SPDR S&P 500 ESG ETF (EFIV) Institutional Ownership $71.93 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)Number ofInstitutional Buyers(last 12 months)83TotalInstitutional Inflows(last 12 months)$86.13MNumber ofInstitutional Sellers(last 12 months)43TotalInstitutional Outflows(last 12 months)$38.39M 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 View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/22/2026WNY 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% 5/20/2026 FinArc Investments Inc.9,745$615K0.6%N/A0.058% 5/19/2026 Western Wealth Management LLC1,865$118K0.0%N/A0.011% 5/19/2026 Bank of America Corp DE57,566$3.63M0.0%+51.3%0.342% 5/18/2026 Royal Bank of Canada1,262$80K0.0%-91.8%0.007% 5/13/2026 Cetera Investment Advisers17,996$1.14M0.0%-8.1%0.107% 5/7/2026 Koss Olinger Consulting LLC412,410$26.02M2.2%+0.9%2.448% 5/6/2026 Zhang Financial LLC6,964$439K0.0%+26.8%0.041% 5/5/2026 Bank of New York Mellon Corp53,233$3.36M0.0%+8.1%0.316% Get the Latest News and Ratings for EFIV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for SPDR S&P 500 ESG ETF and its competitors with MarketBeat's FREE daily newsletter. 5/5/2026 Milestone Investment Advisors LLC2,025$128K0.0%+99.1%0.012% 5/4/2026 Principal Financial Group Inc.186,007$11.73M0.0%+20.8%1.104% 5/2/2026 R. 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% 4/27/2026 Private 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% 3/9/2026 Corient Private Wealth LLC15,861$1.05M0.0%+13.6%0.106% 3/4/2026 SHP Wealth Management3,769$249K0.0%N/A0.025% 2/19/2026 Corient Private Wealth LLC15,861$1.05M0.0%+13.6%0.106% 2/17/2026GAM Holding AG151,430$10.02M0.6%N/A1.016% 2/17/2026 Cetera Investment Advisers19,583$1.30M0.0%+1.1%0.131% 2/17/2026 Equitable Holdings Inc.54,890$3.63M0.0%-5.5%0.368% 2/17/2026 Osaic Holdings Inc.19,723$1.31M0.0%-7.2%0.132% 2/17/2026 Private Advisor Group LLC151,788$10.04M0.0%+0.7%1.019% 2/17/2026 Royal Bank of Canada15,305$1.01M0.0%+686.1%0.103% 2/16/2026 Retirement Capital Strategies158,859$10.51M3.9%-5.6%1.066% 2/16/2026 Mariner LLC13,947$923K0.0%+2.7%0.094% 2/13/2026 Kestra Advisory Services LLC2,488$165K0.0%N/A0.017% 2/13/2026 CreativeOne Wealth LLC5,676$375K0.0%+2.9%0.038% 2/13/2026 Integrated Wealth Concepts LLC83,755$5.54M0.1%-10.2%0.562% 2/13/2026 Wells Fargo & Company MN29,487$1.95M0.0%+5.4%0.198% 2/13/2026 Gerber Kawasaki Wealth & Investment Management16,624$1.10M0.0%N/A0.112% 2/12/2026 Rossby Financial LCC908$60K0.0%+57.6%0.006% 2/12/2026 Front Row Advisors LLC7,186$475K0.2%-2.5%0.048% 2/12/2026 Financial Engines Advisors L.L.C.94,474$6.25M0.0%+7.8%0.634% 2/12/2026 Commonwealth Equity Services LLC11,628$769K0.0%-1.6%0.078% Goldman Sachs just told you what to buy (most people missed it) (Ad)Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. 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Analyst Dylan Jovine is releasing the ticker for free.See the stock positioned to solve AI's biggest power crisis2/12/2026 Olde Wealth Management LLC487,666$32.26M9.9%+2.8%3.273% 2/12/2026 Brown Brothers Harriman & Co.13,081$865K0.0%+54.0%0.088% 2/11/2026 Capital Analysts LLC19,394$1.28M0.0%+1.8%0.130% 2/11/2026 LPL Financial LLC328,045$21.70M0.0%+1.3%2.202% 2/11/2026 Napier Financial LLC24,905$1.65M0.4%N/A0.167% 2/11/2026 Milestone Investment Advisors LLC1,017$67K0.0%+24.0%0.007% 2/10/2026 Goldman Sachs Group Inc.10,582$700K0.0%-74.1%0.071% 2/10/2026 One Capital Management LLC15,387$1.02M0.0%-21.6%0.103% 2/10/2026 Koss Olinger Consulting LLC408,847$27.05M2.1%-1.3%2.744% 2/10/2026 Northwestern Mutual Wealth Management Co.57,126$3.78M0.0%+5.5%0.383% 2/10/2026 Godfrey Financial Associates Inc.5,694$377K0.3%N/A0.038% 2/9/2026 Huntington National Bank23,851$1.58M0.0%+58.2%0.160% 2/6/2026 Advisory Alpha LLC8,496$562K0.0%+122.6%0.057% 2/6/2026 Larson Financial Group LLC32,920$2.18M0.1%+32.6%0.221% 2/6/2026 HighTower Advisors LLC34,029$2.25M0.0%-0.7%0.228% 2/4/2026 Birchbrook Inc.28,619$1.89M0.9%+7.3%0.193% 2/4/2026 Horizon Wealth Management LLC4,553$301K0.0%+6.5%0.031% 2/3/2026 Crestwood 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% 1/30/2026 Ellenbecker Investment Group11,738$776K0.1%+30.9%0.079% 1/29/2026 True Link Financial Advisors LLC4,204$278K0.0%N/A0.024% 1/29/2026 Veracity Capital LLC12,348$817K0.2%+1.3%0.071% 1/28/2026 Schmidt P J Investment Management Inc.4,203$278K0.0%+22.0%0.024% 1/27/2026 Retirement Income Solutions Inc.15,284$1.01M0.2%+10.4%0.088% 1/27/2026 Seeds 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% 1/23/2026 Laurel 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% 1/20/2026 Savvy 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% 1/16/2026 Verus 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% 1/5/2026 Coastline 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% 11/17/2025 Financial Engines Advisors L.L.C.87,637$5.57M0.0%+1.0%0.490% 11/17/2025 Front Row Advisors LLC7,373$469K0.2%+5.0%0.041% 11/17/2025 Susquehanna International Group LLP37,329$2.37M0.0%+26.8%0.209% 11/17/2025 Northwestern Mutual Wealth Management Co.54,148$3.44M0.0%-3.2%0.303% 11/17/2025 Mariner LLC13,577$863K0.0%+27.2%0.076% 11/17/2025 Larson Financial Group LLC24,821$1.58M0.1%+0.8%0.139% 11/17/2025 Integrated Wealth Concepts LLC93,235$5.93M0.1%+3.1%0.521% 11/17/2025 Citadel Advisors LLC25,525$1.62M0.0%N/A0.143% 11/17/2025 Bank of America Corp DE38,127$2.42M0.0%-12.7%0.213% 11/14/2025 Raymond James Financial Inc.46,006$2.93M0.0%+3.2%0.257% 11/14/2025 Equitable Holdings Inc.58,113$3.70M0.0%+58.7%0.325% 11/14/2025 One Capital Management LLC19,630$1.25M0.0%-41.0%0.110% $30 stock to buy before Starlink goes public (WATCH NOW!) 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No credit card is required to get the ticker.Watch the free video to get the ticker today.11/14/2025 Two Sigma Investments LP46,800$2.98M0.0%-64.1%0.262% 11/14/2025 Olde Wealth Management LLC474,179$31.04M9.6%N/A2.652% 11/13/2025 SFG Wealth Management LLC.3,372$214K0.1%N/A0.019% 11/13/2025 Private Advisor Group LLC150,717$9.58M0.0%-0.8%0.843% 11/13/2025 CreativeOne Wealth LLC5,518$351K0.0%+5.4%0.031% 11/13/2025 Baltimore Washington Financial Advisors Inc.389,065$24.74M1.1%+2.4%2.176% 11/12/2025Blue Edge Capital LLC99,903$6.35M0.9%+3.0%0.559% 11/12/2025 Perennial Investment Advisors LLC21,523$1.37M0.1%+4.2%0.120% 11/12/2025 Advisory Alpha LLC3,816$244K0.0%N/A0.021% 11/12/2025 Retirement Capital Strategies168,342$10.71M4.1%-4.2%0.942% EFIV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of EFIV shares? During the previous two years, 128 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. Which institutional investors have been buying SPDR S&P 500 ESG ETF's stock? Of the 117 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), SOA Wealth Advisors LLC. ($191.06K), Private Advisor Group LLC ($190.17K), and GAM Holding AG ($151.43K). How much institutional buying is happening at SPDR S&P 500 ESG ETF? Institutional investors have bought a total of 1,375,086 shares in the last 24 months. This purchase volume represents approximately $86.13M in transactions. Which of SPDR S&P 500 ESG ETF's major shareholders have been selling company stock? 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: Farther Finance Advisors LLC ($94.28K), 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), and Goldman Sachs Group Inc. ($30.30K). How much institutional selling is happening at SPDR S&P 500 ESG ETF? Institutional investors have sold a total of 621,279 shares in the last 24 months. This volume of shares sold represents approximately $38.39M in transactions. Related Companies BUG Institutional Ownership DFSI Institutional Ownership DMXF Institutional Ownership IGPT Institutional Ownership CRBN Institutional Ownership SUSL Institutional Ownership QQQJ Institutional Ownership XLSR Institutional Ownership MOO Institutional Ownership GII Institutional Ownership This page (NYSEARCA:EFIV) was last updated on 5/25/2026 by MarketBeat.com Staff. 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