SS SPDR S&P 500 ESG ETFEFIVETF
13F holders, Q4 2024 (December 31)114holders +7
14new positions
10sold out
1famous investor
$56.48avg. 13F price*
At the end of Q4 2024, 114 institutions reported holding SS SPDR S&P 500 ESG ETF (EFIV) in their 13F filings, up 7 from Q3 2024. 14 opened new positions and 10 sold out. The largest holders were Provida Pension Fund Administrator ($188.6M), Bank of Italy ($43.6M) and Baltimore-Washington Financial Advisors, Inc. ($21.5M). 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 (Q4 2024)
- CUSIP
- 78468R531
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.1M |
| Exits | 10 | $3.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,398,584 shares bought and 564,682 shares sold, net +833,902 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| Provida Pension Fund Administrator | 3.85% | Add +38.7% | 3,340,740 | $188.6M |
| Bank of Italy | 2.16% | No change | 771,136 | $43.6M |
| Baltimore-Washington Financial Advisors, Inc. | 1.12% | Add +0.1% | 380,305 | $21.5M |
| LPL Financial LLC | 0.01% | Add +27.2% | 358,456 | $20.2M |
| Koss-Olinger Consulting, LLC | 1.77% | Add +0.7% | 357,455 | $20.2M |
| Private Advisor Group, LLC | 0.08% | Add +2.5% | 241,180 | $13.6M |
| Principal Financial Group Inc. | 0.01% | Add +25.5% | 225,194 | $12.7M |
| Olde Wealth Management, LLC | 4.37% | Add +12.2% | 216,530 | $12.2M |
| Laurel Wealth Planning LLC | 7.75% | Reduce -1.2% | 212,603 | $12.0M |
| Retirement Capital Strategies | 4.54% | Reduce -69.0% | 212,217 | $12.0M |
| Two Sigma Investments, LP | 0.03% | Add +59.5% | 193,900 | $11.0M |
| SOA Wealth Advisors, LLC. | 1.43% | Add +38.0% | 137,470 | $7.8M |
| Sheets Smith Investment Management | 5.45% | — | 113,774 | $6.4M |
| Blue Edge Capital, LLC | 0.89% | Add +5.3% | 100,540 | $5.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.7% | 92,295 | $5.2M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -1.2% | 88,713 | $5.0M |
| Gradient Investments LLC | 0.08% | Add +0.1% | 69,526 | $3.9M |
| Seeds Investor LLC | 1.03% | Add +9.9% | 64,183 | $3.6M |
| Bank of America Corp. | 0.00% | Add +65.6% | 58,340 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +50.5% | 49,566 | $2.8M |
| One Capital Management, LLC | 0.09% | Reduce -10.1% | 49,190 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 46,712 | $2.6M |
| Sheets Smith Wealth Management | 0.32% | Add +11.0% | 46,484 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +115.6% | 39,541 | $2.2M |
| Fsa Wealth Partners, Inc. | 0.46% | Add +3.4% | 34,387 | $1.9M |
| Raymond James Financial Inc. | 0.00% | — | 32,774 | $1.9M |
| Armbruster Capital Management, Inc. | 0.35% | Reduce -3.1% | 30,730 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Add +1.8% | 28,507 | $1.6M |
| Mariner, LLC | 0.00% | Add +4.2% | 27,100 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.6% | 25,965 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.7% | 23,921 | $1.4M |
| US Financial Advisors, LLC | 0.41% | Reduce -1.5% | 23,690 | $1.3M |
| Pinebridge Investments, L.P. | 0.01% | New | 21,264 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +20.8% | 20,213 | $1.1M |
| Capital Analysts, LLC | 0.05% | Reduce -0.9% | 19,962 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Reduce -3.2% | 19,703 | $1.1M |
| Sax Wealth Advisors, LLC | 0.09% | No change | 19,612 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.5% | 19,333 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 17,676 | $998K |
| R. W. Roge & Company, Inc. | 0.54% | Add +44.5% | 17,567 | $992K |
| Wells Fargo & Company | 0.00% | Reduce -4.4% | 17,342 | $979K |
| Coastline Trust Co | 0.10% | Add +28.4% | 15,460 | $873K |
| Veracity Capital LLC | 0.31% | Add +0.1% | 15,319 | $865K |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 13,961 | $789K |
| Retirement Income Solutions, Inc. | 0.15% | Reduce -0.3% | 13,597 | $768K |
| Prudential Financial Inc. | 0.00% | No change | 13,500 | $762K |
| Fort Point Capital Partners LLC | 0.08% | Reduce -1.0% | 12,460 | $704K |
| Sage Advisory Services, Ltd.Co. | 0.40% | Add +55.4% | 12,008 | $678K |
| Warren Street Wealth Advisors, LLC | 0.27% | Add +1.1% | 11,559 | $653K |
| Townsquare Capital LLC | 0.01% | Add +1.1% | 11,559 | $653K |
| Denver Wealth Management, Inc. | 0.29% | Add +12.5% | 11,391 | $643K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.0% | 10,746 | $607K |
| Perennial Investment Advisors, LLC | 0.07% | Add +21.2% | 10,488 | $592K |
| Cwm, LLC | 0.00% | Add +50.3% | 9,567 | $540K |
| LongView Asset Management LLC | 0.46% | — | 9,396 | $531K |
| Verus Wealth Management, LLC | 0.56% | — | 8,900 | $503K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.4% | 8,817 | $498K |
| Brown Brothers Harriman & Co. | 0.00% | New | 8,495 | $480K |
| Opulen Financial Group LLC | 0.44% | — | 8,491 | $480K |
| J.Safra Asset Management Corp | 0.04% | No change | 8,363 | $475K |
| Operose Advisors LLC | 0.16% | Add +0.3% | 8,293 | $468K |
| Single Point Partners, LLC | 0.11% | Add +0.1% | 8,191 | $463K |
| Chicago Capital, LLC | 0.01% | No change | 8,067 | $456K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 7,930 | $448K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,555 | $427K |
| Veridan Wealth LLC | 0.19% | — | 7,179 | $408K |
| Tompkins Financial Corp. | 0.04% | New | 7,140 | $403K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +61.9% | 6,928 | $391K |
| McClarren Financial Advisors, Inc. | 1.07% | Add +25.2% | 6,758 | $381K |
| First Affirmative Financial Network | 0.22% | No change | 6,660 | $376K |
| Citadel Advisors | 0.00% | New | 6,494 | $367K |
| Altfest L J & Co. Inc. | 0.04% | New | 6,226 | $352K |
| Marshall Financial Group, LLC | 0.08% | Reduce -5.4% | 6,070 | $343K |
| Front Row Advisors LLC | 0.12% | Add +36.8% | 5,990 | $338K |
| Brave Asset Management Inc. | 0.10% | No change | 5,299 | $299K |
| HBW Advisory Services LLC | 0.03% | New | 5,243 | $296K |
| Journey Strategic Wealth LLC | 0.01% | No change | 4,993 | $282K |
| Zhang Financial LLC | 0.02% | No change | 4,744 | $268K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,575 | $264K |
| Creative Planning | 0.00% | Reduce -44.3% | 4,670 | $264K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -46.3% | 4,425 | $250K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.5% | 4,340 | $245K |
| Good Life Advisors, LLC | 0.02% | No change | 4,093 | $231K |
| Sigma Planning Corp | 0.01% | Reduce -0.7% | 4,010 | $226K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.6% | 3,855 | $218K |
| MML Investors Services, LLC | 0.00% | New | 3,829 | $216K |
| Horizon Wealth Management, LLC | 0.04% | New | 3,665 | $207K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 3,658 | $207K |
| Allworth Financial LP | 0.00% | Add +0.3% | 3,222 | $187K |
| Morgan Stanley | 0.00% | No change | 3,177 | $179K |
| Hills Bank & Trust Co | 0.01% | Reduce -4.9% | 2,644 | $149K |
| Wells Financial Advisors INC | 0.20% | No change | 2,560 | $145K |
| Larson Financial Group LLC | 0.01% | Add +53.1% | 2,066 | $117K |
| Comerica Bank | 0.00% | No change | 1,544 | $87K |
| Tradewinds Capital Management, LLC | 0.02% | Add +60.6% | 1,315 | $74K |
| FMR LLC | 0.00% | No change | 1,106 | $62K |
| NorthRock Partners, LLC | 0.00% | No change | 1,042 | $59K |
| JPMorgan Chase & Co. | 0.00% | Add +86.6% | 1,041 | $59K |
| Milestone Investment Advisors LLC | 0.01% | New | 812 | $46K |
| Royal Bank of Canada | 0.00% | No change | 791 | $45K |
"% 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.