Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / S&P 500 ESG ETF
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Number of holders
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45
-
Total shares
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2.36M
-
Shares change
-
+366K
-
Total reported value, excl. options
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$126M
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Value change
-
+$19.4M
-
Number of buys
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27
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Number of sells
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-13
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Price
-
$53.50
Significant Holders of SPDR SER TR - S&P 500 ESG ETF (EFIV) as of Q1 2025
49 filings reported holding EFIV - SPDR SER TR - S&P 500 ESG ETF as of Q1 2025.
SPDR SER TR - S&P 500 ESG ETF (EFIV) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.36M shares
.
Largest 10 shareholders include Bank of Italy (771K shares), Olde Wealth Management, LLC (245K shares), TOMPKINS FINANCIAL CORP (232K shares), PRINCIPAL FINANCIAL GROUP INC (225K shares), Laurel Wealth Planning LLC (198K shares), SOA Wealth Advisors, LLC. (155K shares), Farther Finance Advisors, LLC (114K shares), Gradient Investments LLC (66.2K shares), Bank of New York Mellon Corp (46.2K shares), and Armbruster Capital Management, Inc. (31.8K shares).
This table shows the top 45 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.