SPDR S&P 500 ESG ETF (EFIV) Institutional Ownership and Insiders Activity
SPDR S&P 500 ESG ETF (EFIV) is widely held by institutional investors, with 139 firms reporting positions valued at approximately $383.85M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Olde Wealth Management, Llc is the largest disclosed holder, reporting approximately $38.57M in EFIV holdings in its latest filing.
Institutional Holders
139
Total Reported Value
$383.85M
Largest Holder
Olde Wealth Management, Llc
Largest Position
$38.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
12
Top Institutional Owners
View allInvestorReported Balance
- Olde Wealth Management, Llc$38.57M
- Tompkins Financial Corp$31.04M
- Koss-Olinger Consulting, Llc$29.72M
- Baltimore-Washington Financial Advisors, Inc.$29.45M
- Lpl Financial Llc$25.26M
EFIV News
All news- Bank of Italy Portfolio Concentration Analysis: High Allocation in Key Holdings
Aug 3, 2026 · valut.ai