SPDR S&P 500 ESG ETF (EFIV) Institutional Shareholders
SPDR S&P 500 ESG ETF (EFIV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $383.85M in EFIV holdings during the latest filing period.
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 $38.62M, representing an estimated gain of +0.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% 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
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
107
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 | $38,621,227 | +$48,227 | +0.13% | |
| Tompkins Financial Corp | 2.17% | 425,668 | $31,043,967 | $31,082,277 | +$38,310 | +0.12% | |
| Koss-Olinger Consulting, Llc | 2.29% | 407,529 | $29,721,063 | $29,757,768 | +$36,705 | +0.12% | |
| Baltimore-Washington Financial Advisors, Inc. | 1.10% | 403,748 | $29,445,351 | $29,481,679 | +$36,328 | +0.12% | |
| Lpl Financial Llc | 0.01% | 346,408 | $25,263,567 | $25,294,712 | +$31,145 | +0.12% | |
| Systelligence, Llc | 3.47% | 284,700 | $20,763,171 | $20,788,794 | +$25,623 | +0.12% | |
| Allworth Financial Lp | 0.07% | 224,885 | $16,400,884 | $16,421,103 | +$20,219 | +0.12% | |
| Principal Financial Group Inc | 0.01% | 195,483 | $14,256,575 | $14,274,169 | +$17,594 | +0.12% | |
| Soa Wealth Advisors, Llc. | 2.03% | 165,919 | $12,087,395 | $12,115,405 | +$28,010 | +0.23% | |
| Retirement Capital Strategies | 3.97% | 156,774 | $11,433,528 | $11,447,637 | +$14,109 | +0.12% | |
| Laurel Wealth Planning Llc | 5.01% | 155,404 | $11,333,614 | $11,347,600 | +$13,986 | +0.12% | |
| Private Advisor Group, Llc | 0.03% | 99,044 | $7,223,276 | $7,232,193 | +$8,917 | +0.12% | |
| Blue Edge Capital, Llc | 0.84% | 96,463 | $7,035,047 | $7,043,728 | +$8,681 | +0.12% | |
| Financial Engines Advisors L.L.C. | 0.01% | 94,176 | $6,868,241 | $6,876,732 | +$8,491 | +0.12% | |
| Integrated Wealth Concepts Llc | 0.04% | 90,608 | $6,608,030 | $6,616,196 | +$8,166 | +0.12% | |
| Meitav Investment House Ltd | 0.03% | 58,805 | $4,265,246 | $4,293,941 | +$28,695 | +0.67% | |
| Gradient Investments Llc | 0.06% | 58,090 | $4,236,490 | $4,241,732 | +$5,242 | +0.12% | |
| Equitable Holdings, Inc. | 0.02% | 54,253 | $3,956,695 | $3,961,554 | +$4,859 | +0.12% | |
| Bank Of New York Mellon Corp | 0.00% | 53,172 | $3,877,825 | $3,882,619 | +$4,794 | +0.12% | |
| Raymond James Financial Inc | 0.00% | 53,055 | $3,869,301 | $3,874,076 | +$4,775 | +0.12% | |
| Birchbrook, Inc. | 1.62% | 47,396 | $3,456,589 | $3,460,856 | +$4,267 | +0.12% | |
| Affiance Financial, Llc | 0.48% | 45,299 | $3,303,716 | $3,307,733 | +$4,017 | +0.12% | |
| Wells Fargo & Company/Mn | 0.00% | 39,899 | $2,909,862 | $2,913,425 | +$3,563 | +0.12% | |
| Larson Financial Group Llc | 0.08% | 39,686 | $2,894,302 | $2,897,872 | +$3,570 | +0.12% | |
| Mainstreet Investment Advisors Llc | 0.38% | 38,274 | $2,791,323 | $2,794,767 | +$3,444 | +0.12% | |
| Massmutual Private Wealth & Trust, Fsb | 0.07% | 37,484 | $2,733,708 | $2,737,082 | +$3,374 | +0.12% | |
| Armbruster Capital Management, Inc. | 0.38% | 35,346 | $2,577,784 | $2,580,965 | +$3,181 | +0.12% | |
| Bank Of America Corp | 0.00% | 34,198 | $2,494,061 | $2,497,138 | +$3,077 | +0.12% | |
| Seeds Investor Llc | 0.25% | 33,274 | $2,426,647 | $2,429,667 | +$3,020 | +0.12% | |
| Huntington National Bank | 0.01% | 32,933 | $2,401,849 | $2,404,768 | +$2,919 | +0.12% | |
| Rogco, Lp | 0.71% | 31,802 | $2,319,320 | $2,322,182 | +$2,862 | +0.12% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,783 | $2,172,080 | $2,174,755 | +$2,675 | +0.12% | |
| Richard P Slaughter Associates Inc | 0.43% | 29,764 | $2,170,689 | $2,173,367 | +$2,678 | +0.12% | |
| Savvy Advisors, Inc. | 0.04% | 28,600 | $2,085,798 | $2,088,372 | +$2,574 | +0.12% | |
| Gilbert Capital Group, Inc. | 1.39% | 27,253 | $1,987,559 | $1,990,014 | +$2,455 | +0.12% | |
| Farther Finance Advisors, Llc | 0.02% | 26,781 | $1,952,263 | $1,955,549 | +$3,286 | +0.17% | |
| Perennial Investment Advisors, Llc | 0.13% | 26,498 | $1,932,513 | $1,934,884 | +$2,371 | +0.12% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 25,625 | $1,868,904 | $1,871,138 | +$2,234 | +0.12% | |
| Journey Strategic Wealth Llc | 0.04% | 27,726 | $1,748,946 | $2,024,553 | +$275,607 | +15.76% | |
| Envestnet Asset Management Inc | 0.00% | 23,702 | $1,728,578 | $1,730,720 | +$2,142 | +0.12% | |
| Napier Financial, Llc | 0.35% | 23,155 | $1,688,696 | $1,690,778 | +$2,082 | +0.12% | |
| Crestwood Advisors Group, Llc | 0.02% | 22,832 | $1,665,154 | $1,667,193 | +$2,039 | +0.12% | |
| Osaic Holdings, Inc. | 0.00% | 22,523 | $1,642,853 | $1,644,629 | +$1,776 | +0.11% | |
| R. W. Roge & Company, Inc. | 0.65% | 21,071 | $1,536,000 | $1,538,604 | +$2,604 | +0.17% | |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | 20,603 | $1,502,640 | $1,504,431 | +$1,791 | +0.12% | |
| Capital Analysts, Llc | 0.03% | 19,803 | $1,445,000 | $1,446,015 | +$1,015 | +0.07% | |
| Basso Capital Management, L.P. | 0.31% | 17,261 | $1,258,834 | $1,260,398 | +$1,564 | +0.12% | |
| J.Safra Asset Management Corp | 0.06% | 16,848 | $1,228,756 | $1,230,241 | +$1,485 | +0.12% | |
| Jpmorgan Chase & Co | 0.00% | 16,798 | $1,217,518 | $1,226,590 | +$9,072 | +0.75% | |
| Cetera Investment Advisers | 0.00% | 15,189 | $1,107,734 | $1,109,101 | +$1,367 | +0.12% |
Frequently asked questions about EFIV
Who owns the most EFIV stock?
The largest holders of EFIV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P 500 ESG ETF (EFIV).
Is EFIV widely held by superinvestors?
Many widely followed stocks like EFIV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EFIV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.