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

SPDR S&P 500 ESG ETF logo
$50.19 +0.06 (+0.12%)
Closing price 04/17/2025 04:10 PM Eastern
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$50.18 -0.01 (-0.02%)
As of 04/17/2025 05:07 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
69
Total
Institutional Inflows
(last 12 months)
$521.68M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$34.21M
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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
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%
3/10/2025Mattson Financial Services LLC603$34K0.0%-24.0%0.002%
2/17/2025US Financial Advisors LLC23,690$1.34M0.4%-1.5%0.102%
2/17/2025Two Sigma Investments LP193,900$10.95M0.0%+59.5%0.832%
2/17/2025Cetera Investment Advisers20,213$1.14M0.0%+20.8%0.087%
2/17/2025Bank of America Corp DE58,340$3.30M0.0%+65.6%0.250%
2/17/2025Aptus Capital Advisors LLC4,340$245K0.0%+6.5%0.019%
2/14/2025Jane Street Group LLC17,676$998K0.0%N/A0.076%
2/14/2025Capital Analysts LLC19,962$1.13M0.0%-0.9%0.086%
2/14/2025Integrated Wealth Concepts LLC88,713$5.01M0.1%-1.2%0.381%
2/14/2025Pinebridge Investments L.P.21,264$1.20M0.0%N/A0.091%
2/13/2025CreativeOne Wealth LLC4,425$250K0.0%-46.3%0.019%
2/13/2025Mariner LLC27,100$1.53M0.0%+4.2%0.116%
2/13/2025Seeds Investor LLC64,183$3.63M1.0%+9.9%0.275%
2/13/2025Blue Edge Capital LLC100,540$5.68M0.9%+5.3%0.432%
2/13/2025Raymond James Financial Inc.32,774$1.85M0.0%N/A0.141%
2/13/2025Envestnet Asset Management Inc.10,746$607K0.0%+8.0%0.046%
2/13/2025Perennial Investment Advisors LLC10,488$592K0.1%+21.2%0.045%
2/13/2025Wells Fargo & Company MN17,342$979K0.0%-4.4%0.074%
2/12/2025Milestone Investment Advisors LLC812$46K0.0%N/A0.003%
2/12/2025Front Row Advisors LLC5,990$338K0.1%+36.8%0.026%
2/12/2025Brown Brothers Harriman & Co.8,495$480K0.0%N/A0.036%
2/12/2025JPMorgan Chase & Co.1,041$59K0.0%-100.0%0.004%
2/12/2025Financial Engines Advisors L.L.C.92,295$5.21M0.0%-3.7%0.396%
2/11/2025Sheets Smith Investment Management113,774$6.43M5.4%N/A0.488%
2/11/2025LPL Financial LLC358,456$20.25M0.0%+27.2%1.538%
2/11/2025Financial Network Wealth Management LLC216,530$12.23M4.4%+12.1%0.929%
2/11/2025Koss Olinger Consulting LLC357,455$20.19M1.8%+0.7%1.534%
2/7/2025HighTower Advisors LLC46,712$2.64M0.0%+0.8%0.200%
2/7/2025Retirement Capital Strategies212,217$11.99M4.5%-69.0%0.911%
2/7/2025Larson Financial Group LLC2,066$117K0.0%+53.2%0.009%
2/6/2025Opulen Financial Group LLC8,491$480K0.4%N/A0.036%
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2/6/2025One Capital Management LLC49,190$2.78M0.1%-10.1%0.211%
2/6/2025Raymond James Financial Inc.32,774$1.85M0.0%N/A0.141%
2/6/2025Financial Services Advisory Inc34,387$1.94M0.5%+3.3%0.148%
2/5/2025US Bancorp DE672$38K0.0%-90.7%0.003%
2/5/2025Veridan Wealth LLC7,179$408K0.2%N/A0.031%
2/5/2025Sage Advisory Services Ltd.Co.12,008$678K0.4%+55.4%0.052%
2/4/2025Bank of New York Mellon Corp49,566$2.80M0.0%+50.5%0.213%
2/4/2025Tradewinds Capital Management LLC1,315$74K0.0%+60.6%0.006%
2/3/2025Laurel Wealth Planning LLC212,603$12.01M7.7%-1.2%0.912%
2/3/2025Private Advisor Group LLC241,180$13.62M0.1%+2.5%1.035%
1/31/2025Human Investing LLC684$39K0.0%N/A0.003%
1/31/2025Sanctuary Advisors LLC4,575$264K0.0%N/A0.020%
1/31/2025Principal Financial Group Inc.225,194$12.72M0.0%+25.5%0.966%
1/29/2025R. W. Roge & Company Inc.17,567$992K0.5%+44.5%0.075%
1/29/2025McClarren Financial Advisors Inc.6,758$381K1.0%+25.2%0.029%
1/29/2025 Focus Financial Network Inc.19,703$1.11M0.0%-3.2%0.085%
1/28/2025 SOA Wealth Advisors LLC.137,470$7.76M1.4%+38.0%0.590%
1/24/2025Baltimore Washington Financial Advisors Inc.380,305$21.48M1.1%+0.0%1.632%
1/23/2025Verus Wealth Management LLC8,900$503K0.6%N/A0.038%
1/22/2025Denver Wealth Management Inc.11,391$643K0.3%+12.5%0.049%
1/22/2025 Armbruster Capital Management Inc.30,730$1.74M0.4%-3.2%0.132%
1/21/2025 Marshall Financial Group LLC6,070$343K0.1%-5.4%0.026%
1/21/2025Flagship Harbor Advisors LLC3,658$207K0.0%N/A0.016%
1/17/2025Sheets Smith Wealth Management46,484$2.63M0.3%+11.0%0.200%
1/13/2025 Horizon Wealth Management LLC3,665$207K0.0%N/A0.016%
1/10/2025 HBW Advisory Services LLC5,243$296K0.0%N/A0.023%
12/19/2024Principal Financial Group Inc.179,393$10.00M0.0%+16.6%0.770%
11/20/2024 SOA Wealth Advisors LLC.99,590$5.55M1.1%+10.1%0.427%
11/15/2024Integrated Wealth Concepts LLC89,809$5.01M0.1%+4.9%0.385%
11/15/2024HighTower Advisors LLC46,339$2.59M0.0%+15.3%0.199%
11/14/2024CreativeOne Wealth LLC8,245$460K0.0%+2.5%0.035%
11/13/2024Townsquare Capital LLC11,434$638K0.0%N/A0.049%
11/13/2024FMR LLC1,106$62K0.0%N/A0.005%
11/12/2024Larson Financial Group LLC1,349$75K0.0%N/A0.006%
11/5/2024Aptus Capital Advisors LLC4,077$227K0.0%+251.5%0.017%
11/1/2024Sheets Smith Wealth Management41,891$2.34M0.3%-13.3%0.180%
10/31/2024Principal Financial Group Inc.179,393$10.00M0.0%+16.6%0.770%
10/31/2024Financial Services Advisory Inc33,273$1.86M0.4%-35.1%0.143%
10/31/2024US Financial Advisors LLC24,050$1.34M0.4%-16.9%0.103%
10/30/2024White Lighthouse Investment Management Inc.5,218$291K0.1%N/A0.022%
10/28/2024Laurel Wealth Planning LLC215,191$12.00M7.8%-3.2%0.924%
10/22/2024Private Advisor Group LLC235,365$13.12M0.1%+351.9%1.010%
10/21/2024Koss 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%
10/18/2024 Warren 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%
10/8/2024CWM LLC6,366$355K0.0%+20.2%0.027%
9/30/2024Mattson Financial Services LLC793$42K0.0%N/A0.003%
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8/30/2024Brown Financial Advisors2,912$155K0.1%N/A0.012%
8/16/2024Northwestern Mutual Wealth Management Co.19,332$1.03M0.0%+5.1%0.083%
8/16/2024Front Row Advisors LLC3,430$182K0.1%N/A0.015%
8/16/2024Creative Planning8,382$445K0.0%-32.8%0.036%
8/13/2024Benjamin F. Edwards & Company Inc.1,197$64K0.0%+371.3%0.005%
8/10/2024Perennial Investment Advisors LLC5,198$276K0.0%N/A0.022%
8/7/2024Blue Edge Capital LLC96,561$5.13M0.8%+5.7%0.414%
8/6/2024Sage Advisory Services Ltd.Co.7,727$410K0.1%-14.6%0.033%
8/6/2024Koss Olinger Consulting LLC351,995$18.69M1.7%N/A1.511%
8/6/2024Chicago Capital LLC8,067$428K0.0%+97.2%0.035%
(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, 105 institutional investors and hedge funds held shares of SPDR S&P 500 ESG ETF. The most heavily invested institutionals were Baltimore Washington Financial Advisors Inc. ($21.48M), LPL Financial LLC ($20.25M), Koss Olinger Consulting LLC ($20.19M), Private Advisor Group LLC ($13.62M), Principal Financial Group Inc. ($12.72M), Tompkins Financial Corp ($12.39M), and Financial Network Wealth Management LLC ($12.23M).Learn more on EFIV's institutional investors.

Which institutional investors have been buying SPDR S&P 500 ESG ETF stock?

Of the 96 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: JPMorgan Chase & Co. ($7.44M), Retirement Capital Strategies ($587.26K), Koss Olinger Consulting LLC ($462.37K), Principal Financial Group Inc. ($290.84K), Private Advisor Group LLC ($242.48K), Laurel Wealth Planning LLC ($228.11K), and Tompkins Financial Corp ($224.39K).

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

Institutional investors have bought a total of 11,195,057 shares in the last 24 months. This purchase volume represents approximately $604.87M in transactions.

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

Of the 40 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: Retirement Capital Strategies ($523.01K), LPL Financial LLC ($303.82K), Principal Financial Group Inc. ($50.19K), OmniStar Financial Group Inc. ($23.91K), Raymond James & Associates ($19.59K), Financial Services Advisory Inc ($17.98K), and Laurel Wealth Planning LLC ($15.51K).

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

Institutional investors have sold a total of 1,071,892 shares in the last 24 months. This volume of shares sold represents approximately $53.23M in transactions.


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This page (NYSEARCA:EFIV) was last updated on 4/18/2025 by MarketBeat.com Staff
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