EFIV Institutional Ownership & Shareholders
SPDR S&P 500 ESG ETF (EFIV) is currently held by 142 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $385.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Olde Wealth Management, Llc is currently the largest disclosed institutional shareholder of EFIV tracked by InsiderSet, reporting ownership valued at approximately $38.57M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $38.49M, representing an estimated loss of -0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed EFIV value among the investors covered in this analysis. Major shareholders include Olde Wealth Management, Llc, Tompkins Financial Corp, Koss-Olinger Consulting, Llc, and several other long-term asset managers with concentrated positions in SPDR S&P 500 ESG ETF (EFIV).
This page ranks the largest institutional EFIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
142
Total Reported Value
$385.19M
Largest Holder
Olde Wealth Management, Llc
Largest Position
$38.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Olde Wealth Management, Llc | 10.93% | 528,913 | $38,573,000 | $38,494,288 | -$78,712 | -0.20% | |
| Tompkins Financial Corp | 2.19% | 419,195 | $31,045,582 | $30,509,012 | -$536,570 | -1.73% | |
| Koss-Olinger Consulting, Llc | 2.29% | 407,529 | $29,721,063 | $29,659,961 | -$61,102 | -0.21% | |
| Baltimore-Washington Financial Advisors, Inc. | 1.10% | 403,748 | $29,445,351 | $29,384,779 | -$60,572 | -0.21% | |
| Lpl Financial Llc | 0.01% | 346,408 | $25,263,567 | $25,211,574 | -$51,993 | -0.21% | |
| Systelligence, Llc | 3.47% | 284,700 | $20,763,171 | $20,720,466 | -$42,705 | -0.21% | |
| Allworth Financial Lp | 0.07% | 224,885 | $16,400,884 | $16,367,130 | -$33,754 | -0.21% | |
| Soa Wealth Advisors, Llc. | 2.03% | 165,919 | $12,087,395 | $12,075,585 | -$11,810 | -0.10% | |
| Principal Financial Group Inc | 0.01% | 161,246 | $11,941,879 | $11,735,484 | -$206,395 | -1.73% | |
| Retirement Capital Strategies | 3.97% | 156,774 | $11,433,528 | $11,410,012 | -$23,516 | -0.21% | |
| Laurel Wealth Planning Llc | 4.48% | 139,141 | $10,304,783 | $10,126,682 | -$178,101 | -1.73% | |
| Private Advisor Group, Llc | 0.03% | 99,044 | $7,223,276 | $7,208,422 | -$14,854 | -0.21% | |
| Blue Edge Capital, Llc | 0.84% | 96,463 | $7,035,047 | $7,020,577 | -$14,470 | -0.21% | |
| Financial Engines Advisors L.L.C. | 0.01% | 94,176 | $6,868,241 | $6,854,129 | -$14,112 | -0.21% | |
| Integrated Wealth Concepts Llc | 0.04% | 90,608 | $6,608,030 | $6,594,450 | -$13,580 | -0.21% | |
| Meitav Investment House Ltd | 0.03% | 67,178 | $4,984,863 | $4,889,215 | -$95,648 | -1.92% | |
| Gradient Investments Llc | 0.06% | 59,810 | $4,429,534 | $4,352,972 | -$76,562 | -1.73% | |
| Equitable Holdings, Inc. | 0.02% | 54,253 | $3,956,695 | $3,948,533 | -$8,162 | -0.21% | |
| Bank Of New York Mellon Corp | 0.00% | 53,172 | $3,877,825 | $3,869,858 | -$7,967 | -0.21% | |
| Raymond James Financial Inc | 0.00% | 53,055 | $3,869,301 | $3,861,343 | -$7,958 | -0.21% | |
| Birchbrook, Inc. | 1.69% | 47,756 | $3,536,814 | $3,475,682 | -$61,132 | -1.73% | |
| Affiance Financial, Llc | 0.48% | 45,290 | $3,354,182 | $3,296,206 | -$57,976 | -1.73% | |
| Wells Fargo & Company/Mn | 0.00% | 39,899 | $2,909,862 | $2,903,849 | -$6,013 | -0.21% | |
| Larson Financial Group Llc | 0.08% | 39,686 | $2,894,302 | $2,888,347 | -$5,955 | -0.21% | |
| Mainstreet Investment Advisors Llc | 0.38% | 38,274 | $2,791,323 | $2,785,582 | -$5,741 | -0.21% | |
| Massmutual Private Wealth & Trust, Fsb | 0.07% | 37,009 | $2,740,887 | $2,693,515 | -$47,372 | -1.73% | |
| Armbruster Capital Management, Inc. | 0.39% | 35,345 | $2,617,651 | $2,572,409 | -$45,242 | -1.73% | |
| Bank Of America Corp | 0.00% | 34,198 | $2,494,061 | $2,488,930 | -$5,131 | -0.21% | |
| Seeds Investor Llc | 0.25% | 33,274 | $2,426,647 | $2,421,682 | -$4,965 | -0.20% | |
| Huntington National Bank | 0.01% | 32,933 | $2,401,849 | $2,396,864 | -$4,985 | -0.21% | |
| Rogco, Lp | 0.71% | 31,802 | $2,319,320 | $2,314,550 | -$4,770 | -0.21% | |
| Crestwood Advisors Group, Llc | 0.03% | 30,123 | $2,230,945 | $2,192,352 | -$38,593 | -1.73% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,752 | $2,203,420 | $2,165,351 | -$38,069 | -1.73% | |
| Richard P Slaughter Associates Inc | 0.42% | 28,540 | $2,113,648 | $2,077,141 | -$36,507 | -1.73% | |
| Savvy Advisors, Inc. | 0.04% | 28,600 | $2,085,798 | $2,081,508 | -$4,290 | -0.21% | |
| Gilbert Capital Group, Inc. | 1.45% | 27,889 | $2,065,466 | $2,029,761 | -$35,705 | -1.73% | |
| Farther Finance Advisors, Llc | 0.01% | 26,480 | $1,961,080 | $1,927,214 | -$33,866 | -1.73% | |
| Perennial Investment Advisors, Llc | 0.13% | 26,498 | $1,932,513 | $1,928,524 | -$3,989 | -0.21% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 25,625 | $1,868,904 | $1,864,988 | -$3,917 | -0.21% | |
| Creative Planning | 0.00% | 24,625 | $1,823,714 | $1,792,208 | -$31,507 | -1.73% | |
| Journey Strategic Wealth Llc | 0.04% | 27,726 | $1,748,946 | $2,017,898 | +$268,952 | +15.38% | |
| Envestnet Asset Management Inc | 0.00% | 23,702 | $1,728,578 | $1,725,032 | -$3,546 | -0.21% | |
| Napier Financial, Llc | 0.35% | 23,155 | $1,688,696 | $1,685,221 | -$3,475 | -0.21% | |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | 22,228 | $1,646,260 | $1,617,754 | -$28,506 | -1.73% | |
| Osaic Holdings, Inc. | 0.00% | 22,523 | $1,642,853 | $1,639,224 | -$3,629 | -0.22% | |
| R. W. Roge & Company, Inc. | 0.65% | 21,071 | $1,536,000 | $1,533,547 | -$2,453 | -0.16% | |
| Capital Analysts, Llc | 0.03% | 19,803 | $1,445,000 | $1,441,262 | -$3,738 | -0.26% | |
| Basso Capital Management, L.P. | 0.30% | 17,334 | $1,283,737 | $1,261,569 | -$22,168 | -1.73% | |
| J.Safra Asset Management Corp | 0.06% | 16,848 | $1,228,756 | $1,226,197 | -$2,559 | -0.21% | |
| Jpmorgan Chase & Co | 0.00% | 16,798 | $1,217,518 | $1,222,558 | +$5,040 | +0.41% |
Frequently asked questions about EFIV
Who are the largest institutional holders of EFIV?
The largest institutional holders of EFIV reported in the latest SEC Form 13F filings include Olde Wealth Management, Llc, Tompkins Financial Corp, Koss-Olinger Consulting, Llc, Baltimore-Washington Financial Advisors, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported EFIV position.
What is EFIV institutional ownership?
This page tracks EFIV positions reported by institutional investment managers through SEC Form 13F. SPDR S&P 500 ESG ETF (EFIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EFIV?
InsiderSet currently tracks 142 institutional managers reporting EFIV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EFIV shareholders.
How much EFIV stock do institutions own?
Institutional investment managers disclosed approximately $385.19M in EFIV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EFIV institutional ownership last updated?
The latest EFIV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EFIV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EFIV position after the reporting date.
Are institutions buying or selling EFIV?
Institutional buying and selling can be analyzed by comparing EFIV positions across consecutive 13F reporting periods. InsiderSet's EFIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EFIV ownership changes.
How has EFIV institutional ownership changed over time?
InsiderSet tracks EFIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.