SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV)

Historical Holders from Q3 2020 to Q3 2025

Symbol
EFIV
Type / Class
Equity / S&P 500 ESG ETF
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
5,112,016
Holdings value
$323,834,124
% of all portfolios
0.004%
Number of holders
114
Number of buys
59
Number of sells
-44
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 5,112,016 $323,834,124 -$45,312,634 $63.59 114
2025 Q2 5,661,562 $331,471,963 -$88,702,360 $58.55 113
2025 Q1 7,431,686 $397,495,045 -$44,986,294 $53.5 112
2024 Q4 8,267,879 $466,935,259 +$47,117,347 $56.48 114
2024 Q3 7,286,495 $406,213,283 +$157,018,911 $55.76 107
2024 Q2 4,471,844 $237,507,704 +$31,722,368 $53.1 103
2024 Q1 3,866,386 $195,637,879 -$27,419,343 $50.64 90
2023 Q4 4,441,546 $205,196,499 +$36,012,641 $46.2 82
2023 Q3 3,624,497 $150,392,969 +$13,205,790 $41.49 78
2023 Q2 3,443,434 $148,252,511 +$8,955,780 $43.05 75
2023 Q1 3,224,043 $127,109,507 -$6,118,114 $39.43 62
2022 Q4 3,455,521 $126,652,516 +$12,738,071 $36.66 59
2022 Q3 3,065,334 $105,072,383 +$9,830,601 $34.04 49
2022 Q2 2,777,247 $100,618,608 +$494,216 $36.23 36
2022 Q1 2,643,587 $114,677,337 +$45,255,094 $43.42 33
2021 Q4 1,667,237 $75,514,548 +$55,281,295 $45.29 29
2021 Q3 438,746 $17,690,000 +$7,619,766 $40.34 15
2021 Q2 249,840 $10,029,000 +$4,002,870 $40.14 12
2021 Q1 152,763 $5,644,000 +$2,962,402 $36.94 9
2020 Q4 73,605 $2,565,000 +$1,812,831 $34.83 7
2020 Q3 21,592 $682,000 +$682,000 $31.59 5