Who owns State Street SPDR S&P 500 ESG ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EFIV from SEC Form 13F filings across 143 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.
As of the 2026-06-30 reporting period, 143 institutions disclosed 6.3M shares of State Street SPDR S&P 500 ESG ETF worth $460.1M — about 41.9% of shares outstanding; the largest disclosed holder is Bank of Italy. Source: SEC Form 13F filings, parsed by EvidInvest.
143
13F holders
$460.1M
value, 2026 filers
41.9%
of shares outstanding (6.3M sh)
20
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 | Bank of Italy | 771,136 | $56.2M | 2.6% | 5.1% | 0.0% |
| 2 | Olde Wealth Management, LLC | 528,913 | $38.6M | 10.9% | 3.5% | +2.0% |
| 3 | TOMPKINS FINANCIAL CORP | 425,668 | $31.0M | 2.2% | 2.8% | +41.2% |
| 4 | Koss-Olinger Consulting, LLC | 407,529 | $29.7M | 2.3% | 2.7% | -1.2% |
| 5 | Baltimore-Washington Financial Advisors, Inc. | 403,748 | $29.4M | 1.1% | 2.7% | +0.3% |
| 6 | LPL Financial LLC | 346,408 | $25.3M | 0.0% | 2.3% | +7.5% |
| 7 | Systelligence, LLCNEW | 284,700 | $20.8M | 3.5% | 1.9% | new |
| 8 | Allworth Financial LP | 224,885 | $16.4M | 0.1% | 1.5% | +2.4% |
| 9 | PRINCIPAL FINANCIAL GROUP INC | 195,483 | $14.3M | 0.0% | 1.3% | +5.1% |
| 10 | SOA Wealth Advisors, LLC. | 165,919 | $12.1M | 2.0% | 1.1% | -1.8% |
| 11 | RETIREMENT CAPITAL STRATEGIES | 156,774 | $11.4M | 4.0% | 1% | -0.2% |
| 12 | Laurel Wealth Planning LLC | 155,404 | $11.3M | 5.0% | 1% | -1.7% |
| 13 | Private Advisor Group, LLC | 99,044 | $7.2M | 0.0% | 0.7% | -20.0% |
| 14 | Blue Edge Capital, LLCNEW | 96,463 | $7.0M | 0.8% | 0.6% | new |
| 15 | Financial Engines Advisors L.L.C. | 94,176 | $6.9M | 0.0% | 0.6% | -4.1% |
| 16 | Integrated Wealth Concepts LLC | 90,608 | $6.6M | 0.0% | 0.6% | +0.6% |
| 17 | GAM Holding AGNEW | 75,715 | $5.5M | 0.4% | 0.5% | new |
| 18 | Atomic Invest LLCNEW | 75,295 | $5.5M | 0.5% | 0.5% | new |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 70,134 | $5.1M | 0.0% | 0.5% | +10.3% |
| 20 | MEITAV INVESTMENT HOUSE LTD | 58,805 | $4.3M | 0.0% | 0.4% | +48.5% |
| 21 | Gradient Investments LLC | 58,090 | $4.2M | 0.1% | 0.4% | +3.8% |
| 22 | Equitable Holdings, Inc. | 54,253 | $4.0M | 0.0% | 0.4% | -1.0% |
| 23 | Bank of New York Mellon Corp | 53,172 | $3.9M | 0.0% | 0.4% | -0.1% |
| 24 | RAYMOND JAMES FINANCIAL INC | 53,055 | $3.9M | 0.0% | 0.4% | +14.2% |
| 25 | HighTower Advisors, LLC | 51,570 | $3.8M | 0.0% | 0.3% | +14.1% |
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.