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

SPDR S&P 500 ESG ETF logo
$57.58 +0.33 (+0.58%)
(As of 01:45 PM ET)
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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)
43
Total
Institutional Inflows
(last 12 months)
$87.29M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$7.78M
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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
11/20/2024 SOA Wealth Advisors LLC.99,590$5.55M1.1%+10.1%0.427%
11/15/2024 Integrated Wealth Concepts LLC89,809$5.01M0.1%+4.9%0.385%
11/15/2024 HighTower Advisors LLC46,339$2.59M0.0%+15.3%0.199%
11/14/2024 CreativeOne Wealth LLC8,245$460K0.0%+2.5%0.035%
11/13/2024 Townsquare Capital LLC11,434$638K0.0%N/A0.049%
11/13/2024 FMR LLC1,106$62K0.0%N/A0.005%
11/12/2024Larson Financial Group LLC1,349$75K0.0%N/A0.006%
11/5/2024 Aptus Capital Advisors LLC4,077$227K0.0%+251.5%0.017%
11/1/2024 Sheets Smith Wealth Management41,891$2.34M0.3%-13.3%0.180%
10/31/2024 Principal Financial Group Inc.179,393$10.00M0.0%+16.6%0.770%
10/31/2024 Financial Services Advisory Inc33,273$1.86M0.4%-35.1%0.143%
10/31/2024 US Financial Advisors LLC24,050$1.34M0.4%-16.9%0.103%
10/30/2024 White Lighthouse Investment Management Inc.5,218$291K0.1%N/A0.022%
10/28/2024 Laurel Wealth Planning LLC215,191$12.00M7.8%-3.2%0.924%
10/22/2024 Private Advisor Group LLC235,365$13.12M0.1%+351.9%1.010%
10/21/2024 Koss Olinger Consulting LLC354,875$19.79M1.7%+0.8%1.523%
10/19/2024McClarren Financial Advisors Inc.5,397$300K0.2%+10,083.0%0.023%
10/18/2024Warren Street Wealth Advisors LLC11,434$638K0.3%-4.1%0.049%
10/17/2024Sax Wealth Advisors LLC19,612$1.09M0.1%+24.5%0.084%
10/11/2024 Paladin Wealth LLC1,131$63K0.1%N/A0.005%
10/10/2024 First Affirmative Financial Network6,660$371K0.2%+52.4%0.029%
10/8/2024 CWM LLC6,366$355K0.0%+20.2%0.027%
9/30/2024 Mattson Financial Services LLC793$42K0.0%N/A0.003%
8/30/2024 Brown Financial Advisors2,912$155K0.1%N/A0.012%
8/16/2024 Northwestern Mutual Wealth Management Co.19,332$1.03M0.0%+5.1%0.083%
8/16/2024 Front Row Advisors LLC3,430$182K0.1%N/A0.015%
8/16/2024 Creative Planning8,382$445K0.0%-32.8%0.036%
8/13/2024Benjamin F. Edwards & Company Inc.1,197$64K0.0%+371.3%0.005%
8/10/2024 Perennial Investment Advisors LLC5,198$276K0.0%N/A0.022%
8/7/2024 Blue Edge Capital LLC96,561$5.13M0.8%+5.7%0.414%
8/6/2024 Sage Advisory Services Ltd.Co.7,727$410K0.1%-14.6%0.033%
8/6/2024 Koss Olinger Consulting LLC351,995$18.69M1.7%N/A1.511%
8/6/2024Chicago Capital LLC8,067$428K0.0%+97.2%0.035%
8/5/2024 Private Advisor Group LLC52,082$2.77M0.0%-2.4%0.224%
7/31/2024Commonwealth Equity Services LLC7,212$383K0.0%-7.6%0.031%
7/31/2024 Baltimore Washington Financial Advisors Inc.380,256$20.19M1.2%+1.7%1.632%
7/29/2024 Principal Financial Group Inc.153,869$8.17M0.0%-24.6%0.660%
7/26/2024 Bank of New York Mellon Corp34,223$1.82M0.0%-6.9%0.147%
7/25/2024 Laurel Wealth Planning LLC222,197$11.80M8.2%-1.8%0.954%
7/22/2024Veracity Capital LLC15,304$813K0.3%-4.2%0.066%
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7/22/2024 Focus Financial Network Inc.20,324$1.11M0.0%-4.5%0.087%
7/22/2024 Denver Wealth Management Inc.10,026$532K0.3%+21.5%0.043%
7/20/2024 Zhang Financial LLC4,744$252K0.0%+4.4%0.020%
7/18/2024 Gradient Investments LLC70,538$3.75M0.1%+1.0%0.303%
7/17/2024 SOA Wealth Advisors LLC.90,489$4.81M1.0%+801.3%0.388%
7/17/2024 J.Safra Asset Management Corp6,010$319K0.0%N/A0.026%
7/15/2024 Brave Asset Management Inc.5,299$281K0.1%+8.9%0.023%
7/10/2024 First Affirmative Financial Network4,370$232K0.2%N/A0.019%
7/10/2024 CWM LLC5,296$281K0.0%+11.2%0.023%
5/24/2024Cetera Advisors LLC12,282$622K0.0%N/A0.053%
5/15/2024 Blue Edge Capital LLC91,343$4.63M0.8%+18.5%0.392%
5/14/2024 CreativeOne Wealth LLC8,208$416K0.0%N/A0.035%
5/14/2024Sax Wealth Advisors LLC15,750$798K0.1%N/A0.068%
5/9/2024 Kingsview Wealth Management LLC5,538$280K0.0%-38.3%0.024%
5/8/2024 Baltimore Washington Financial Advisors Inc.373,844$18.93M1.2%+1.8%1.604%
5/4/2024 R. W. Roge & Company Inc.12,094$613K0.4%+20.4%0.051%
5/2/2024 USAdvisors Wealth Management LLC4,327$219K0.1%N/A0.018%
4/30/2024 Private Advisor Group LLC53,386$2.70M0.0%+67.0%0.226%
4/24/2024 Zhang Financial LLC4,544$230K0.0%N/A0.019%
4/23/2024 Gradient Investments LLC69,874$3.54M0.1%+2.3%0.296%
4/22/2024 Laurel Wealth Planning LLC226,283$11.46M7.6%-0.8%0.959%
4/19/2024 Marshall Financial Group LLC6,557$332K0.1%+7.0%0.032%
4/10/2024 SOA Wealth Advisors LLC.10,040$508K0.1%+82.5%0.049%
2/21/2024 WNY Asset Management LLC8,136$376K0.1%N/A0.040%
2/14/2024 Retirement Capital Strategies710,516$32.83M14.2%+476.5%3.466%
2/12/2024Focus Financial Network Inc. ADV20,471$946K0.0%N/A0.100%
2/9/2024 Journey Strategic Wealth LLC9,134$422K0.0%-2.3%0.045%
2/9/2024 Laurel Wealth Planning LLC228,110$10.54M7.5%N/A1.113%
2/8/2024 Kingsview Wealth Management LLC8,980$415K0.0%-18.7%0.044%
2/8/2024 US Financial Advisors LLC30,533$1.41M0.5%+8.4%0.149%
2/7/2024 Principal Financial Group Inc.204,062$9.43M0.0%+11.2%0.995%
2/7/2024 One Capital Management LLC56,494$2.61M0.1%-6.2%0.276%
2/6/2024 Private Advisor Group LLC31,960$1.48M0.0%+4.7%0.156%
2/1/2024 Sage Advisory Services Ltd.Co.9,036$417K0.1%-56.3%0.044%
2/1/2024 CWM LLC9,959$460K0.0%-6.8%0.049%
1/25/2024 International Assets Investment Management LLC16,678$771K0.0%N/A0.081%
1/24/2024Stratos Wealth Partners LTD.23,746$1.10M0.0%-2.4%0.116%
1/24/2024 International Assets Investment Management LLC16,678$771K0.0%N/A0.081%
1/19/2024 AdvisorNet Financial Inc615$28K0.0%N/A0.003%
1/18/2024 Gradient Investments LLC68,318$3.16M0.1%-2.1%0.333%
1/17/2024OmniStar Financial Group Inc.11,555$534K0.7%-4.0%0.056%
1/16/2024Raymond James Financial Services Advisors Inc.6,720$310K0.0%N/A0.033%
1/16/2024Raymond James & Associates14,721$680K0.0%-56.0%0.072%
1/11/2024 SOA Wealth Advisors LLC.5,502$254K0.1%N/A0.027%
1/11/2024 KWB Wealth6,754$312K0.0%-17.1%0.033%
1/11/2024 Marshall Financial Group LLC6,129$283K0.1%-19.1%0.030%
11/15/2023 Integrated Wealth Concepts LLC521,253$21.63M0.4%+2.1%2.543%
11/14/2023 Mutual Advisors LLC8,888$369K0.0%N/A0.043%
11/13/2023 Mariner LLC33,869$1.41M0.0%+37.5%0.165%
11/13/2023 LPL Financial LLC157,968$6.55M0.0%-8.1%0.771%
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11/13/2023 Retirement Capital Strategies123,255$5.11M2.4%-28.8%0.601%
11/13/2023 Financial Engines Advisors L.L.C.77,651$3.22M0.0%+8.2%0.379%
11/13/2023 US Financial Advisors LLC28,170$1.17M0.5%+7.8%0.137%
11/9/2023 One Capital Management LLC60,222$2.50M0.1%+5.6%0.294%
11/8/2023 Aptus Capital Advisors LLC1,024$42K0.0%+746.3%0.005%
11/8/2023 HighTower Advisors LLC19,465$807K0.0%+4.1%0.095%
11/8/2023 Baltimore Washington Financial Advisors Inc.351,685$14.59M1.0%+3.4%1.716%
11/8/2023 Fort Point Capital Partners LLC12,204$506K0.1%+4.8%0.060%
11/8/2023 Journey Strategic Wealth LLC9,347$388K0.0%+4.8%0.046%
11/8/2023 New York Life Investment Management LLC33,840$1.40M0.0%-10.8%0.165%
(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, 83 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), Baltimore Washington Financial Advisors Inc. ($20.19M), Koss Olinger Consulting LLC ($19.79M), Private Advisor Group LLC ($13.12M), Laurel Wealth Planning LLC ($12.00M), Principal Financial Group Inc. ($10.00M), 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 74 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), Koss Olinger Consulting LLC ($459.79K), Baltimore Washington Financial Advisors Inc. ($239.87K), Private Advisor Group LLC ($236.67K), Laurel Wealth Planning LLC ($228.11K), Principal Financial Group Inc. ($219.51K), and LPL Financial LLC ($135.67K).

How much institutional buying is happening at SPDR S&P 500 ESG ETF?

Institutional investors have bought a total of 3,108,393 shares in the last 24 months. This purchase volume represents approximately $141.85M in transactions.

Which SPDR S&P 500 ESG ETF major shareholders have been selling company stock?

Of the 34 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), Principal Financial Group Inc. ($53.62K), Retirement Capital Strategies ($49.98K), Gradient Investments LLC ($39.02K), Sage Advisory Services Ltd.Co. ($26.59K), 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 683,598 shares in the last 24 months. This volume of shares sold represents approximately $29.21M in transactions.


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This page (NYSEARCA:EFIV) was last updated on 11/21/2024 by MarketBeat.com Staff
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