SS SPDR S&P 500 ESG ETFEFIVETF
13F holders, Q1 2025 (March 31)113holders −1
12new positions
14sold out
1famous investor
$53.49avg. 13F price*
At the end of Q1 2025, 113 institutions reported holding SS SPDR S&P 500 ESG ETF (EFIV) in their 13F filings, down 1 from Q4 2024. 12 opened new positions and 14 sold out. The largest holders were Provida Pension Fund Administrator ($120.8M), Bank of Italy ($41.3M) and Koss-Olinger Consulting, LLC ($25.0M). 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 (Q1 2025)
- CUSIP
- 78468R531
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $10.5M |
| Exits | 14 | $12.1M |
All 13F filers, Q4 2024 → Q1 2025: 796,104 shares bought and 1,627,431 shares sold, net −831,327 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Provida Pension Fund Administrator | 2.44% | Reduce -32.4% | 2,260,012 | $120.8M |
| Bank of Italy | 2.18% | No change | 771,136 | $41.3M |
| Koss-Olinger Consulting, LLC | 2.10% | Add +30.6% | 466,805 | $25.0M |
| Baltimore-Washington Financial Advisors, Inc. | 1.09% | Reduce -0.5% | 378,593 | $20.3M |
| LPL Financial LLC | 0.01% | Reduce -0.4% | 357,055 | $19.1M |
| Olde Wealth Management, LLC | 4.62% | Add +13.1% | 244,837 | $13.1M |
| Tompkins Financial Corp. | 1.19% | Add +3142.8% | 231,534 | $12.4M |
| Principal Financial Group Inc. | 0.01% | Add +0.0% | 225,211 | $12.0M |
| Retirement Capital Strategies | 4.35% | Reduce -2.0% | 208,033 | $11.1M |
| Laurel Wealth Planning LLC | 7.02% | Reduce -7.1% | 197,527 | $10.6M |
| SOA Wealth Advisors, LLC. | 1.74% | Add +13.1% | 155,439 | $8.3M |
| Private Advisor Group, LLC | 0.05% | Reduce -37.7% | 150,232 | $8.0M |
| Bank of America Corp. | 0.00% | Add +120.0% | 128,374 | $6.9M |
| Farther Finance Advisors, LLC | 0.16% | New | 114,158 | $6.1M |
| Blue Edge Capital, LLC | 0.85% | Reduce -1.3% | 99,213 | $5.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.9% | 94,922 | $5.1M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -0.0% | 88,698 | $4.7M |
| Seeds Investor LLC | 1.24% | Add +29.1% | 82,845 | $4.4M |
| Gradient Investments LLC | 0.07% | Reduce -4.8% | 66,213 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +537.9% | 56,242 | $3.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -71.8% | 54,700 | $2.9M |
| One Capital Management, LLC | 0.09% | Reduce -2.6% | 47,914 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.7% | 46,240 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +35.8% | 44,518 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.4% | 43,250 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +26.8% | 36,133 | $1.9M |
| Armbruster Capital Management, Inc. | 0.34% | Add +3.5% | 31,804 | $1.7M |
| Fsa Wealth Partners, Inc. | 0.64% | Reduce -7.7% | 31,755 | $1.7M |
| US Financial Advisors, LLC | 0.41% | Add +8.4% | 25,687 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -3.4% | 25,087 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +3.0% | 24,626 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +29.1% | 22,390 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Add +11.6% | 21,988 | $1.2M |
| Larson Financial Group LLC | 0.06% | Add +954.7% | 21,791 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +21.5% | 21,471 | $1.1M |
| Richard P Slaughter Associates Inc | 0.26% | New | 21,047 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -48.7% | 20,273 | $1.1M |
| Birchbrook, Inc. | 0.59% | New | 19,702 | $1.1M |
| Sax Wealth Advisors, LLC | 0.08% | No change | 19,612 | $1.0M |
| Perennial Investment Advisors, LLC | 0.12% | Add +83.3% | 19,229 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -6.6% | 18,885 | $1.0M |
| Capital Analysts, LLC | 0.04% | Reduce -8.7% | 18,229 | $975K |
| R. W. Roge & Company, Inc. | 0.53% | Add +2.9% | 18,083 | $967K |
| Coastline Trust Co | 0.12% | Add +13.9% | 17,605 | $942K |
| J.Safra Asset Management Corp | 0.07% | Add +100.1% | 16,734 | $895K |
| Veracity Capital LLC | 0.32% | Add +0.1% | 15,328 | $820K |
| Corient Private Wealth LP | 0.00% | No change | 13,961 | $747K |
| Retirement Income Solutions, Inc. | 0.15% | No change | 13,597 | $727K |
| Fort Point Capital Partners LLC | 0.08% | Add +2.3% | 12,750 | $682K |
| Sage Advisory Services, Ltd.Co. | 0.38% | No change | 12,008 | $642K |
| Warren Street Wealth Advisors, LLC | 0.24% | No change | 11,559 | $618K |
| Townsquare Capital LLC | 0.01% | No change | 11,559 | $618K |
| Verus Wealth Management, LLC | 0.58% | Add +11.2% | 9,900 | $530K |
| Denver Wealth Management, Inc. | 0.24% | Reduce -14.7% | 9,722 | $520K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.6% | 9,718 | $520K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,255 | $495K |
| LongView Asset Management LLC | 0.42% | Reduce -3.5% | 9,063 | $485K |
| Opulen Financial Group LLC | 0.41% | Add +0.1% | 8,502 | $455K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 8,495 | $454K |
| Meitav Investment House Ltd. | 0.01% | New | 8,500 | $453K |
| Cwm, LLC | 0.00% | Reduce -11.6% | 8,455 | $452K |
| Operose Advisors LLC | 0.15% | Add +0.3% | 8,318 | $445K |
| Single Point Partners, LLC | 0.10% | Add +0.1% | 8,198 | $439K |
| Chicago Capital, LLC | 0.01% | No change | 8,067 | $432K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 7,850 | $420K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,555 | $404K |
| Mariner, LLC | 0.00% | Reduce -73.7% | 7,138 | $382K |
| Citadel Advisors | 0.00% | Add +8.2% | 7,025 | $376K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 6,928 | $371K |
| UBS Group AG | 0.00% | New | 6,753 | $361K |
| First Affirmative Financial Network | 0.22% | No change | 6,660 | $356K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 6,406 | $343K |
| Front Row Advisors LLC | 0.13% | Add +6.6% | 6,383 | $341K |
| Marshall Financial Group, LLC | 0.07% | No change | 6,070 | $325K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -4.6% | 5,942 | $318K |
| Veridan Wealth LLC | 0.14% | Reduce -18.9% | 5,819 | $311K |
| HBW Advisory Services LLC | 0.04% | Add +8.4% | 5,685 | $304K |
| Cary Street Partners Financial LLC | 0.01% | New | 5,608 | $300K |
| McClarren Financial Advisors, Inc. | 0.19% | Reduce -19.6% | 5,430 | $290K |
| Brave Asset Management Inc. | 0.09% | Add +2.3% | 5,418 | $290K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.0% | 5,223 | $279K |
| Good Life Advisors, LLC | 0.02% | Add +26.8% | 5,189 | $278K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.5% | 5,068 | $271K |
| CreativeOne Wealth, LLC | 0.01% | Add +14.3% | 5,058 | $271K |
| Zhang Financial LLC | 0.01% | No change | 4,744 | $254K |
| Sanctuary Advisors, LLC | 0.00% | No change | 4,575 | $245K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.8% | 4,420 | $236K |
| Sigma Planning Corp | 0.01% | Add +0.6% | 4,032 | $216K |
| Ellenbecker Investment Group | 0.04% | New | 3,966 | $212K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,855 | $206K |
| Hills Bank & Trust Co | 0.01% | Add +20.5% | 3,186 | $170K |
| Morgan Stanley | 0.00% | No change | 3,177 | $170K |
| Allworth Financial LP | 0.00% | Add +0.3% | 3,231 | $168K |
| JPMorgan Chase & Co. | 0.00% | Add +173.6% | 2,848 | $152K |
| Wells Financial Advisors INC | 0.19% | Add +1.9% | 2,610 | $140K |
| Tradewinds Capital Management, LLC | 0.02% | Add +9.8% | 1,444 | $77K |
| FMR LLC | 0.00% | No change | 1,106 | $59K |
| NorthRock Partners, LLC | 0.00% | No change | 1,042 | $56K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +9.3% | 831 | $44K |
| Milestone Investment Advisors LLC | 0.01% | Add +0.4% | 815 | $44K |
"% 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.