SS SPDR S&P 500 ESG ETFEFIVETF
13F holders, Q2 2025 (June 30)113holders
14new positions
12sold out
$58.55avg. 13F price*
At the end of Q2 2025, 113 institutions reported holding SS SPDR S&P 500 ESG ETF (EFIV) in their 13F filings, unchanged from Q1 2025. 14 opened new positions and 12 sold out. The largest holders were Provida Pension Fund Administrator ($52.4M), Bank of Italy ($45.1M) and Koss-Olinger Consulting, LLC ($24.2M).
- Company
- SS SPDR S&P 500 ESG ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78468R531
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.3M |
| Exits | 12 | $6.5M |
All 13F filers, Q1 2025 → Q2 2025: 384,027 shares bought and 1,913,783 shares sold, net −1,529,756 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Provida Pension Fund Administrator | 0.95% | Reduce -60.4% | 895,572 | $52.4M |
| Bank of Italy | 2.18% | No change | 771,136 | $45.1M |
| Koss-Olinger Consulting, LLC | 1.99% | Reduce -11.3% | 414,067 | $24.2M |
| Baltimore-Washington Financial Advisors, Inc. | 1.04% | Add +0.3% | 379,823 | $22.2M |
| LPL Financial LLC | 0.01% | Reduce -11.0% | 317,842 | $18.6M |
| Tompkins Financial Corp. | 1.42% | Add +13.9% | 263,770 | $15.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.4% | 213,100 | $12.5M |
| SOA Wealth Advisors, LLC. | 2.07% | Add +24.3% | 193,131 | $11.3M |
| Laurel Wealth Planning LLC | 5.90% | Reduce -10.3% | 177,279 | $10.4M |
| Retirement Capital Strategies | 4.07% | Reduce -15.6% | 175,631 | $10.3M |
| Private Advisor Group, LLC | 0.05% | Add +1.1% | 151,874 | $8.9M |
| Two Sigma Investments, LP | 0.01% | Add +138.0% | 130,200 | $7.6M |
| Blue Edge Capital, LLC | 0.84% | Reduce -2.2% | 97,004 | $5.7M |
| Seeds Investor LLC | 1.29% | Add +12.9% | 93,522 | $5.5M |
| Integrated Wealth Concepts LLC | 0.05% | Add +1.9% | 90,428 | $5.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -8.6% | 86,798 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +175.9% | 55,930 | $3.3M |
| Gradient Investments LLC | 0.06% | Reduce -17.0% | 54,960 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Add +2.2% | 47,262 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +20824.0% | 46,242 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 44,563 | $2.6M |
| Bank of America Corp. | 0.00% | Reduce -66.0% | 43,650 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -15.2% | 36,663 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Add +1.3% | 36,610 | $2.1M |
| One Capital Management, LLC | 0.07% | Reduce -30.5% | 33,289 | $1.9M |
| Armbruster Capital Management, Inc. | 0.34% | Add +0.9% | 32,104 | $1.9M |
| Gilbert Capital Group, Inc. | 1.52% | — | 31,400 | $1.8M |
| Richard P Slaughter Associates Inc | 0.36% | Add +43.9% | 30,294 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +463.7% | 29,444 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.4% | 28,485 | $1.7M |
| Birchbrook, Inc. | 0.79% | Add +28.2% | 25,258 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +0.0% | 24,627 | $1.4M |
| Larson Financial Group LLC | 0.06% | Add +13.0% | 24,622 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -3.3% | 24,269 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +3.8% | 23,237 | $1.4M |
| Perennial Investment Advisors, LLC | 0.12% | Add +7.5% | 20,662 | $1.2M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -82.3% | 20,254 | $1.2M |
| Savvy Advisors, Inc. | 0.08% | New | 19,740 | $1.2M |
| Sax Wealth Advisors, LLC | 0.07% | No change | 19,612 | $1.1M |
| Capital Analysts, LLC | 0.04% | Add +6.7% | 19,445 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -10.7% | 16,859 | $987K |
| Coastline Trust Co | 0.11% | Reduce -4.4% | 16,836 | $986K |
| J.Safra Asset Management Corp | 0.07% | Add +0.1% | 16,759 | $981K |
| R. W. Roge & Company, Inc. | 0.55% | Reduce -8.8% | 16,495 | $965K |
| Veracity Capital LLC | 0.32% | Add +1.4% | 15,536 | $910K |
| Meitav Investment House Ltd. | 0.01% | Add +78.3% | 15,154 | $885K |
| Retirement Income Solutions, Inc. | 0.16% | Add +7.4% | 14,609 | $855K |
| Corient Private Wealth LP | 0.00% | No change | 13,961 | $817K |
| Fort Point Capital Partners LLC | 0.07% | Reduce -1.0% | 12,617 | $739K |
| Sage Advisory Services, Ltd.Co. | 0.39% | Add +1.3% | 12,161 | $712K |
| Warren Street Wealth Advisors, LLC | 0.23% | Add +1.3% | 11,714 | $686K |
| Mariner, LLC | 0.00% | Add +49.5% | 10,674 | $625K |
| Crestwood Advisors Group, LLC | 0.01% | New | 10,378 | $608K |
| Commonwealth Equity Services, LLC | 0.00% | Add +24.4% | 9,764 | $572K |
| Verus Wealth Management, LLC | 0.57% | Reduce -2.4% | 9,667 | $566K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 9,512 | $557K |
| Cwm, LLC | 0.00% | Add +4.4% | 8,830 | $517K |
| Opulen Financial Group LLC | 0.41% | Add +0.0% | 8,504 | $498K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 8,495 | $497K |
| Operose Advisors LLC | 0.14% | Add +0.3% | 8,343 | $488K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.3% | 8,235 | $482K |
| Single Point Partners, LLC | 0.10% | Add +0.1% | 8,205 | $480K |
| Chicago Capital, LLC | 0.01% | No change | 8,067 | $472K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,555 | $442K |
| LongView Asset Management LLC | 0.32% | Reduce -19.3% | 7,314 | $428K |
| Front Row Advisors LLC | 0.14% | Add +10.0% | 7,023 | $411K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -1.7% | 6,811 | $399K |
| Denver Wealth Management, Inc. | 0.16% | Reduce -31.6% | 6,646 | $389K |
| Good Life Advisors, LLC | 0.02% | Add +25.4% | 6,505 | $381K |
| Marshall Financial Group, LLC | 0.07% | Reduce -4.3% | 5,807 | $341K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,608 | $328K |
| HBW Advisory Services LLC | 0.04% | Reduce -2.0% | 5,569 | $326K |
| Zhang Financial LLC | 0.01% | Add +15.7% | 5,487 | $321K |
| McClarren Financial Advisors, Inc. | 0.21% | Add +0.3% | 5,447 | $319K |
| Brave Asset Management Inc. | 0.09% | No change | 5,418 | $317K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -10.8% | 5,302 | $310K |
| CreativeOne Wealth, LLC | 0.01% | Add +3.5% | 5,235 | $307K |
| Novare Capital Management LLC | 0.02% | New | 5,093 | $298K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.4% | 4,569 | $268K |
| Hills Bank & Trust Co | 0.02% | Add +40.8% | 4,487 | $263K |
| First Affirmative Financial Network | 0.13% | Reduce -34.4% | 4,370 | $256K |
| Morgan Stanley | 0.00% | Add +34.8% | 4,283 | $251K |
| Ellenbecker Investment Group | 0.04% | Add +3.8% | 4,115 | $241K |
| Sigma Planning Corp | 0.01% | Reduce -0.1% | 4,029 | $236K |
| NewEdge Advisors, LLC | 0.00% | Add +2.9% | 3,965 | $232K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 3,941 | $231K |
| Thompson Davis & Co., Inc. | 0.15% | New | 3,880 | $227K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | New | 3,713 | $217K |
| Horizon Wealth Management, LLC | 0.04% | New | 3,701 | $217K |
| JPMorgan Chase & Co. | 0.00% | Add +29.7% | 3,694 | $216K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 3,560 | $208K |
| Ethic Inc. | 0.00% | New | 3,495 | $203K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 3,460 | $203K |
| Allworth Financial LP | 0.00% | Add +0.3% | 3,241 | $190K |
| Wells Financial Advisors INC | 0.21% | No change | 2,610 | $153K |
| Valley National Advisers Inc. | 0.02% | New | 1,873 | $109K |
| Tradewinds Capital Management, LLC | 0.02% | Add +8.5% | 1,567 | $92K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,109 | $65K |
| FMR LLC | 0.00% | Reduce -6.1% | 1,039 | $61K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +2.3% | 850 | $50K |
"% 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.