As of 30 Sep 2025, 115 institutional investors reported holding 5,115,893 shares of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 679,495 | $44,950,231 | -$21,911 | $66.15 | 17 |
| 2025 Q3 | 5,115,893 | $324,080,662 | -$45,066,096 | $63.59 | 115 |
| 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 | $53.50 | 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 | $53.10 | 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 | $46.20 | 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 |