SS SPDR S&P 500 ESG ETFEFIVETF
13F holders, Q4 2025 (December 31)123holders +8
10new positions
8sold out
$66.22avg. 13F price*
At the end of Q4 2025, 123 institutions reported holding SS SPDR S&P 500 ESG ETF (EFIV) in their 13F filings, up 8 from Q3 2025. 10 opened new positions and 8 sold out. The largest holders were Bank of Italy ($51.0M), Olde Wealth Management, LLC ($32.3M) and Koss-Olinger Consulting, LLC ($27.0M).
- Company
- SS SPDR S&P 500 ESG ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78468R531
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $14.2M |
| Exits | 8 | $36.9M |
All 13F filers, Q3 2025 → Q4 2025: 319,925 shares bought and 715,357 shares sold, net −395,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Bank of Italy | 2.22% | No change | 771,136 | $51.0M |
| Olde Wealth Management, LLC | 9.92% | Add +2.8% | 487,666 | $32.3M |
| Koss-Olinger Consulting, LLC | 2.10% | Reduce -1.3% | 408,847 | $27.0M |
| Baltimore-Washington Financial Advisors, Inc. | 1.09% | Add +1.3% | 394,279 | $26.1M |
| LPL Financial LLC | 0.01% | Add +1.3% | 328,045 | $21.7M |
| Tompkins Financial Corp. | 1.48% | Reduce -0.7% | 288,111 | $19.1M |
| SOA Wealth Advisors, LLC. | 2.20% | Add +1.4% | 201,104 | $13.3M |
| Laurel Wealth Planning LLC | 5.87% | Reduce -5.8% | 160,066 | $10.6M |
| Retirement Capital Strategies | 3.90% | Reduce -5.6% | 158,859 | $10.5M |
| Principal Financial Group Inc. | 0.01% | No change | 153,977 | $10.2M |
| Private Advisor Group, LLC | 0.05% | Add +0.7% | 151,788 | $10.0M |
| GAM Holding AG | 0.64% | New | 151,430 | $10.0M |
| Blue Edge Capital, LLC | 0.90% | Add +1.3% | 101,227 | $6.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +7.8% | 94,474 | $6.2M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -10.2% | 83,755 | $5.5M |
| Atomic Invest LLC | 2.62% | — | 69,972 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.5% | 57,126 | $3.8M |
| Gradient Investments LLC | 0.06% | Add +5.1% | 56,992 | $3.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -5.5% | 54,890 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Add +0.5% | 49,227 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +3.7% | 47,717 | $3.2M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 38,048 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.8% | 34,029 | $2.3M |
| Larson Financial Group LLC | 0.07% | Add +32.6% | 32,920 | $2.2M |
| Armbruster Capital Management, Inc. | 0.35% | Add +0.0% | 31,812 | $2.1M |
| Seeds Investor LLC | 0.39% | Add +17.5% | 31,093 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +5.4% | 29,487 | $2.0M |
| Gilbert Capital Group, Inc. | 1.45% | Reduce -5.5% | 29,246 | $1.9M |
| Birchbrook, Inc. | 0.94% | Add +7.3% | 28,619 | $1.9M |
| Savvy Advisors, Inc. | 0.05% | Reduce -3.4% | 25,230 | $1.7M |
| Creative Planning | 0.00% | New | 25,190 | $1.7M |
| Richard P Slaughter Associates Inc | 0.35% | Reduce -2.6% | 25,166 | $1.7M |
| Napier Financial, LLC | 0.41% | — | 24,905 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.5% | 24,330 | $1.6M |
| Perennial Investment Advisors, LLC | 0.12% | Add +4.3% | 22,445 | $1.5M |
| Meitav Investment House Ltd. | 0.02% | Add +36.6% | 21,490 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.7% | 21,152 | $1.4M |
| R. W. Roge & Company, Inc. | 0.68% | Add +0.2% | 20,669 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.2% | 19,723 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +1.1% | 19,583 | $1.3M |
| Capital Analysts, LLC | 0.04% | Add +1.8% | 19,394 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.1% | 18,082 | $1.2M |
| J.Safra Asset Management Corp | 0.06% | Add +0.1% | 16,804 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | New | 16,624 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +13.6% | 15,861 | $1.0M |
| One Capital Management, LLC | 0.03% | Reduce -21.6% | 15,387 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +686.1% | 15,305 | $1.0M |
| Retirement Income Solutions, Inc. | 0.17% | Add +10.4% | 15,284 | $1.0M |
| Coastline Trust Co | 0.09% | Reduce -8.5% | 15,229 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.1% | 14,898 | $986K |
| Mariner, LLC | 0.00% | Add +2.7% | 13,947 | $923K |
| Crestwood Advisors Group, LLC | 0.02% | Add +20.6% | 13,840 | $916K |
| Brown Brothers Harriman & Co. | 0.00% | Add +54.0% | 13,081 | $865K |
| Veracity Capital LLC | 0.24% | Add +1.3% | 12,348 | $817K |
| Sage Advisory Services, Ltd.Co. | 0.43% | No change | 11,981 | $793K |
| Ellenbecker Investment Group | 0.11% | Add +30.9% | 11,738 | $776K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 11,628 | $769K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 10,837 | $717K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -74.1% | 10,582 | $700K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 9,539 | $631K |
| Warren Street Wealth Advisors, LLC | 0.17% | No change | 9,052 | $599K |
| Verus Wealth Management, LLC | 0.55% | Reduce -1.6% | 8,950 | $592K |
| Opulen Financial Group LLC | 0.42% | Add +0.3% | 8,669 | $573K |
| Advisory Alpha, LLC | 0.02% | Add +122.6% | 8,496 | $562K |
| Operose Advisors LLC | 0.13% | Add +0.3% | 8,386 | $555K |
| Cwm, LLC | 0.00% | Reduce -0.8% | 8,378 | $554K |
| Single Point Partners, LLC | 0.11% | Add +0.1% | 8,217 | $544K |
| JPMorgan Chase & Co. | 0.00% | Add +110.9% | 7,812 | $517K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,555 | $500K |
| Front Row Advisors LLC | 0.16% | Reduce -2.5% | 7,186 | $475K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 6,811 | $451K |
| Denver Wealth Management, Inc. | 0.16% | Add +0.4% | 6,691 | $443K |
| HBW Advisory Services LLC | 0.04% | Add +1.8% | 6,129 | $405K |
| Hills Bank & Trust Co | 0.02% | Add +0.7% | 6,086 | $403K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.4% | 5,987 | $396K |
| Veridan Wealth LLC | 0.13% | Reduce -2.4% | 5,766 | $381K |
| Godfrey Financial Associates, Inc. | 0.33% | — | 5,694 | $377K |
| CreativeOne Wealth, LLC | 0.01% | Add +2.9% | 5,676 | $375K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,608 | $371K |
| Zhang Financial LLC | 0.01% | Add +0.0% | 5,491 | $363K |
| McClarren Financial Advisors, Inc. | 0.22% | Reduce -98.8% | 66 | $362K |
| Brave Asset Management Inc. | 0.08% | No change | 5,418 | $358K |
| Marshall Financial Group, LLC | 0.07% | Reduce -7.1% | 5,362 | $355K |
| Range Advisory, LLC | 0.09% | — | 5,217 | $345K |
| Novare Capital Management LLC | 0.03% | Add +2.0% | 5,193 | $344K |
| Horizon Wealth Management, LLC | 0.05% | Add +6.5% | 4,553 | $301K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.0% | 4,539 | $300K |
| SFG Wealth Management, LLC. | 0.11% | Add +27.6% | 4,303 | $285K |
| True Link Financial Advisors, LLC | 0.02% | New | 4,204 | $278K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +22.0% | 4,203 | $278K |
| LongView Asset Management LLC | 0.19% | Reduce -23.9% | 4,050 | $268K |
| NewEdge Advisors, LLC | 0.00% | Add +1.3% | 4,016 | $266K |
| Altfest L J & Co. Inc. | 0.03% | Add +0.1% | 3,975 | $263K |
| Thompson Davis & Co., Inc. | 0.15% | No change | 3,880 | $257K |
| SHP Wealth Management | 0.02% | — | 3,769 | $249K |
| Venture Visionary Partners LLC | 0.01% | Reduce -0.4% | 3,631 | $240K |
| Silver Oak Securities, Incorporated | 0.02% | Add +1.5% | 3,494 | $233K |
| Ethic Inc. | 0.00% | No change | 3,497 | $231K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.8% | 3,597 | $231K |
| Allworth Financial LP | 0.00% | Add +0.3% | 3,258 | $216K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | No change | 3,229 | $214K |
| Ameriprise Financial Inc. | 0.00% | New | 3,192 | $211K |
| Morgan Stanley | 0.00% | Reduce -87.9% | 3,178 | $210K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -10.9% | 3,082 | $204K |
| Wells Financial Advisors INC | 0.33% | No change | 2,610 | $173K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,488 | $165K |
| Valley National Advisers Inc. | 0.02% | No change | 1,873 | $123K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 1,567 | $104K |
| UBS Group AG | 0.00% | New | 1,123 | $74K |
| Milestone Investment Advisors LLC | 0.02% | Add +24.0% | 1,017 | $67K |
| FMR LLC | 0.00% | Add +0.3% | 983 | $65K |
| Rossby Financial, LCC | 0.02% | Add +57.6% | 908 | $60K |
| US Bancorp \de | 0.00% | No change | 672 | $44K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 630 | $42K |
| Citigroup Inc. | 0.00% | New | 495 | $33K |
| AlphaCore Capital LLC | 0.00% | New | 300 | $20K |
| Investors Portfolio Services LLC | 0.01% | — | 249 | $16K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -9.1% | 229 | $15K |
| Salomon & Ludwin, LLC | 0.00% | No change | 176 | $12K |
| Horizon Financial Services, LLC | 0.00% | No change | 113 | $7K |
| Capitol Family Office, Inc. | 0.01% | Reduce -5.0% | 94 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 65 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 7 | $463 |
"% 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.