SS SPDR S&P 500 ESG ETF EFIV
$72.34
-0.3% 52w: $55.59 – $73.31
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data55.5964.4573.31
Jun 20, 2025 Jul 2, 2026
Institutional holders
131
+10 QoQ
13F value
$358.5M
+3.1% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EFIV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Bank of Italy ★3 | Fundamental concentrated | 771.1K | $48.6M | 2.2% | Held |
| Olde Wealth Management, LLC | Wealth advisor | 518.6K | $32.7M | 10.4% | +6.3% |
| Koss-Olinger Consulting, LLC | Wealth advisor | 412.4K | $26.0M | 2.2% | +0.9% |
| Baltimore-Washington Financial Advisors, Inc. | Wealth advisor | 402.5K | $25.4M | 1.1% | +2.1% |
| LPL Financial LLC | Bank broker | 322.2K | $20.3M | 0.0% | -1.8% |
| TOMPKINS FINANCIAL CORP | Other | 301.4K | $19.0M | 1.5% | +4.6% |
| Allworth Financial LP | Wealth advisor | 219.5K | $13.8M | 0.1% | +6638.4% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 186.0K | $11.7M | 0.0% | +20.8% |
| SOA Wealth Advisors, LLC. | Wealth advisor | 169.0K | $10.7M | 2.0% | -16.0% |
| Laurel Wealth Planning LLC | Wealth advisor | 158.1K | $10.0M | 5.3% | -1.3% |
| RETIREMENT CAPITAL STRATEGIES | Wealth advisor | 157.1K | $9.9M | 3.7% | -1.1% |
| Private Advisor Group, LLC | Wealth advisor | 123.8K | $7.8M | 0.0% | -18.5% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 98.2K | $6.2M | 0.0% | +3.9% |
| Blue Edge Capital, LLC | Wealth advisor | 96.4K | $6.1M | 0.8% | -4.8% |
| Integrated Wealth Concepts LLC | Wealth advisor | 90.1K | $5.7M | 0.0% | +7.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 63.6K | $4.0M | 0.0% | +11.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 57.6K | $3.6M | 0.0% | +51.3% |
| Equitable Holdings, Inc. | Wealth advisor | 54.8K | $3.6M | 0.0% | -0.1% |
| Gradient Investments LLC | Wealth advisor | 56.0K | $3.5M | 0.1% | -1.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 53.2K | $3.4M | 0.0% | +8.1% |
| BIRCHBROOK, INC. | Wealth advisor | 48.0K | $3.0M | 1.5% | +67.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 46.4K | $2.9M | 0.0% | -2.7% |
| HighTower Advisors, LLC | Diversified mechanical | 45.2K | $2.8M | 0.0% | +32.8% |
| Affiance Financial, LLC | Wealth advisor | 44.6K | $2.8M | 0.5% | New |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 39.6K | $2.4M | 0.0% | +84.2% |
| MainStreet Investment Advisors LLC | Other | 37.5K | $2.4M | 0.4% | New |
| MassMutual Private Wealth & Trust, FSB | Diversified mechanical | 37.5K | $2.4M | 0.1% | New |
| Armbruster Capital Management, Inc. | Wealth advisor | 35.6K | $2.2M | 0.4% | +12.0% |
| Larson Financial Group LLC | Wealth advisor | 35.0K | $2.2M | 0.1% | +6.4% |
| SEEDS INVESTOR LLC | Wealth advisor | 31.4K | $2.1M | 0.3% | +0.9% |
| ROGCO, LP | Wealth advisor | 31.8K | $2.0M | 0.7% | New |
| Perennial Investment Advisors, LLC | Wealth advisor | 30.8K | $1.9M | 0.2% | +37.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 30.1K | $1.9M | 0.0% | +2.1% |
| Richard P Slaughter Associates Inc | Wealth advisor | 28.4K | $1.8M | 0.4% | +12.7% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 27.7K | $1.7M | 0.0% | New |
| Gilbert Capital Group, Inc. | Wealth advisor | 27.5K | $1.7M | 1.3% | -6.0% |
| Savvy Advisors, Inc. | Wealth advisor | 25.5K | $1.6M | 0.0% | +1.2% |
| Creative Planning | Wealth advisor | 25.5K | $1.6M | 0.0% | +1.3% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 25.1K | $1.6M | 0.0% | +3.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 24.3K | $1.5M | 0.0% | +34.1% |
| Napier Financial, LLC | Wealth advisor | 23.3K | $1.5M | 0.3% | -6.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 22.7K | $1.4M | 0.0% | +95.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 21.4K | $1.3M | 0.0% | +8.3% |
| R. W. Roge & Company, Inc. | Wealth advisor | 21.1K | $1.3M | 0.6% | +1.9% |
| Capital Analysts, LLC | Wealth advisor | 20.8K | $1.3M | 0.0% | +7.4% |
| JPMORGAN CHASE & CO | Bank broker | 21.2K | $1.3M | 0.0% | +171.7% |
| Crestwood Advisors Group, LLC | Other | 20.2K | $1.3M | 0.0% | +46.1% |
| Farther Finance Advisors, LLC | Wealth advisor | 19.9K | $1.3M | 0.0% | -5.8% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 20.0K | $1.3M | 0.0% | +20.3% |
| Cetera Investment Advisers | Wealth advisor | 18.0K | $1.1M | 0.0% | -8.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.