Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Total 13F shares
-
679,495
-
Share change
-
-345
-
Total reported value
-
$44,950,231
-
Price per share
-
$66.15
-
Number of holders
-
17
-
Value change
-
-$21,911
-
Number of buys
-
5
-
Number of sells
-
8
Institutional Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q4 2025
As of 31 Dec 2025,
SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
679,495 shares.
The largest 10 holders included
TOMPKINS FINANCIAL CORP, SOA Wealth Advisors, LLC., Gradient Investments LLC, Savvy Advisors, Inc., Richard P Slaughter Associates Inc, Stratos Wealth Partners, LTD., Coastline Trust Co, SAX WEALTH ADVISORS, LLC, VERUS WEALTH MANAGEMENT, LLC, and BRAVE ASSET MANAGEMENT INC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q4 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.