Security Snapshot

SPDR SERIES TRUST - STATE STREET SPD (EFIV) Institutional Ownership

CUSIP: 78468R531

13F Institutional Holders and Ownership History from Q3 2020 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

121

Shares (Excl. Options)

5,257,955

Price

$66.15

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Type / Class
Equity / STATE STREET SPD
Symbol
EFIV
Price per share
$63.08
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
5,257,955
Total reported value
$347,813,764
% of total 13F portfolios
0%
Share change
-381,266
Value change
-$23,727,851
Number of holders
121
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • EFIV - SPDR SERIES TRUST - STATE STREET SPD is tracked under CUSIP 78468R531.
  • 121 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 121 to 27 between Q4 2025 and Q1 2026.
  • Reported value moved from $347,813,764 to $45,960,721.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 121 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 78468R531?
CUSIP 78468R531 identifies EFIV - SPDR SERIES TRUST - STATE STREET SPD in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 121 institutional investors reported holding 5,257,955 shares of SPDR SERIES TRUST - STATE STREET SPD (EFIV).

Institutional Holders of SPDR SERIES TRUST - STATE STREET SPD (EFIV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 727,916 $45,960,721 +$9,003,850 $63.08 27
2025 Q4 5,257,955 $347,813,764 -$23,727,851 $66.15 121
2025 Q3 5,613,365 $355,710,283 -$17,950,430 $63.59 116
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