SS SPDR S&P 500 ESG ETFEFIVETF
13F holders, Q2 2026 (June 30)141holders +8
15new positions
5sold out
$72.87avg. 13F price*
At the end of Q2 2026, 141 institutions reported holding SS SPDR S&P 500 ESG ETF (EFIV) in their 13F filings, up 8 from Q1 2026. 15 opened new positions and 5 sold out. The largest holders were Bank of Italy ($56.2M), Olde Wealth Management, LLC ($38.6M) and Tompkins Financial Corp. ($31.0M).
- Company
- SS SPDR S&P 500 ESG ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78468R531
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $25.2M |
| Exits | 5 | $1.9M |
All 13F filers, Q1 2026 → Q2 2026: 625,315 shares bought and 143,174 shares sold, net +482,141 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| Bank of Italy | 2.56% | No change | 771,136 | $56.2M |
| Olde Wealth Management, LLC | 10.93% | Add +2.0% | 528,913 | $38.6M |
| Tompkins Financial Corp. | 2.17% | Add +41.3% | 425,668 | $31.0M |
| Koss-Olinger Consulting, LLC | 2.29% | Reduce -1.2% | 407,529 | $29.7M |
| Baltimore-Washington Financial Advisors, Inc. | 1.11% | Add +0.3% | 403,748 | $29.4M |
| LPL Financial LLC | 0.01% | Add +7.5% | 346,408 | $25.3M |
| Systelligence, LLC | 3.47% | New | 284,700 | $20.8M |
| Allworth Financial LP | 0.07% | Add +2.4% | 224,885 | $16.4M |
| Principal Financial Group Inc. | 0.01% | Add +5.1% | 195,483 | $14.3M |
| SOA Wealth Advisors, LLC. | 2.03% | Reduce -1.8% | 165,919 | $12.1M |
| Retirement Capital Strategies | 3.97% | Reduce -0.2% | 156,774 | $11.4M |
| Laurel Wealth Planning LLC | 5.01% | Reduce -1.7% | 155,404 | $11.3M |
| Private Advisor Group, LLC | 0.03% | Reduce -20.0% | 99,044 | $7.2M |
| Blue Edge Capital, LLC | 0.84% | Add +0.1% | 96,463 | $7.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.1% | 94,176 | $6.9M |
| Integrated Wealth Concepts LLC | 0.04% | Add +0.6% | 90,608 | $6.6M |
| GAM Holding AG | 0.42% | No change | 75,715 | $5.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.3% | 70,134 | $5.1M |
| Meitav Investment House Ltd. | 0.03% | Add +48.5% | 58,805 | $4.3M |
| Gradient Investments LLC | 0.06% | Add +3.8% | 58,090 | $4.2M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.0% | 54,253 | $4.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 53,172 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +14.2% | 53,055 | $3.9M |
| HighTower Advisors, LLC | 0.00% | Add +14.2% | 51,570 | $3.8M |
| Birchbrook, Inc. | 1.62% | Reduce -1.2% | 47,396 | $3.5M |
| Affiance Financial, LLC | 0.48% | Add +1.6% | 45,299 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +32.5% | 39,899 | $2.9M |
| Larson Financial Group LLC | 0.08% | Add +13.3% | 39,686 | $2.9M |
| MainStreet Investment Advisors LLC | 0.38% | Add +2.1% | 38,274 | $2.8M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Add +0.0% | 37,484 | $2.7M |
| Armbruster Capital Management, Inc. | 0.38% | Reduce -0.8% | 35,346 | $2.6M |
| Bank of America Corp. | 0.00% | Reduce -40.6% | 34,198 | $2.5M |
| Seeds Investor LLC | 0.25% | Add +6.0% | 33,274 | $2.4M |
| Rogco, LP | 0.71% | Add +0.0% | 31,802 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +31.3% | 29,783 | $2.2M |
| Richard P Slaughter Associates Inc | 0.43% | Add +4.9% | 29,764 | $2.2M |
| Savvy Advisors, Inc. | 0.04% | Add +12.1% | 28,600 | $2.1M |
| Gilbert Capital Group, Inc. | 1.39% | Reduce -0.8% | 27,253 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +34.4% | 26,781 | $2.0M |
| Perennial Investment Advisors, LLC | 0.13% | Reduce -13.9% | 26,498 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +2.0% | 25,625 | $1.9M |
| Creative Planning | 0.00% | Reduce -1.1% | 25,237 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 23,702 | $1.7M |
| Napier Financial, LLC | 0.35% | Reduce -0.7% | 23,155 | $1.7M |
| Crestwood Advisors Group, LLC | 0.02% | Add +12.9% | 22,832 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +5.4% | 22,523 | $1.6M |
| R. W. Roge & Company, Inc. | 0.65% | No change | 21,071 | $1.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +3.0% | 20,603 | $1.5M |
| Capital Analysts, LLC | 0.03% | Reduce -4.9% | 19,803 | $1.4M |
| Basso Capital Management, L.P. | 0.31% | New | 17,261 | $1.3M |
| J.Safra Asset Management Corp | 0.06% | Add +0.1% | 16,848 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.9% | 16,798 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -15.6% | 15,189 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.3% | 14,794 | $1.1M |
| Coastline Trust Co | 0.09% | Reduce -2.0% | 14,408 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -13.2% | 13,789 | $1.0M |
| One Capital Management, LLC | 0.03% | Add +0.2% | 15,150 | $956K |
| Retirement Income Solutions, Inc. | 0.16% | No change | 15,138 | $955K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 12,973 | $946K |
| Veracity Capital LLC | 0.25% | Add +4.5% | 12,909 | $941K |
| Susquehanna International Group, LLP | 0.00% | Add +185.5% | 12,107 | $883K |
| Sage Advisory Services, Ltd.Co. | 0.42% | Reduce -2.0% | 11,699 | $853K |
| Advisory Alpha, LLC | 0.02% | Add +17.8% | 11,229 | $819K |
| Schmidt P J Investment Management Inc. | 0.12% | Add +0.4% | 10,922 | $797K |
| Seven Mile Advisory | 0.51% | New | 10,380 | $757K |
| Opulen Financial Group LLC | 0.45% | Add +13.1% | 9,827 | $717K |
| FinArc Investments, Inc. | 0.63% | Reduce -2.0% | 9,551 | $697K |
| Godfrey Financial Associates, Inc. | 0.53% | Add +24.8% | 8,973 | $692K |
| Hills Bank & Trust Co | 0.03% | Add +65.4% | 9,299 | $678K |
| Warren Street Wealth Advisors, LLC | 0.15% | Reduce -2.8% | 9,224 | $673K |
| Single Point Partners, LLC | 0.11% | Add +0.1% | 8,230 | $600K |
| Verus Wealth Management, LLC | 0.46% | Reduce -14.5% | 7,650 | $558K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,555 | $551K |
| Thrivent Financial for Lutherans | 0.00% | New | 7,426 | $542K |
| Front Row Advisors LLC | 0.16% | Add +0.2% | 7,208 | $542K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -1.2% | 7,334 | $535K |
| Mariner, LLC | 0.00% | Reduce -49.1% | 7,158 | $522K |
| Zhang Financial LLC | 0.01% | Add +0.0% | 6,966 | $508K |
| Denver Wealth Management, Inc. | 0.14% | Reduce -0.0% | 6,907 | $504K |
| HBW Advisory Services LLC | 0.04% | Add +6.9% | 6,427 | $469K |
| Marshall Financial Group, LLC | 0.06% | Reduce -1.4% | 5,963 | $435K |
| Jane Street Group, LLC | 0.00% | Reduce -55.3% | 5,911 | $431K |
| Cape Ann Savings Bank | 0.20% | Add +16.1% | 5,877 | $429K |
| Cannon Financial Strategists, Inc. | 0.05% | No change | 5,755 | $420K |
| True Link Financial Advisors, LLC | 0.02% | Add +3.7% | 5,644 | $412K |
| Brave Asset Management Inc. | 0.09% | No change | 5,615 | $410K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,608 | $409K |
| Novare Capital Management LLC | 0.03% | Add +5.8% | 5,493 | $401K |
| McClarren Financial Advisors, Inc. | 0.21% | No change | 5,490 | $400K |
| Veridan Wealth LLC | 0.13% | Reduce -5.8% | 5,294 | $386K |
| Range Advisory, LLC | 0.05% | No change | 5,203 | $379K |
| Briggs Wealth Management, Inc | 0.33% | Add +1.0% | 5,019 | $366K |
| MML Investors Services, LLC | 0.00% | Add +1.4% | 4,966 | $362K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -3.7% | 4,788 | $349K |
| SFG Wealth Management, LLC. | 0.13% | Add +0.6% | 4,778 | $348K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 4,764 | $347K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +1.5% | 4,762 | $347K |
| Horizon Wealth Management, LLC | 0.04% | Add +2.5% | 4,669 | $341K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,618 | $337K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.6% | 4,485 | $327K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 4,485 | $327K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -52.8% | 5,112 | $322K |
| Ellenbecker Investment Group | 0.03% | Reduce -65.9% | 3,999 | $292K |
| Thompson Davis & Co., Inc. | 0.17% | No change | 3,880 | $283K |
| SHP Wealth Management | 0.02% | No change | 3,769 | $275K |
| Silver Oak Securities, Incorporated | 0.02% | No change | 3,532 | $258K |
| Ethic Inc. | 0.00% | No change | 3,497 | $255K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.3% | 3,416 | $249K |
| WNY Asset Management, LLC | 0.02% | No change | 3,307 | $241K |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 3,206 | $234K |
| Morgan Stanley | 0.00% | Reduce -0.0% | 3,177 | $232K |
| Venture Visionary Partners LLC | 0.01% | Reduce -13.6% | 3,130 | $228K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | New | 3,065 | $224K |
| Sigma Planning Corp | 0.01% | New | 3,011 | $220K |
| Altfest L J & Co. Inc. | 0.02% | Reduce -22.8% | 2,986 | $218K |
| Fiera Capital Corp | 0.00% | New | 2,863 | $209K |
| Saxon Interests, Inc. | 0.06% | New | 2,848 | $208K |
| Sincerus Advisory, LLC | 0.14% | New | 2,790 | $203K |
| Harbour Investments, Inc. | 0.00% | Add +5.3% | 2,491 | $182K |
| UBS Group AG | 0.00% | Add +410.3% | 2,383 | $174K |
| Milestone Investment Advisors LLC | 0.03% | Add +8.6% | 2,200 | $160K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,911 | $139K |
| Valley National Advisers Inc. | 0.02% | No change | 1,873 | $137K |
| Tradewinds Capital Management, LLC | 0.02% | Add +5.6% | 1,765 | $129K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,188 | $87K |
| Rossby Financial, LCC | 0.02% | Reduce -2.7% | 1,133 | $83K |
| Fiduciary Financial Advisors | 0.01% | New | 1,096 | $80K |
| FMR LLC | 0.00% | Add +8.1% | 1,063 | $78K |
| US Bancorp \de | 0.00% | No change | 672 | $49K |
| Salomon & Ludwin, LLC | 0.00% | No change | 383 | $28K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.7% | 355 | $26K |
| Investors Portfolio Services LLC | 0.02% | No change | 339 | $25K |
| AlphaCore Capital LLC | 0.00% | No change | 300 | $22K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 179 | $13K |
| Royal Bank of Canada | 0.00% | Reduce -86.1% | 175 | $13K |
| Horizon Financial Services, LLC | 0.00% | No change | 113 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Add +46.1% | 95 | $7K |
| Capitol Family Office, Inc. | 0.01% | No change | 94 | $7K |
| IFG Advisory, LLC | 0.00% | New | 89 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 7 | $511 |
| Vanguard Advisers Inc. | 0.00% | No change | 1 | $73 |
"% 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.