFIV Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	34,223	$1.82M	0.0%	-6.9%	0.147%
7/25/2024	Laurel Wealth Planning LLC	222,197	$11.80M	8.2%	-1.8%	0.954%
7/22/2024	Veracity Capital LLC	15,304	$813K	0.3%	-4.2%	0.066%
7/22/2024	Focus Financial Network Inc.	20,324	$1.11M	0.0%	-4.5%	0.087%
7/22/2024	Denver Wealth Management Inc.	10,026	$532K	0.3%	+21.5%	0.043%
7/20/2024	Zhang Financial LLC	4,744	$252K	0.0%	+4.4%	0.020%
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7/18/2024	Gradient Investments LLC	70,538	$3.75M	0.1%	+1.0%	0.303%
7/17/2024	SOA Wealth Advisors LLC.	90,489	$4.81M	1.0%	+801.3%	0.388%
7/17/2024	J.Safra Asset Management Corp	6,010	$319K	0.0%	N/A	0.026%
7/15/2024	Brave Asset Management Inc.	5,299	$281K	0.1%	+8.9%	0.023%
7/10/2024	First Affirmative Financial Network	4,370	$232K	0.2%	N/A	0.019%
7/10/2024	CWM LLC	5,296	$281K	0.0%	+11.2%	0.023%
5/24/2024	Cetera Advisors LLC	12,282	$622K	0.0%	N/A	0.053%
5/15/2024	Blue Edge Capital LLC	91,343	$4.63M	0.8%	+18.5%	0.392%
5/14/2024	CreativeOne Wealth LLC	8,208	$416K	0.0%	N/A	0.035%
5/14/2024	Sax Wealth Advisors LLC	15,750	$798K	0.1%	N/A	0.068%
5/9/2024	Kingsview Wealth Management LLC	5,538	$280K	0.0%	-38.3%	0.024%
5/8/2024	Baltimore Washington Financial Advisors Inc.	373,844	$18.93M	1.2%	+1.8%	1.604%
5/4/2024	R. W. Roge & Company Inc.	12,094	$613K	0.4%	+20.4%	0.051%
5/2/2024	USAdvisors Wealth Management LLC	4,327	$219K	0.1%	N/A	0.018%
4/30/2024	Private Advisor Group LLC	53,386	$2.70M	0.0%	+67.0%	0.226%
4/24/2024	Zhang Financial LLC	4,544	$230K	0.0%	N/A	0.019%
4/23/2024	Gradient Investments LLC	69,874	$3.54M	0.1%	+2.3%	0.296%
4/22/2024	Laurel Wealth Planning LLC	226,283	$11.46M	7.6%	-0.8%	0.959%
4/19/2024	Marshall Financial Group LLC	6,557	$332K	0.1%	+7.0%	0.032%
4/10/2024	SOA Wealth Advisors LLC.	10,040	$508K	0.1%	+82.5%	0.049%
2/21/2024	WNY Asset Management LLC	8,136	$376K	0.1%	N/A	0.040%
2/14/2024	Retirement Capital Strategies	710,516	$32.83M	14.2%	+476.5%	3.466%
2/12/2024	Focus Financial Network Inc. ADV	20,471	$946K	0.0%	N/A	0.100%
2/9/2024	Journey Strategic Wealth LLC	9,134	$422K	0.0%	-2.3%	0.045%
2/9/2024	Laurel Wealth Planning LLC	228,110	$10.54M	7.5%	N/A	1.113%
2/8/2024	Kingsview Wealth Management LLC	8,980	$415K	0.0%	-18.7%	0.044%
2/8/2024	US Financial Advisors LLC	30,533	$1.41M	0.5%	+8.4%	0.149%
2/7/2024	Principal Financial Group Inc.	204,062	$9.43M	0.0%	+11.2%	0.995%
2/7/2024	One Capital Management LLC	56,494	$2.61M	0.1%	-6.2%	0.276%
2/6/2024	Private Advisor Group LLC	31,960	$1.48M	0.0%	+4.7%	0.156%
2/1/2024	Sage Advisory Services Ltd.Co.	9,036	$417K	0.1%	-56.3%	0.044%
2/1/2024	CWM LLC	9,959	$460K	0.0%	-6.8%	0.049%
1/25/2024	International Assets Investment Management LLC	16,678	$771K	0.0%	N/A	0.081%
1/24/2024	Stratos Wealth Partners LTD.	23,746	$1.10M	0.0%	-2.4%	0.116%
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1/24/2024	International Assets Investment Management LLC	16,678	$771K	0.0%	N/A	0.081%
1/19/2024	AdvisorNet Financial Inc	615	$28K	0.0%	N/A	0.003%
1/18/2024	Gradient Investments LLC	68,318	$3.16M	0.1%	-2.1%	0.333%
1/17/2024	OmniStar Financial Group Inc.	11,555	$534K	0.7%	-4.0%	0.056%
1/16/2024	Raymond James Financial Services Advisors Inc.	6,720	$310K	0.0%	N/A	0.033%
1/16/2024	Raymond James & Associates	14,721	$680K	0.0%	-56.0%	0.072%
1/11/2024	SOA Wealth Advisors LLC.	5,502	$254K	0.1%	N/A	0.027%
1/11/2024	KWB Wealth	6,754	$312K	0.0%	-17.1%	0.033%
1/11/2024	Marshall Financial Group LLC	6,129	$283K	0.1%	-19.1%	0.030%
11/15/2023	Integrated Wealth Concepts LLC	521,253	$21.63M	0.4%	+2.1%	2.543%
11/14/2023	Mutual Advisors LLC	8,888	$369K	0.0%	N/A	0.043%
11/13/2023	Mariner LLC	33,869	$1.41M	0.0%	+37.5%	0.165%
11/13/2023	LPL Financial LLC	157,968	$6.55M	0.0%	-8.1%	0.771%
11/13/2023	Retirement Capital Strategies	123,255	$5.11M	2.4%	-28.8%	0.601%
11/13/2023	Financial Engines Advisors L.L.C.	77,651	$3.22M	0.0%	+8.2%	0.379%
11/13/2023	US Financial Advisors LLC	28,170	$1.17M	0.5%	+7.8%	0.137%
11/9/2023	One Capital Management LLC	60,222	$2.50M	0.1%	+5.6%	0.294%
11/8/2023	Aptus Capital Advisors LLC	1,024	$42K	0.0%	+746.3%	0.005%
11/8/2023	HighTower Advisors LLC	19,465	$807K	0.0%	+4.1%	0.095%
11/8/2023	Baltimore Washington Financial Advisors Inc.	351,685	$14.59M	1.0%	+3.4%	1.716%
11/8/2023	Fort Point Capital Partners LLC	12,204	$506K	0.1%	+4.8%	0.060%
11/8/2023	Journey Strategic Wealth LLC	9,347	$388K	0.0%	+4.8%	0.046%
11/8/2023	New York Life Investment Management LLC	33,840	$1.40M	0.0%	-10.8%	0.165%
11/7/2023	Kingsview Wealth Management LLC	11,046	$458K	0.0%	-13.9%	0.054%
11/7/2023	Atria Investments Inc	55,408	$2.30M	0.0%	+18.4%	0.270%
11/3/2023	Private Advisor Group LLC	30,524	$1.27M	0.0%	+15.3%	0.149%
11/2/2023	Sage Advisory Services Ltd.Co.	20,684	$858K	0.2%	-4.3%	0.101%
11/2/2023	Principal Financial Group Inc.	183,449	$7.61M	0.0%	+73.4%	0.895%
11/1/2023	Retirement Income Solutions Inc	17,802	$739K	0.2%	+4.9%	0.087%
11/1/2023	Orion Portfolio Solutions LLC	8,448	$351K	0.0%	N/A	0.041%
10/31/2023	Allworth Financial LP	3,170	$132K	0.0%	+13.5%	0.015%
10/27/2023	Gradient Investments LLC	69,817	$2.90M	0.1%	-1.6%	0.341%
10/24/2023	Bank of New York Mellon Corp	95,473	$3.96M	0.0%	N/A	0.466%
10/24/2023	Stratos Wealth Partners LTD.	24,336	$1.01M	0.0%	+4.2%	0.119%
10/24/2023	Raymond James & Associates	33,482	$1.39M	0.0%	-2.4%	0.163%
10/17/2023	Flagship Harbor Advisors LLC	36,661	$1.52M	0.1%	-22.5%	0.179%
10/13/2023	Brave Asset Management Inc.	4,865	$202K	0.1%	-4.9%	0.024%
10/11/2023	CWM LLC	10,680	$443K	0.0%	+483.9%	0.052%
10/11/2023	Koss Olinger Consulting LLC	231,762	$9.62M	1.4%	+82.7%	1.131%
9/7/2023	ST Germain D J Co. Inc.	7,555	$325K	0.0%	N/A	0.037%
8/21/2023	Blue Edge Capital LLC	60,431	$2.60M	0.5%	-2.8%	0.295%
8/14/2023	Fort Point Capital Partners LLC	11,644	$501K	0.1%	+3.7%	0.057%
8/14/2023	Zurich Insurance Group Ltd FI	16,760	$734K	0.0%	-7.6%	0.082%
8/11/2023	Pinebridge Investments L.P.	66,662	$2.87M	0.0%	N/A	0.325%
8/11/2023	Financial Engines Advisors L.L.C.	71,752	$3.09M	0.0%	+15.1%	0.350%
8/10/2023	Private Advisor Group LLC	26,466	$1.14M	0.0%	+27.8%	0.129%
8/10/2023	US Financial Advisors LLC	26,143	$1.13M	0.5%	-11.5%	0.128%
8/10/2023	Cetera Investment Advisers	18,229	$785K	0.0%	+3.4%	0.089%
8/9/2023	Baltimore Washington Financial Advisors Inc.	340,159	$14.64M	1.2%	+89.9%	1.659%
8/7/2023	Principal Financial Group Inc.	105,793	$4.55M	0.0%	+27.3%	0.486%
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8/7/2023	Wells Financial Advisors INC	2,538	$109K	0.1%	N/A	0.012%
8/7/2023	New York Life Investment Management LLC	37,949	$1.63M	0.0%	N/A	0.174%
8/4/2023	Atria Investments Inc	46,795	$2.02M	0.0%	N/A	0.215%
8/3/2023	CWM LLC	1,829	$79K	0.0%	N/A	0.008%
8/3/2023	Armbruster Capital Management Inc.	35,775	$1.54M	0.4%	+3.2%	0.164%
8/2/2023	Sage Advisory Services Ltd.Co.	21,609	$930K	0.3%	-1.8%	0.099%
8/1/2023	Merit Financial Group LLC	4,889	$210K	0.0%	N/A	0.022%
7/31/2023	LPL Financial LLC	171,963	$7.40M	0.0%	-27.5%	0.790%
7/28/2023	Retirement Income Solutions Inc	16,966	$730K	0.2%	+17.2%	0.078%
7/25/2023	Raymond James & Associates	34,309	$1.48M	0.0%	+2.2%	0.158%

(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, 71 institutional investors and hedge funds held shares of SPDR S&P 500 ESG ETF. The most heavily invested institutionals were Retirement Capital Strategies ($32.83M), Integrated Wealth Concepts LLC ($21.63M), Baltimore Washington Financial Advisors Inc. ($18.93M), Laurel Wealth Planning LLC ($11.80M), Koss Olinger Consulting LLC ($9.62M), Principal Financial Group Inc. ($9.43M), and LPL Financial LLC ($6.55M).Learn more on EFIV's institutional investors.
Which institutional investors have been buying SPDR S&P 500 ESG ETF stock?: Of the 68 institutional investors that purchased SPDR S&P 500 ESG ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Retirement Capital Strategies ($682.58K), Baltimore Washington Financial Advisors Inc. ($336.81K), Laurel Wealth Planning LLC ($228.11K), Principal Financial Group Inc. ($193.99K), LPL Financial LLC ($165.30K), Gradient Investments LLC ($109.56K), and Koss Olinger Consulting LLC ($104.91K).
How much institutional buying is happening at SPDR S&P 500 ESG ETF?: Institutional investors have bought a total of 2,889,249 shares in the last 24 months. This purchase volume represents approximately $121.65M in transactions.

Which SPDR S&P 500 ESG ETF major shareholders have been selling company stock?: Of the 31 institutional investors that sold SPDR S&P 500 ESG ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($303.82K), Flagship Harbor Advisors LLC ($73.75K), Raymond James & Associates ($64.44K), Retirement Capital Strategies ($49.98K), Gradient Investments LLC ($39.02K), Sage Advisory Services Ltd.Co. ($28.29K), and OmniStar Financial Group Inc. ($23.91K).
How much institutional selling is happening at SPDR S&P 500 ESG ETF?: Institutional investors have sold a total of 658,935 shares in the last 24 months. This volume of shares sold represents approximately $26.53M in transactions.