Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Total 13F shares
-
407,115
-
Share change
-
-1,633
-
Total reported value
-
$26,930,639
-
Price per share
-
$66.15
-
Number of holders
-
7
-
Value change
-
-$108,024
-
Number of buys
-
1
-
Number of sells
-
4
Institutional Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q4 2025
As of 31 Dec 2025 SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) had 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 407,115 shares of stock of the company.
Largest 9 holders included TOMPKINS FINANCIAL CORP, Gradient Investments LLC, Richard P Slaughter Associates Inc, Coastline Trust Co, SAX WEALTH ADVISORS, LLC, BRAVE ASSET MANAGEMENT INC, Marshall Financial Group, LLC, THOMPSON DAVIS & CO., INC., and HORIZON FINANCIAL SERVICES, LLC.
This table shows 9 institutional shareholders of the security as of 31 Dec 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.