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

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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)
48
Total
Institutional Inflows
(last 12 months)
$79.03M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$10.17M
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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
5/24/2024 Cetera 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%
5/14/2024 Sax 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%
1/24/2024 Stratos 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%
1/17/2024 OmniStar Financial Group Inc.11,555$534K0.7%-4.0%0.056%
1/16/2024 Raymond James Financial Services Advisors Inc.6,720$310K0.0%N/A0.033%
1/16/2024 Raymond 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%
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11/13/2023 LPL Financial LLC157,968$6.55M0.0%-8.1%0.771%
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%
11/7/2023 Kingsview Wealth Management LLC11,046$458K0.0%-13.9%0.054%
11/7/2023 Atria Investments Inc55,408$2.30M0.0%+18.4%0.270%
11/3/2023 Private Advisor Group LLC30,524$1.27M0.0%+15.3%0.149%
11/2/2023 Sage Advisory Services Ltd.Co.20,684$858K0.2%-4.3%0.101%
11/2/2023 Principal Financial Group Inc.183,449$7.61M0.0%+73.4%0.895%
11/1/2023 Retirement Income Solutions Inc17,802$739K0.2%+4.9%0.087%
11/1/2023 Orion Portfolio Solutions LLC8,448$351K0.0%N/A0.041%
10/31/2023 Allworth Financial LP3,170$132K0.0%+13.5%0.015%
10/27/2023 Gradient Investments LLC69,817$2.90M0.1%-1.6%0.341%
10/24/2023 Bank of New York Mellon Corp95,473$3.96M0.0%N/A0.466%
10/24/2023 Stratos Wealth Partners LTD.24,336$1.01M0.0%+4.2%0.119%
10/24/2023 Raymond James & Associates33,482$1.39M0.0%-2.4%0.163%
10/17/2023 Flagship Harbor Advisors LLC36,661$1.52M0.1%-22.5%0.179%
10/13/2023 Brave Asset Management Inc.4,865$202K0.1%-4.9%0.024%
10/11/2023 CWM LLC10,680$443K0.0%+483.9%0.052%
10/11/2023 Koss Olinger Consulting LLC231,762$9.62M1.4%+82.7%1.131%
9/7/2023 ST Germain D J Co. Inc.7,555$325K0.0%N/A0.037%
8/21/2023 Blue Edge Capital LLC60,431$2.60M0.5%-2.8%0.295%
8/14/2023 Fort Point Capital Partners LLC11,644$501K0.1%+3.7%0.057%
8/14/2023 Zurich Insurance Group Ltd FI16,760$734K0.0%-7.6%0.082%
8/11/2023 Pinebridge Investments L.P.66,662$2.87M0.0%N/A0.325%
8/11/2023 Financial Engines Advisors L.L.C.71,752$3.09M0.0%+15.1%0.350%
8/10/2023 Private Advisor Group LLC26,466$1.14M0.0%+27.8%0.129%
8/10/2023 US Financial Advisors LLC26,143$1.13M0.5%-11.5%0.128%
8/10/2023 Cetera Investment Advisers18,229$785K0.0%+3.4%0.089%
8/9/2023 Baltimore Washington Financial Advisors Inc.340,159$14.64M1.2%+89.9%1.659%
8/7/2023 Principal Financial Group Inc.105,793$4.55M0.0%+27.3%0.486%
8/7/2023 Wells Financial Advisors INC2,538$109K0.1%N/A0.012%
8/7/2023 New York Life Investment Management LLC37,949$1.63M0.0%N/A0.174%
8/4/2023 Atria Investments Inc46,795$2.02M0.0%N/A0.215%
8/3/2023 CWM LLC1,829$79K0.0%N/A0.008%
8/3/2023 Armbruster Capital Management Inc.35,775$1.54M0.4%+3.2%0.164%
8/2/2023 Sage Advisory Services Ltd.Co.21,609$930K0.3%-1.8%0.099%
8/1/2023 Merit Financial Group LLC4,889$210K0.0%N/A0.022%
7/31/2023 LPL Financial LLC171,963$7.40M0.0%-27.5%0.790%
7/28/2023 Retirement Income Solutions Inc16,966$730K0.2%+17.2%0.078%
7/25/2023 Raymond James & Associates34,309$1.48M0.0%+2.2%0.158%
7/24/2023BerganKDV Wealth Management LLC33,174$1.43M0.1%+69.2%0.152%
7/24/2023 KWB Wealth8,143$351K0.1%-2.9%0.037%
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7/24/2023 OmniStar Financial Group Inc.12,036$518K0.6%-66.1%0.055%
7/20/2023 Veracity Capital LLC15,950$687K0.3%+2.7%0.073%
7/18/2023 Stratos Wealth Partners LTD.23,359$1.01M0.0%+11.1%0.107%
7/17/2023 Marshall Financial Group LLC7,621$328K0.1%+24.5%0.035%
7/14/2023 R. W. Roge & Company Inc.10,294$443K0.3%-4.6%0.047%
7/11/2023 Flagship Harbor Advisors LLC47,310$2.04M0.2%-2.0%0.217%
7/11/2023 Gradient Investments LLC70,968$3.06M0.1%-8.4%0.326%
5/12/2023 Journey Strategic Wealth LLC8,777$346K0.0%+20.5%0.047%
5/11/2023 Envestnet Asset Management Inc.16,061$633K0.0%+3.5%0.087%
5/10/2023 Private Advisor Group LLC20,709$817K0.0%N/A0.112%
(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, 69 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 ($11.46M), 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 67 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 ($108.90K), 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 2,863,424 shares in the last 24 months. This purchase volume represents approximately $119.12M in transactions.

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

Of the 28 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 650,667 shares in the last 24 months. This volume of shares sold represents approximately $26.09M in transactions.


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This page (NYSEARCA:EFIV) was last updated on 6/2/2024 by MarketBeat.com Staff

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