SS SPDR S&P 500 ESG ETFEFIVETF
13F holders, Q1 2024 (March 31)91holders
$50.60avg. 13F price*
At the end of Q1 2024, 91 institutions reported holding SS SPDR S&P 500 ESG ETF (EFIV) in their 13F filings. The largest holders were Bank of Italy ($39.0M), Integrated Wealth Concepts LLC ($23.6M) and Baltimore-Washington Financial Advisors, Inc. ($18.9M).
- Company
- SS SPDR S&P 500 ESG ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78468R531
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $11.9M |
| Exits | 6 | $15.7M |
Ownership 91 holders
| Bank of Italy | 1.08% | No change | 771,136 | $39.0M |
| Integrated Wealth Concepts LLC | 0.34% | Add +2.5% | 465,799 | $23.6M |
| Baltimore-Washington Financial Advisors, Inc. | 1.20% | Add +1.8% | 373,844 | $18.9M |
| Laurel Wealth Planning LLC | 7.61% | Reduce -0.8% | 226,283 | $11.5M |
| LPL Financial LLC | 0.01% | Add +41.3% | 212,064 | $10.7M |
| Principal Financial Group Inc. | 0.01% | No change | 204,062 | $10.3M |
| Olde Wealth Management, LLC | 3.94% | New | 165,815 | $8.3M |
| Retirement Capital Strategies | 2.91% | Reduce -80.2% | 140,697 | $7.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +12.2% | 98,190 | $5.0M |
| Blue Edge Capital, LLC | 0.77% | Add +18.6% | 91,343 | $4.6M |
| Gradient Investments LLC | 0.08% | Add +2.3% | 69,874 | $3.5M |
| One Capital Management, LLC | 0.10% | Reduce -1.7% | 55,510 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Add +67.0% | 53,386 | $2.7M |
| Fsa Wealth Partners, Inc. | 0.64% | Add +0.0% | 50,922 | $2.6M |
| Seeds Investor LLC | 2.14% | Add +8.9% | 45,790 | $2.3M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -18.1% | 43,666 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +30.0% | 39,868 | $2.0M |
| Armbruster Capital Management, Inc. | 0.42% | Add +9.5% | 39,380 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.4% | 36,776 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +70.8% | 34,632 | $1.8M |
| US Financial Advisors, LLC | 0.55% | Add +2.5% | 31,308 | $1.6M |
| Bank of America Corp. | 0.00% | Add +8.4% | 31,287 | $1.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -7.2% | 27,744 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +10.8% | 27,016 | $1.4M |
| Mariner, LLC | 0.00% | Add +7.8% | 25,983 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +9.0% | 25,883 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +19.4% | 20,689 | $1.0M |
| Focus Financial Network, Inc. | 0.05% | — | 21,282 | $1.0M |
| Retirement Income Solutions, Inc. | 0.22% | Reduce -5.0% | 19,347 | $980K |
| Capital Analysts, LLC | 0.04% | New | 18,408 | $932K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.1% | 18,388 | $931K |
| Cetera Investment Advisers | 0.00% | Add +25.7% | 17,398 | $881K |
| Veracity Capital LLC | 0.31% | Add +0.1% | 15,975 | $809K |
| Sax Wealth Advisors, LLC | 0.09% | New | 15,750 | $798K |
| Raymond James & Associates | 0.00% | Reduce -0.7% | 14,623 | $741K |
| Wells Fargo & Company | 0.00% | Reduce -8.5% | 14,265 | $722K |
| Corient Private Wealth LP | 0.00% | Reduce -72.8% | 13,787 | $698K |
| Prudential Financial Inc. | 0.00% | No change | 13,500 | $684K |
| Creative Planning | 0.00% | Reduce -56.2% | 12,464 | $631K |
| Zurich Insurance Group Ltd | 0.01% | No change | 12,516 | $628K |
| Fort Point Capital Partners LLC | 0.08% | Add +1.3% | 12,256 | $621K |
| R. W. Roge & Company, Inc. | 0.37% | Add +20.4% | 12,094 | $613K |
| Warren Street Wealth Advisors, LLC | 0.30% | Add +0.3% | 11,922 | $604K |
| SOA Wealth Advisors, LLC. | 0.11% | Add +82.5% | 10,040 | $508K |
| OmniStar Financial Group, Inc. | 0.46% | Reduce -13.8% | 9,960 | $504K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +47.7% | 9,924 | $503K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.1% | 9,535 | $483K |
| Sage Advisory Services, Ltd.Co. | 0.13% | Add +0.1% | 9,048 | $458K |
| Goldman Sachs Group Inc. | 0.00% | Add +22.5% | 8,810 | $446K |
| Single Point Partners, LLC | 0.10% | Add +0.1% | 8,785 | $445K |
| Denver Wealth Management, Inc. | 0.21% | Add +35.9% | 8,249 | $418K |
| CreativeOne Wealth, LLC | 0.02% | New | 8,208 | $416K |
| Operose Advisors LLC | 0.14% | Add +0.3% | 8,214 | $416K |
| WNY Asset Management, LLC | 0.06% | No change | 8,136 | $412K |
| Commonwealth Equity Services, LLC | 0.00% | Add +35.5% | 7,807 | $395K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,555 | $383K |
| KWB Wealth | 0.05% | Reduce -0.3% | 6,736 | $341K |
| Raymond James Trust N.A. | 0.01% | No change | 6,653 | $337K |
| Marshall Financial Group, LLC | 0.10% | Add +7.0% | 6,557 | $332K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -34.0% | 6,031 | $305K |
| Per Stirling Capital Management, LLC. | 0.05% | New | 5,743 | $291K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -38.3% | 5,538 | $280K |
| Two Sigma Investments, LP | 0.00% | Reduce -62.3% | 4,900 | $248K |
| Brave Asset Management Inc. | 0.06% | No change | 4,865 | $246K |
| Cwm, LLC | 0.00% | Reduce -52.2% | 4,762 | $241K |
| Zhang Financial LLC | 0.02% | New | 4,544 | $230K |
| USAdvisors Wealth Management, LLC | 0.08% | New | 4,327 | $219K |
| Good Life Advisors, LLC | 0.02% | New | 4,147 | $210K |
| Chicago Capital, LLC | 0.01% | New | 4,090 | $207K |
| Zacks Investment Management | 0.00% | New | 4,063 | $206K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.1% | 3,898 | $197K |
| Wells Financial Advisors INC | 0.12% | Add +33.9% | 3,398 | $172K |
| Allworth Financial LP | 0.00% | Add +0.3% | 3,191 | $162K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +25.4% | 3,148 | $159K |
| Morgan Stanley | 0.00% | Add +0.0% | 2,963 | $150K |
| Hills Bank & Trust Co | 0.01% | Reduce -5.1% | 2,245 | $114K |
| Royal Bank of Canada | 0.00% | Add +185.6% | 1,711 | $87K |
| NorthRock Partners, LLC | 0.00% | Reduce -49.4% | 1,042 | $53K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 1,041 | $53K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,041 | $53K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 617 | $31K |
| Harbour Investments, Inc. | 0.00% | New | 495 | $25K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 254 | $13K |
| Geneos Wealth Management Inc. | 0.00% | Add +26.4% | 225 | $11K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 215 | $11K |
| IFP Advisors, Inc | 0.00% | New | 119 | $6K |
| Horizon Financial Services, LLC | 0.00% | New | 113 | $6K |
| Tidemark, LLC | 0.00% | No change | 109 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 45 | $2K |
| First Horizon Advisors, Inc. | 0.00% | New | 1 | $69 |
| JPMorgan Chase & Co. | 0.00% | New | 367 | $19 |
"% of holder's portfolio" is EFIV's weight in each manager's 13F, not the share of SS SPDR S&P 500 ESG ETF the manager owns.