SS SPDR S&P 500 ESG ETFEFIVETF
13F holders, Q3 2025 (September 30)115holders +2
10new positions
9sold out
1famous investor
$63.37avg. 13F price*
At the end of Q3 2025, 115 institutions reported holding SS SPDR S&P 500 ESG ETF (EFIV) in their 13F filings, up 2 from Q2 2025. 10 opened new positions and 9 sold out. The largest holders were Bank of Italy ($49.0M), Provida Pension Fund Administrator ($31.6M) and Olde Wealth Management, LLC ($31.0M). 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 SERIES TRUST (Q3 2025)
- CUSIP
- 78468R531
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.8M |
| Exits | 9 | $2.4M |
All 13F filers, Q2 2025 → Q3 2025: 226,284 shares bought and 763,145 shares sold, net −536,861 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Bank of Italy | 2.36% | No change | 771,136 | $49.0M |
| Provida Pension Fund Administrator | 0.55% | Reduce -44.5% | 497,472 | $31.6M |
| Olde Wealth Management, LLC | 9.58% | — | 474,179 | $31.0M |
| Baltimore-Washington Financial Advisors, Inc. | 1.06% | Add +2.4% | 389,065 | $24.7M |
| Koss-Olinger Consulting, LLC | 2.00% | No change | 414,067 | $24.2M |
| LPL Financial LLC | 0.01% | Add +1.9% | 323,738 | $20.6M |
| Tompkins Financial Corp. | 1.54% | Add +9.9% | 290,014 | $18.4M |
| SOA Wealth Advisors, LLC. | 2.05% | Add +2.6% | 198,239 | $12.6M |
| Laurel Wealth Planning LLC | 5.71% | Reduce -4.2% | 169,853 | $10.8M |
| Retirement Capital Strategies | 4.11% | Reduce -4.2% | 168,342 | $10.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -27.7% | 153,977 | $9.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -0.8% | 150,717 | $9.6M |
| Blue Edge Capital, LLC | 0.90% | Add +3.0% | 99,903 | $6.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +3.1% | 93,235 | $5.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +1.0% | 87,637 | $5.6M |
| Equitable Holdings, Inc. | 0.03% | Add +58.7% | 58,113 | $3.7M |
| Gradient Investments LLC | 0.06% | Reduce -1.4% | 54,214 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.2% | 54,148 | $3.4M |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 48,973 | $3.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -64.1% | 46,800 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +3.2% | 46,006 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +43.5% | 40,883 | $2.6M |
| Bank of America Corp. | 0.00% | Reduce -12.7% | 38,127 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +26.8% | 37,329 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.5% | 34,286 | $2.2M |
| Armbruster Capital Management, Inc. | 0.34% | Reduce -0.9% | 31,804 | $2.0M |
| Gilbert Capital Group, Inc. | 1.52% | Reduce -1.5% | 30,941 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +20.4% | 27,978 | $1.8M |
| Birchbrook, Inc. | 0.88% | Add +5.5% | 26,660 | $1.7M |
| Seeds Investor LLC | 0.35% | Reduce -71.7% | 26,454 | $1.7M |
| Morgan Stanley | 0.00% | Add +511.2% | 26,178 | $1.7M |
| Savvy Advisors, Inc. | 0.08% | Add +32.3% | 26,114 | $1.7M |
| Richard P Slaughter Associates Inc | 0.35% | Reduce -14.7% | 25,843 | $1.6M |
| Citadel Advisors | 0.00% | New | 25,525 | $1.6M |
| Larson Financial Group LLC | 0.06% | Add +0.8% | 24,821 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.3% | 24,202 | $1.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +6.3% | 21,523 | $1.4M |
| Perennial Investment Advisors, LLC | 0.11% | Add +4.2% | 21,523 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.7% | 21,248 | $1.3M |
| R. W. Roge & Company, Inc. | 0.67% | Add +25.1% | 20,635 | $1.3M |
| One Capital Management, LLC | 0.04% | Reduce -41.0% | 19,630 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +14.8% | 19,361 | $1.2M |
| Capital Analysts, LLC | 0.04% | Reduce -2.1% | 19,043 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +122.0% | 18,286 | $1.2M |
| J.Safra Asset Management Corp | 0.06% | Add +0.1% | 16,781 | $1.1M |
| Coastline Trust Co | 0.11% | Reduce -1.1% | 16,648 | $1.1M |
| Meitav Investment House Ltd. | 0.01% | Add +3.8% | 15,735 | $998K |
| Corient Private Wealth LP | 0.00% | No change | 13,961 | $888K |
| Retirement Income Solutions, Inc. | 0.15% | Reduce -5.3% | 13,842 | $880K |
| Mariner, LLC | 0.00% | Add +27.2% | 13,577 | $863K |
| Veracity Capital LLC | 0.25% | Reduce -21.5% | 12,190 | $775K |
| Sage Advisory Services, Ltd.Co. | 0.40% | Reduce -1.5% | 11,981 | $762K |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.1% | 11,821 | $752K |
| Crestwood Advisors Group, LLC | 0.01% | Add +10.5% | 11,471 | $729K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -44.7% | 10,837 | $689K |
| Verus Wealth Management, LLC | 0.54% | Reduce -5.9% | 9,100 | $579K |
| Warren Street Wealth Advisors, LLC | 0.17% | Reduce -22.7% | 9,052 | $576K |
| Ellenbecker Investment Group | 0.08% | Add +117.9% | 8,967 | $570K |
| Opulen Financial Group LLC | 0.42% | Add +1.7% | 8,646 | $550K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 8,495 | $540K |
| Cwm, LLC | 0.00% | Reduce -4.4% | 8,444 | $537K |
| Operose Advisors LLC | 0.13% | Add +0.3% | 8,364 | $532K |
| Single Point Partners, LLC | 0.11% | Add +0.1% | 8,211 | $522K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,555 | $480K |
| Front Row Advisors LLC | 0.16% | Add +5.0% | 7,373 | $469K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 6,811 | $433K |
| Denver Wealth Management, Inc. | 0.16% | Add +0.3% | 6,667 | $424K |
| HRT Financial LP | 0.00% | New | 6,159 | $391K |
| Rockefeller Capital Management L.P. | 0.00% | New | 6,070 | $386K |
| Hills Bank & Trust Co | 0.02% | Add +34.7% | 6,045 | $384K |
| HBW Advisory Services LLC | 0.04% | Add +8.2% | 6,023 | $383K |
| Veridan Wealth LLC | 0.13% | — | 5,910 | $376K |
| Marshall Financial Group, LLC | 0.07% | Reduce -0.6% | 5,774 | $367K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,608 | $357K |
| CreativeOne Wealth, LLC | 0.01% | Add +5.4% | 5,518 | $351K |
| Zhang Financial LLC | 0.01% | Add +0.0% | 5,489 | $349K |
| McClarren Financial Advisors, Inc. | 0.21% | Add +0.3% | 5,461 | $347K |
| Brave Asset Management Inc. | 0.08% | No change | 5,418 | $345K |
| LongView Asset Management LLC | 0.23% | Reduce -27.3% | 5,321 | $338K |
| Novare Capital Management LLC | 0.02% | No change | 5,093 | $324K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.4% | 4,678 | $297K |
| Horizon Wealth Management, LLC | 0.04% | Add +15.5% | 4,276 | $272K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -25.1% | 3,973 | $253K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,965 | $252K |
| Thompson Davis & Co., Inc. | 0.15% | No change | 3,880 | $247K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,877 | $247K |
| Advisory Alpha, LLC | 0.01% | New | 3,816 | $244K |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 3,704 | $236K |
| Venture Visionary Partners LLC | 0.01% | New | 3,644 | $232K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.3% | 3,569 | $227K |
| Ethic Inc. | 0.00% | Add +0.1% | 3,497 | $222K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -12.3% | 3,458 | $220K |
| Schmidt P J Investment Management Inc. | 0.04% | Reduce -0.4% | 3,446 | $219K |
| Silver Oak Securities, Incorporated | 0.02% | New | 3,441 | $219K |
| SFG Wealth Management, LLC. | 0.09% | New | 3,372 | $214K |
| WNY Asset Management, LLC | 0.02% | New | 3,307 | $210K |
| Allworth Financial LP | 0.00% | Add +0.3% | 3,250 | $207K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | Reduce -13.0% | 3,229 | $205K |
| Wells Financial Advisors INC | 0.22% | No change | 2,610 | $166K |
| Royal Bank of Canada | 0.00% | Reduce -95.8% | 1,947 | $124K |
| Valley National Advisers Inc. | 0.02% | No change | 1,873 | $119K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 1,567 | $100K |
| FMR LLC | 0.00% | Reduce -5.7% | 980 | $62K |
| Milestone Investment Advisors LLC | 0.01% | Add +0.4% | 820 | $52K |
| US Bancorp \de | 0.00% | No change | 672 | $43K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 628 | $40K |
| Rossby Financial, LCC | 0.01% | New | 576 | $37K |
| Harbour Investments, Inc. | 0.00% | No change | 495 | $31K |
| Crews Bank & Trust | 0.00% | No change | 350 | $22K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -38.5% | 252 | $16K |
| Salomon & Ludwin, LLC | 0.00% | No change | 176 | $11K |
| Horizon Financial Services, LLC | 0.00% | No change | 113 | $7K |
| Capitol Family Office, Inc. | 0.01% | No change | 99 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 65 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +33.3% | 40 | $3K |
"% 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.