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

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / S&P 500 ESG ETF
Total 13F shares
5,661,562
Share change
-1,525,181
Total reported value
$331,471,963
Price per share
$58.55
Number of holders
113
Value change
-$88,702,362
Number of buys
64
Number of sells
43

Institutional Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q2 2025

As of 30 Jun 2025 SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) had 113 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 5,661,562 shares of stock of the company.
Largest 10 holders included Provida Pension Fund Administrator, Bank of Italy, Koss-Olinger Consulting, LLC, Baltimore-Washington Financial Advisors, Inc., LPL Financial LLC, TOMPKINS FINANCIAL CORP, PRINCIPAL FINANCIAL GROUP INC, SOA Wealth Advisors, LLC., Laurel Wealth Planning LLC, and RETIREMENT CAPITAL STRATEGIES.
This table shows 113 institutional shareholders of the security as of 30 Jun 2025.
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.