SS SPDR S&P 500 ESG ETFEFIVETF
13F holders, Q2 2024 (June 30)104holders +13
16new positions
6sold out
1famous investor
$53.11avg. 13F price*
At the end of Q2 2024, 104 institutions reported holding SS SPDR S&P 500 ESG ETF (EFIV) in their 13F filings, up 13 from Q1 2024. 16 opened new positions and 6 sold out. The largest holders were Bank of Italy ($40.9M), Retirement Capital Strategies ($37.1M) and Baltimore-Washington Financial Advisors, Inc. ($20.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P 500 ESG ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78468R531
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $24.8M |
| Exits | 6 | $1.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,166,362 shares bought and 572,650 shares sold, net +593,712 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Bank of Italy | 1.55% | No change | 771,136 | $40.9M |
| Retirement Capital Strategies | 14.86% | Add +396.1% | 697,951 | $37.1M |
| Baltimore-Washington Financial Advisors, Inc. | 1.19% | Add +1.7% | 380,256 | $20.2M |
| Koss-Olinger Consulting, LLC | 1.73% | New | 351,995 | $18.7M |
| Laurel Wealth Planning LLC | 8.21% | Reduce -1.8% | 222,197 | $11.8M |
| LPL Financial LLC | 0.01% | Add +0.7% | 213,486 | $11.3M |
| Olde Wealth Management, LLC | 3.58% | Add +6.9% | 177,184 | $9.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -24.6% | 153,869 | $8.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.5% | 100,685 | $5.3M |
| Blue Edge Capital, LLC | 0.85% | Add +5.7% | 96,561 | $5.1M |
| SOA Wealth Advisors, LLC. | 0.97% | Add +801.3% | 90,489 | $4.8M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -81.6% | 85,608 | $4.5M |
| Gradient Investments LLC | 0.08% | Add +0.9% | 70,538 | $3.7M |
| Seeds Investor LLC | 1.56% | Add +25.1% | 57,282 | $3.0M |
| One Capital Management, LLC | 0.10% | Reduce -0.1% | 55,465 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.4% | 52,082 | $2.8M |
| Fsa Wealth Partners, Inc. | 0.75% | Add +0.6% | 51,250 | $2.7M |
| Sheets Smith Wealth Management | 0.31% | New | 48,307 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 40,191 | $2.1M |
| Armbruster Capital Management, Inc. | 0.43% | Add +0.1% | 39,430 | $2.1M |
| Bank of America Corp. | 0.00% | Add +12.7% | 35,257 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.9% | 34,223 | $1.8M |
| US Financial Advisors, LLC | 0.52% | Reduce -7.5% | 28,950 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 27,071 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.6% | 26,737 | $1.4M |
| Mariner, LLC | 0.00% | Add +1.0% | 26,246 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.3% | 25,803 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Reduce -4.5% | 20,324 | $1.1M |
| Capital Analysts, LLC | 0.05% | Add +9.6% | 20,177 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.1% | 19,332 | $1.0M |
| UBS Group AG | 0.00% | New | 18,974 | $1.0M |
| Raymond James & Associates | 0.00% | Add +15.2% | 16,840 | $894K |
| Wells Fargo & Company | 0.00% | Add +17.3% | 16,732 | $888K |
| Cetera Investment Advisers | 0.00% | Reduce -4.7% | 16,580 | $880K |
| Sax Wealth Advisors, LLC | 0.08% | No change | 15,750 | $836K |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.8% | 15,362 | $816K |
| Veracity Capital LLC | 0.34% | Reduce -4.2% | 15,304 | $813K |
| Corient Private Wealth LP | 0.00% | Add +0.4% | 13,847 | $735K |
| Retirement Income Solutions, Inc. | 0.17% | Reduce -29.5% | 13,636 | $724K |
| Prudential Financial Inc. | 0.00% | No change | 13,500 | $717K |
| Fort Point Capital Partners LLC | 0.08% | No change | 12,256 | $651K |
| R. W. Roge & Company, Inc. | 0.37% | Add +0.2% | 12,123 | $643K |
| Warren Street Wealth Advisors, LLC | 0.32% | No change | 11,922 | $633K |
| Citadel Advisors | 0.00% | New | 10,881 | $578K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.0% | 10,026 | $532K |
| Denver Wealth Management, Inc. | 0.27% | Add +21.5% | 10,026 | $532K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 9,587 | $509K |
| Goldman Sachs Group Inc. | 0.00% | Add +1.8% | 8,965 | $476K |
| Creative Planning | 0.00% | Reduce -32.8% | 8,382 | $445K |
| Operose Advisors LLC | 0.15% | Add +0.3% | 8,241 | $438K |
| Single Point Partners, LLC | 0.74% | Reduce -6.9% | 8,177 | $434K |
| WNY Asset Management, LLC | 0.06% | No change | 8,136 | $432K |
| Chicago Capital, LLC | 0.01% | Add +97.2% | 8,067 | $428K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -2.0% | 8,041 | $427K |
| Sage Advisory Services, Ltd.Co. | 0.12% | Reduce -14.6% | 7,727 | $410K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,555 | $401K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.6% | 7,212 | $383K |
| US Bancorp \de | 0.00% | New | 7,137 | $379K |
| Marshall Financial Group, LLC | 0.10% | No change | 6,557 | $348K |
| Veridan Wealth LLC | 0.14% | — | 5,913 | $346K |
| KWB Wealth | 0.05% | No change | 6,736 | $341K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.1% | 6,022 | $320K |
| J.Safra Asset Management Corp | 0.03% | New | 6,010 | $319K |
| Brave Asset Management Inc. | 0.07% | Add +8.9% | 5,299 | $281K |
| Cwm, LLC | 0.00% | Add +11.2% | 5,296 | $281K |
| Perennial Investment Advisors, LLC | 0.04% | New | 5,198 | $276K |
| Zhang Financial LLC | 0.02% | Add +4.4% | 4,744 | $252K |
| Zacks Investment Management | 0.00% | Add +10.3% | 4,480 | $238K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -22.3% | 4,462 | $237K |
| Raymond James Trust N.A. | 0.01% | Reduce -33.3% | 4,436 | $236K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -20.6% | 4,400 | $234K |
| First Affirmative Financial Network | 0.16% | New | 4,370 | $232K |
| Jane Street Group, LLC | 0.00% | Reduce -87.5% | 4,339 | $230K |
| Sigma Planning Corp | 0.01% | New | 4,144 | $220K |
| Good Life Advisors, LLC | 0.02% | Reduce -0.1% | 4,144 | $220K |
| Avantax Advisory Services, Inc. | 0.00% | New | 3,942 | $209K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 3,908 | $208K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -91.3% | 3,818 | $203K |
| Front Row Advisors LLC | 0.06% | New | 3,430 | $182K |
| Wells Financial Advisors INC | 0.12% | No change | 3,398 | $180K |
| Allworth Financial LP | 0.00% | Add +0.3% | 3,201 | $172K |
| Morgan Stanley | 0.00% | No change | 2,963 | $157K |
| Brown Financial Advisors | 0.07% | — | 2,912 | $155K |
| Hills Bank & Trust Co | 0.01% | Add +23.9% | 2,781 | $148K |
| Comerica Bank | 0.00% | New | 1,580 | $84K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +371.3% | 1,197 | $64K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +11.4% | 1,160 | $62K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.4% | 1,160 | $62K |
| NorthRock Partners, LLC | 0.00% | No change | 1,042 | $55K |
| Tradewinds Capital Management, LLC | 0.01% | Add +269.3% | 794 | $42K |
| Mattson Financial Services, LLC | 0.01% | — | 793 | $42K |
| Royal Bank of Canada | 0.00% | Reduce -53.8% | 791 | $42K |
| JPMorgan Chase & Co. | 0.00% | Add +74.4% | 640 | $34K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 619 | $33K |
| Harbour Investments, Inc. | 0.00% | No change | 495 | $26K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 414 | $22K |
| International Assets Investment Management, LLC | 0.00% | New | 361 | $19K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.8% | 229 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.2% | 213 | $11K |
| Horizon Financial Services, LLC | 0.00% | No change | 113 | $6K |
"% 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.