SPDR S&P 500 ESG ETF (EFIV) Institutional Ownership Changes & 13F Activity

SPDR S&P 500 ESG ETF (EFIV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Blue Edge Capital, Llc, Bank Of America Corp, Seven Mile Advisory, Olde Wealth Management, Llc, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+515+0.6%90,608$6.61MQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-2,092-13.2%13,789$1.01MQ2 2026Aug 27, 2026
Blue Edge Capital, LlcBuy+96,46396,463$7.04MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+4,4854,485$327.09KQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+3,3073,307$241.18KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-572-1.0%54,253$3.96MQ2 2026Aug 17, 2026
Bank Of America CorpSell-23,368-40.6%34,198$2.49MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+9,792+32.5%39,899$2.91MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+7,867+185.5%12,107$882.96KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+7,4267,426$542.00KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-7,307-55.3%5,911$431.09KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+6,607+14.2%53,055$3.87MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+4,650+13.3%39,686$2.89MQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcSell-4,291-13.9%26,498$1.93MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-4,021-4.1%94,176$6.87MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+3,2063,206$233.81KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,159+5.4%22,523$1.64MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+1,0961,096$79.93KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-1,087-86.1%175$13.00KQ2 2026Aug 14, 2026
Retirement Capital StrategiesSell-348-0.2%156,774$11.43MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+328+2.3%14,794$1.08MQ2 2026Aug 14, 2026
Coastline Trust CoSell-295-2.0%14,408$1.05MQ2 2026Aug 14, 2026
Milestone Investment Advisors LlcBuy+175+8.6%2,200$160.45KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+8989$6.46KQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Sell-88-1.2%7,334$534.84KQ2 2026Aug 14, 2026
Seven Mile AdvisoryBuy+10,38010,380$757.01KQ2 2026Aug 13, 2026
Olde Wealth Management, LlcBuy+10,339+2.0%528,913$38.57MQ2 2026Aug 13, 2026
Mariner, LlcSell-6,899-49.1%7,158$522.03KQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,916+410.3%2,383$173.79KQ2 2026Aug 13, 2026
Huntington National BankBuy+1,338+4.2%32,933$2.40MQ2 2026Aug 13, 2026
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Frequently asked questions about EFIV activity

  • Which institutional owners are buying EFIV?

    Institutional owners buying EFIV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EFIV activity?

    "Buy" means an investor increased their reported position in EFIV compared to the prior reporting period. This reflects growing exposure to SPDR S&P 500 ESG ETF (EFIV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EFIV increasing?

    Institutional interest in EFIV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.