Who owns State Street SPDR S&P 500 ESG ETF?
Institutional ownership of EFIV from SEC Form 13F filings across 77 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
77
13F holders
$161.1M
value, 2026 filers
14.8%
of shares outstanding (2.2M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of EFIV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 346,408 | $25.3M | 0.0% | 2.3% | +7.5% |
| 2 | Allworth Financial LP | 224,885 | $16.4M | 0.1% | 1.5% | +2.4% |
| 3 | PRINCIPAL FINANCIAL GROUP INC | 195,483 | $14.3M | 0.0% | 1.3% | +5.1% |
| 4 | Integrated Wealth Concepts LLC | 168,570 | $12.3M | 0.1% | 1.1% | +87.1% |
| 5 | SOA Wealth Advisors, LLC. | 165,919 | $12.1M | 2.0% | 1.1% | -1.8% |
| 6 | Laurel Wealth Planning LLC | 155,404 | $11.3M | 5.0% | 1% | -1.7% |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 70,134 | $5.1M | 0.0% | 0.5% | +10.3% |
| 8 | Bank of New York Mellon Corp | 53,172 | $3.9M | 0.0% | 0.4% | -0.1% |
| 9 | RAYMOND JAMES FINANCIAL INC | 53,055 | $3.9M | 0.0% | 0.4% | +14.2% |
| 10 | HighTower Advisors, LLC | 51,570 | $3.8M | 0.0% | 0.3% | +14.1% |
| 11 | BIRCHBROOK, INC. | 47,396 | $3.5M | 1.6% | 0.3% | -1.2% |
| 12 | WELLS FARGO & COMPANY/MN | 39,899 | $2.9M | 0.0% | 0.3% | +32.5% |
| 13 | Larson Financial Group LLC | 39,686 | $2.9M | 0.1% | 0.3% | +13.3% |
| 14 | MassMutual Private Wealth & Trust, FSB | 37,484 | $2.7M | 0.1% | 0.2% | 0.0% |
| 15 | BANK OF AMERICA CORP /DE/ | 34,198 | $2.5M | 0.0% | 0.2% | -40.6% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 29,783 | $2.2M | 0.0% | 0.2% | +31.3% |
| 17 | Richard P Slaughter Associates Inc | 29,764 | $2.2M | 0.4% | 0.2% | +4.9% |
| 18 | Savvy Advisors, Inc. | 28,600 | $2.1M | 0.0% | 0.2% | +12.1% |
| 19 | Perennial Investment Advisors, LLC | 26,498 | $1.9M | 0.1% | 0.2% | -13.9% |
| 20 | Stratos Wealth Partners, LTD. | 25,625 | $1.9M | 0.0% | 0.2% | +2.0% |
| 21 | Creative Planning | 25,237 | $1.8M | 0.0% | 0.2% | -1.1% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 23,702 | $1.7M | 0.0% | 0.2% | -2.3% |
| 23 | Napier Financial, LLC | 23,155 | $1.7M | 0.4% | 0.2% | -0.7% |
| 24 | Crestwood Advisors Group, LLC | 22,832 | $1.7M | 0.0% | 0.2% | +12.9% |
| 25 | OSAIC HOLDINGS, INC. | 22,523 | $1.6M | 0.0% | 0.1% | +5.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.