SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV)

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / S&P 500 ESG ETF
Total 13F shares
7,423,315
Share change
-838,661
Total reported value
$397,047,198
Price per share
$53.50
Number of holders
112
Value change
-$45,434,134
Number of buys
58
Number of sells
42

Institutional Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q1 2025

As of 31 Mar 2025, SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) was held by 112 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,423,315 shares. The largest 10 holders included Provida Pension Fund Administrator, Bank of Italy, Koss-Olinger Consulting, LLC, Baltimore-Washington Financial Advisors, Inc., LPL Financial LLC, Olde Wealth Management, LLC, TOMPKINS FINANCIAL CORP, PRINCIPAL FINANCIAL GROUP INC, RETIREMENT CAPITAL STRATEGIES, and Laurel Wealth Planning LLC. This page lists 113 institutional shareholders reporting positions in this security for the Q1 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.