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

SPDR S&P 500 ESG ETF logo
$61.88 +0.19 (+0.31%)
Closing price 04:10 PM Eastern
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$61.87 -0.01 (-0.02%)
As of 04:16 PM 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)
87
Total
Institutional Inflows
(last 12 months)
$522.00M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$53.32M
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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
8/20/2025 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%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

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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%
5/21/2025 Geneos Wealth Management Inc.695$37K0.0%+193.2%0.003%
5/19/2025 Jane Street Group LLC21,471$1.15M0.0%+21.5%0.104%
5/16/2025 Goldman Sachs Group Inc.56,242$3.01M0.0%+537.9%0.189%
5/14/2025 CreativeOne Wealth LLC5,058$271K0.0%+14.3%0.017%
5/14/2025 Northwestern Mutual Wealth Management Co.20,273$1.09M0.0%-48.7%0.068%
5/14/2025 Capital Analysts LLC18,229$975K0.0%-8.7%0.061%
5/13/2025 Blue Edge Capital LLC99,213$5.31M0.9%-1.3%0.334%
5/13/2025 HighTower Advisors LLC43,250$2.31M0.0%-7.4%0.146%
5/12/2025 Financial 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%
5/9/2025 Altfest L J & Co. Inc.5,942$318K0.0%-4.6%0.020%
5/9/2025 McClarren Financial Advisors Inc.5,430$290K0.2%-19.7%0.018%
5/9/2025 Cary Street Partners Financial LLC5,608$300K0.0%N/A0.019%
5/8/2025US Financial Advisors LLC25,687$1.37M0.4%+8.4%0.086%
5/7/2025 LPL Financial LLC357,055$19.10M0.0%-0.4%1.202%
5/6/2025 Cetera Investment Advisers18,885$1.01M0.0%-6.6%0.064%
5/5/2025 Private Advisor Group LLC150,232$8.04M0.0%-37.7%0.506%
5/2/2025 Larson 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%
4/29/2025 Bank 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%
4/25/2025 Hills Bank & Trust Co3,186$170K0.0%+20.5%0.011%
4/24/2025 Laurel 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%
4/22/2025 Denver 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%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
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%
2/17/2025 Two Sigma Investments LP193,900$10.95M0.0%+59.5%0.832%
2/17/2025 Cetera Investment Advisers20,213$1.14M0.0%+20.8%0.087%
2/17/2025 Bank of America Corp DE58,340$3.30M0.0%+65.6%0.250%
2/17/2025 Aptus Capital Advisors LLC4,340$245K0.0%+6.5%0.019%
2/14/2025 Jane Street Group LLC17,676$998K0.0%N/A0.076%
2/14/2025 Capital Analysts LLC19,962$1.13M0.0%-0.9%0.086%
2/14/2025 Integrated Wealth Concepts LLC88,713$5.01M0.1%-1.2%0.381%
2/14/2025 Pinebridge 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, 124 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 111 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 9,273,691 shares in the last 24 months. This purchase volume represents approximately $522.00M 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.


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This page (NYSEARCA:EFIV) was last updated on 8/28/2025 by MarketBeat.com Staff
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