Who Owns State Street SPDR S&P 500 ESG ETF (EFIV)?Hedge Fund & Institutional Holders

$64.23-0.41 (-0.63%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.101132259270452e+199T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$47.24$52.41$57.57$62.74$67.90Sep 24Jun 25Mar 26

EFIV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bank of ItalyNew Position+771K+$51.0M
Koss-Olinger Consulting, LLCNew Position+409K+$27.0M
SOA Wealth Advisors, LLC.New Position+201K+$13.3M
Laurel Wealth Planning LLCNew Position+160K+$10.6M
PRINCIPAL FINANCIAL GROUP INCNew Position+154K+$10.2M
GAM Holding AGNew Position+151K+$10.0M
Armbruster Capital Management, Inc.New Position+32K+$2.1M
Bank of New York Mellon CorpNew Position+49K+$2.0M
BIRCHBROOK, INC.New Position+29K+$1.9M
Savvy Advisors, Inc.New Position+25K+$1.7M
Napier Financial, LLCNew Position+25K+$1.6M
R. W. Roge & Company, Inc.New Position+21K+$1.4M
Olde Wealth Management, LLCIncreased+13K+$1.2M
J.Safra Asset Management CorpNew Position+17K+$1.1M
Gerber Kawasaki Wealth & Investment ManagementNew Position+17K+$1.1M

EFIV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
TOMPKINS FINANCIAL CORPDecreased-2K-$18.4B
RETIREMENT CAPITAL STRATEGIESDecreased-9K-$10.7B
Integrated Wealth Concepts LLCDecreased-9K-$5.9B
Equitable Holdings, Inc.Decreased-3K-$3.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-54K-$3.4B
TWO SIGMA INVESTMENTS, LPClosed Position-47K-$3.0B
GOLDMAN SACHS GROUP INCDecreased-30K-$2.6B
BANK OF AMERICA CORP /DE/Decreased-79-$2.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-22K-$2.4B
HighTower Advisors, LLCDecreased-257-$2.2B
Gilbert Capital Group, Inc.Decreased-2K-$2.0B
MORGAN STANLEYDecreased-23K-$1.7B
Richard P Slaughter Associates IncDecreased-677-$1.6B
CITADEL ADVISORS LLCClosed Position-26K-$1.6B
Farther Finance Advisors, LLCDecreased-371-$1.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bank of Italy771,136$51.0M2.22%Share
2Olde Wealth Management, LLC487,666$32.3M9.92%Share
3Koss-Olinger Consulting, LLC408,847$27.0M2.10%Share
4Baltimore-Washington Financial Advisors, Inc.394,279$26.0M1.08%Share
5LPL Financial LLC328,045$21.0M0.01%Share
6TOMPKINS FINANCIAL CORP288,111$19.1M1.48%Share
7SOA Wealth Advisors, LLC.201,104$13.3M2.25%Share
8Laurel Wealth Planning LLC160,066$10.6M5.87%Share
9RETIREMENT CAPITAL STRATEGIES158,859$10.5M3.90%Share
10PRINCIPAL FINANCIAL GROUP INC153,977$10.2M0.01%Share
11Private Advisor Group, LLC151,788$10.0M0.05%Share
12GAM Holding AG151,430$10.0M0.64%Share
13Blue Edge Capital, LLC101,227$6.7M0.90%Share
14Financial Engines Advisors L.L.C.94,474$6.2M0.01%Share
15Integrated Wealth Concepts LLC83,755$5.0M0.06%Share
16Gradient Investments LLC56,992$3.8M0.06%Share
17Equitable Holdings, Inc.54,890$3.0M0.02%Share
18Armbruster Capital Management, Inc.31,812$2.1M0.35%Share
19SEEDS INVESTOR LLC31,093$2.1M0.39%Share
20Larson Financial Group LLC32,920$2.0M0.07%Share
21HighTower Advisors, LLC34,029$2.0M0.00%Share
22Bank of New York Mellon Corp44,729$2.0M0.00%Share
23Gilbert Capital Group, Inc.29,246$1.9M1.45%Share
24BIRCHBROOK, INC.28,619$1.9M0.94%Share
25Savvy Advisors, Inc.25,230$1.7M0.05%Share
26Richard P Slaughter Associates Inc25,166$1.7M0.35%Share
27Napier Financial, LLC24,905$1.6M0.41%Share
28Stratos Wealth Partners, LTD.24,330$1.6M0.02%Share
29Perennial Investment Advisors, LLC22,445$1.5M0.12%Share
30Farther Finance Advisors, LLC21,152$1.4M0.01%Share
31R. W. Roge & Company, Inc.20,669$1.4M0.68%Share
32J.Safra Asset Management Corp16,804$1.1M0.06%Share
33Gerber Kawasaki Wealth & Investment Management16,624$1.1M0.04%Share
34Corient Private Wealth LLC15,861$1.0M0.00%Share
35One Capital Management, LLC15,387$1.0M0.03%Share
36RETIREMENT INCOME SOLUTIONS, INC15,284$1.0M0.17%Share
37Coastline Trust Co15,229$1.0M0.09%Share
38ROYAL BANK OF CANADA15,130$1.0M0.00%Share
39ENVESTNET ASSET MANAGEMENT INC18,082$1.0M0.00%Share
40MEITAV INVESTMENT HOUSE LTD21,490$1.0M0.01%Share
41BANK OF AMERICA CORP /DE/28,660$1.0M0.00%Share
42HUNTINGTON NATIONAL BANK23,851$1.0M0.01%Share
43Creative Planning25,190$1.0M0.00%Share
44OSAIC HOLDINGS, INC.19,614$1.0M0.00%Share
45WELLS FARGO & COMPANY/MN24,420$1.0M0.00%Share
46RAYMOND JAMES FINANCIAL INC28,483$1.0M0.00%Share
47Cetera Investment Advisers19,583$1.0M0.00%Share
48Capital Analysts, LLC14,897$985K0.03%Share
49Crestwood Advisors Group, LLC13,840$915K0.02%Share
50Veracity Capital LLC12,348$816K0.24%Share

EFIV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025122$325.4M+47
Q3 202575$163.7B-29
Q2 2025104$201.2B-5
Q1 2025109$217.9B+6
Q4 2024103$30.9T+24
Q3 202479$79.7T+2
Q2 202477$72.6T+15
Q1 202462$47.2T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold EFIV (State Street SPDR S&P 500 ESG ETF). The largest holder is Bank of Italy with $51.0M in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own EFIV?

As of Q4 2025, 50 institutional investors report holding EFIV (State Street SPDR S&P 500 ESG ETF) in their 13F filings.

Who is the largest institutional holder of EFIV?

The largest institutional holder of EFIV is Bank of Italy with $51.0M in shares.

Is institutional ownership of EFIV increasing or decreasing?

This quarter, 14 institutions opened new positions in EFIV and 2 closed their positions.