SS SPDR S&P 500 ESG ETFEFIVETF
13F holders, Q1 2026 (March 31)133holders +10
16new positions
7sold out
$63.12avg. 13F price*
At the end of Q1 2026, 133 institutions reported holding SS SPDR S&P 500 ESG ETF (EFIV) in their 13F filings, up 10 from Q4 2025. 16 opened new positions and 7 sold out. The largest holders were Bank of Italy ($48.6M), Olde Wealth Management, LLC ($32.7M) and Koss-Olinger Consulting, LLC ($26.0M).
- Company
- SS SPDR S&P 500 ESG ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78468R531
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $15.1M |
| Exits | 7 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 725,752 shares bought and 213,610 shares sold, net +512,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Bank of Italy | 2.20% | No change | 771,136 | $48.6M |
| Olde Wealth Management, LLC | 10.35% | Add +6.3% | 518,574 | $32.7M |
| Koss-Olinger Consulting, LLC | 2.18% | Add +0.9% | 412,410 | $26.0M |
| Baltimore-Washington Financial Advisors, Inc. | 1.10% | Add +2.1% | 402,455 | $25.4M |
| LPL Financial LLC | 0.01% | Reduce -1.8% | 322,152 | $20.3M |
| Tompkins Financial Corp. | 1.51% | Add +4.6% | 301,366 | $19.0M |
| Allworth Financial LP | 0.06% | Add +6638.4% | 219,537 | $13.8M |
| Principal Financial Group Inc. | 0.01% | Add +20.8% | 186,007 | $11.7M |
| SOA Wealth Advisors, LLC. | 2.01% | Reduce -16.0% | 168,952 | $10.7M |
| Laurel Wealth Planning LLC | 5.26% | Reduce -1.3% | 158,051 | $10.0M |
| Retirement Capital Strategies | 3.75% | Reduce -1.1% | 157,122 | $9.9M |
| Private Advisor Group, LLC | 0.04% | Reduce -18.4% | 123,781 | $7.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +3.9% | 98,197 | $6.2M |
| Blue Edge Capital, LLC | 0.81% | Reduce -4.8% | 96,352 | $6.1M |
| Integrated Wealth Concepts LLC | 0.05% | Add +7.6% | 90,093 | $5.7M |
| GAM Holding AG | 0.42% | Reduce -50.0% | 75,715 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.3% | 63,606 | $4.0M |
| Bank of America Corp. | 0.00% | Add +51.3% | 57,566 | $3.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.1% | 54,825 | $3.6M |
| Gradient Investments LLC | 0.05% | Reduce -1.8% | 55,961 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Add +8.1% | 53,233 | $3.4M |
| Birchbrook, Inc. | 1.48% | Add +67.6% | 47,971 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.7% | 46,448 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +32.8% | 45,178 | $2.8M |
| Affiance Financial, LLC | 0.46% | New | 44,594 | $2.8M |
| Meitav Investment House Ltd. | 0.03% | Add +84.2% | 39,590 | $2.4M |
| MainStreet Investment Advisors LLC | 0.36% | New | 37,479 | $2.4M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | New | 37,479 | $2.4M |
| Armbruster Capital Management, Inc. | 0.37% | Add +12.0% | 35,616 | $2.2M |
| Larson Financial Group LLC | 0.07% | Add +6.4% | 35,036 | $2.2M |
| Seeds Investor LLC | 0.29% | Add +0.9% | 31,383 | $2.1M |
| Rogco, LP | 0.67% | New | 31,794 | $2.0M |
| Perennial Investment Advisors, LLC | 0.15% | Add +37.2% | 30,789 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 30,107 | $1.9M |
| Richard P Slaughter Associates Inc | 0.39% | Add +12.7% | 28,364 | $1.8M |
| Journey Strategic Wealth LLC | 0.04% | New | 27,726 | $1.7M |
| Gilbert Capital Group, Inc. | 1.34% | Reduce -6.0% | 27,485 | $1.7M |
| Savvy Advisors, Inc. | 0.04% | Add +1.2% | 25,524 | $1.6M |
| Creative Planning | 0.00% | Add +1.3% | 25,509 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.3% | 25,128 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +34.1% | 24,252 | $1.5M |
| Napier Financial, LLC | 0.34% | Reduce -6.4% | 23,310 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +95.1% | 22,689 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +8.3% | 21,364 | $1.3M |
| R. W. Roge & Company, Inc. | 0.63% | Add +1.9% | 21,071 | $1.3M |
| Capital Analysts, LLC | 0.03% | Add +7.4% | 20,831 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +171.8% | 21,229 | $1.3M |
| Crestwood Advisors Group, LLC | 0.02% | Add +46.1% | 20,224 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -5.8% | 19,931 | $1.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +20.3% | 20,000 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -8.1% | 17,996 | $1.1M |
| J.Safra Asset Management Corp | 0.06% | Add +0.1% | 16,825 | $1.1M |
| HRT Financial LP | 0.00% | New | 15,947 | $1.0M |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 15,881 | $1.0M |
| Retirement Income Solutions, Inc. | 0.16% | Reduce -1.0% | 15,138 | $955K |
| One Capital Management, LLC | 0.03% | Reduce -1.8% | 15,118 | $954K |
| Coastline Trust Co | 0.09% | Reduce -3.5% | 14,703 | $927K |
| Goldman Sachs Group Inc. | 0.00% | Add +36.7% | 14,466 | $913K |
| Mariner, LLC | 0.00% | Add +0.8% | 14,057 | $887K |
| Jane Street Group, LLC | 0.00% | New | 13,218 | $834K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.8% | 12,973 | $818K |
| Veracity Capital LLC | 0.28% | Add +0.1% | 12,356 | $779K |
| Sage Advisory Services, Ltd.Co. | 0.41% | Reduce -0.4% | 11,937 | $753K |
| Ellenbecker Investment Group | 0.10% | Reduce -0.1% | 11,729 | $740K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 10,837 | $717K |
| Schmidt P J Investment Management Inc. | 0.12% | Add +158.8% | 10,876 | $686K |
| FinArc Investments, Inc. | 0.59% | — | 9,745 | $615K |
| Advisory Alpha, LLC | 0.02% | Add +12.2% | 9,535 | $601K |
| Warren Street Wealth Advisors, LLC | 0.15% | Add +4.8% | 9,490 | $599K |
| Cwm, LLC | 0.00% | Add +12.2% | 9,398 | $593K |
| Verus Wealth Management, LLC | 0.52% | No change | 8,950 | $565K |
| Opulen Financial Group LLC | 0.39% | Add +0.3% | 8,691 | $548K |
| Operose Advisors LLC | 0.12% | Add +0.3% | 8,409 | $530K |
| Single Point Partners, LLC | 0.10% | Add +0.1% | 8,223 | $519K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,555 | $477K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +9.0% | 7,422 | $468K |
| Front Row Advisors LLC | 0.15% | Add +0.1% | 7,194 | $454K |
| Godfrey Financial Associates, Inc. | 0.39% | Add +26.3% | 7,193 | $454K |
| Zhang Financial LLC | 0.02% | Add +26.8% | 6,964 | $439K |
| Denver Wealth Management, Inc. | 0.15% | Add +3.2% | 6,908 | $436K |
| Marshall Financial Group, LLC | 0.06% | Add +12.8% | 6,047 | $381K |
| HBW Advisory Services LLC | 0.04% | Reduce -1.9% | 6,012 | $379K |
| Cannon Financial Strategists, Inc. | 0.05% | New | 5,755 | $363K |
| Hills Bank & Trust Co | 0.02% | Reduce -7.6% | 5,621 | $355K |
| Veridan Wealth LLC | 0.13% | Reduce -2.6% | 5,617 | $354K |
| Brave Asset Management Inc. | 0.08% | Add +3.6% | 5,615 | $354K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,608 | $354K |
| McClarren Financial Advisors, Inc. | 0.21% | Add +8218.2% | 5,490 | $346K |
| True Link Financial Advisors, LLC | 0.02% | Add +29.5% | 5,444 | $343K |
| Range Advisory, LLC | 0.06% | Reduce -0.3% | 5,203 | $328K |
| Novare Capital Management LLC | 0.03% | No change | 5,193 | $328K |
| Cape Ann Savings Bank | 0.16% | New | 5,060 | $319K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -12.4% | 4,973 | $314K |
| Briggs Wealth Management, Inc | 0.33% | New | 4,971 | $314K |
| MML Investors Services, LLC | 0.00% | New | 4,900 | $309K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.7% | 4,754 | $300K |
| SFG Wealth Management, LLC. | 0.12% | Add +10.4% | 4,751 | $300K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +52.2% | 4,691 | $296K |
| NewEdge Advisors, LLC | 0.00% | Add +13.6% | 4,560 | $288K |
| Horizon Wealth Management, LLC | 0.04% | Add +0.0% | 4,554 | $287K |
"% 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.