Who Owns EFIV?
State Street SPDR S&P 500 ESG ETF — Institutional Ownership & 13F Holdings
$68.95
-0.17 (-0.25%)
Market Cap
$1.0B
Shares Outstanding
13,400,442
Institutional Holders
109
Total Inst. Value
$249.8M
% of Float Held
—
QoQ Holder Change
+47
Institutional data as of Q1 2025
New Positions
23
Closed Positions
17
Increased
40
Decreased
27
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Bank of ItalyNew | $41.3M | 771,136 |
| 2 | Koss-Olinger Consulting, LLC | $25.0M | 466,805 |
| 3 | Baltimore-Washington Financial Advisors, Inc. | $20.3M | 378,593 |
| 4 | Olde Wealth Management, LLC | $13.1M | 244,837 |
| 5 | TOMPKINS FINANCIAL CORP | $12.4M | 231,534 |
| 6 | PRINCIPAL FINANCIAL GROUP INC | $12.0M | 225,211 |
| 7 | RETIREMENT CAPITAL STRATEGIES | $11.1M | 208,033 |
| 8 | Laurel Wealth Planning LLCNew | $10.6M | 197,527 |
| 9 | SOA Wealth Advisors, LLC. | $8.3M | 155,439 |
| 10 | Private Advisor Group, LLC | $8.0M | 150,232 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Bank of ItalyNew | +771K | $41.3M |
| Koss-Olinger Consulting, LLC | +109K | $25.0M |
| Olde Wealth Management, LLC | +28K | $13.1M |
| TOMPKINS FINANCIAL CORP | +224K | $12.4M |
| PRINCIPAL FINANCIAL GROUP INC | +17 | $12.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -139K | $3K |
| Private Advisor Group, LLC | -91K | $8.0M |
| Mariner, LLC | -20K | $382K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -19K | $1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -14K | $279K |
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Frequently Asked Questions
How many institutional investors hold EFIV?
As of Q1 2025, 109 institutional investors report holding EFIV (State Street SPDR S&P 500 ESG ETF) in their 13F filings.
Which hedge fund owns the most EFIV?
The largest institutional holder of EFIV is Bank of Italy with $41.3M in shares.
Are institutions buying or selling EFIV?
This quarter, 23 institutions opened new positions in EFIV and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.