Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Total 13F shares
-
5,115,893
-
Share change
-
-789,820
-
Total reported value
-
$324,080,662
-
Price per share
-
$63.59
-
Number of holders
-
115
-
Value change
-
-$45,066,096
-
Number of buys
-
60
-
Number of sells
-
44
Institutional Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q3 2025
As of 30 Sep 2025,
SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) was held by
115 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,115,893 shares.
The largest 10 holders included
Bank of Italy, Olde Wealth Management, LLC, Koss-Olinger Consulting, LLC, Baltimore-Washington Financial Advisors, Inc., LPL Financial LLC, TOMPKINS FINANCIAL CORP, SOA Wealth Advisors, LLC., Laurel Wealth Planning LLC, RETIREMENT CAPITAL STRATEGIES, and PRINCIPAL FINANCIAL GROUP INC.
This page lists
115
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.