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SS Spdr S&P 500 ESG ETF (EFIV)

CUSIP: 78468R531 | NYSE | 235 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Tompkins Financial Corp419,195
2.2% of portfolio›$31.0M
Principal Financial Group Inc161,246
0.0% of portfolio›$11.9M
Laurel Wealth Planning LLC139,141
4.5% of portfolio›$10.3M
Systelligence, LLC115,234
2.2% of portfolio›$13.0M
GAM Holding AG75,715
0.5% of portfolio›$5.6M
Meitav Investment House LTD67,178
0.0% of portfolio›$5.0M
Gradient Investments LLC59,810
0.1% of portfolio›$4.4M
Birchbrook, Inc.47,756
1.7% of portfolio›$3.5M
Affiance Financial, LLC45,290
0.5% of portfolio›$3.4M
Larson Financial Group LLC41,242
0.1% of portfolio›$3.1M
MassMutual Private Wealth & Trust, FSB37,009
0.1% of portfolio›$2.7M
Armbruster Capital Management, Inc.35,345
0.4% of portfolio›$2.6M
Crestwood Advisors Group, LLC30,123
0.0% of portfolio›$2.2M
Commonwealth Equity Services, LLC29,752
0.0% of portfolio›$2.2M
Richard P Slaughter Associates Inc28,540
0.4% of portfolio›$2.1M
Gilbert Capital Group, Inc.27,889
1.5% of portfolio›$2.1M
Farther Finance Advisors, LLC26,480
0.0% of portfolio›$2.0M
Creative Planning24,625
0.0% of portfolio›$1.8M
Gerber Kawasaki Wealth & Investment Management22,228
0.0% of portfolio›$1.6M
R. W. Roge & Company, Inc.20,977
0.0% of portfolio›$1.6K
Basso Capital Management, L.P.17,334
0.3% of portfolio›$1.3M
J.Safra Asset Management Corp17,115
0.1% of portfolio›$1.3M
Schmidt P J Investment Management Inc15,885
0.2% of portfolio›$1.2M
Veracity Capital LLC12,917
0.3% of portfolio›$956.6K
Sage Advisory Services, Ltd.Co.11,693
0.5% of portfolio›$866.0K
Opulen Financial Group LLC10,635
0.5% of portfolio›$787.7K
Coastline Trust Co10,625
0.1% of portfolio›$786.9K
SAX Wealth Advisors, LLC10,415
0.0% of portfolio›$771.3K
Seven Mile Advisory10,380
0.5% of portfolio›$768.7K
FinArc Investments, Inc.9,427
0.6% of portfolio›$698.2K
Single Point Partners, LLC8,236
0.1% of portfolio›$610.0K
Verus Wealth Management, LLC7,650
0.4% of portfolio›$566.6K
Warren Street Wealth Advisors, LLC7,544
0.1% of portfolio›$558.7K
71 West Capital Partners7,473
0.0% of portfolio›$553.5K
HBW Advisory Services LLC7,090
0.1% of portfolio›$525.1K
AlphaCore Capital LLC5,915
0.0% of portfolio›$438.1K
Cannon Financial Strategists, Inc.5,768
0.0% of portfolio›$427.2K
True Link Financial Advisors, LLC5,644
0.0% of portfolio›$418.0K
Flagship Harbor Advisors, LLC5,551
0.0% of portfolio›$411.1K
McClarren Financial Advisors, Inc.5,490
0.2% of portfolio›$406.6K
Briggs Wealth Management, Inc5,019
0.3% of portfolio›$371.7K
SFG Wealth Management, Llc.4,783
0.1% of portfolio›$354.2K
Kestra Advisory Services, LLC4,733
0.0% of portfolio›$350.6K
Horizon Wealth Management, LLC4,676
0.0% of portfolio›$346.3K
Ethic Inc.3,648
0.0% of portfolio›$270.2K
Venture Visionary Partners LLC3,319
0.0% of portfolio›$245.8K
Cantor Fitzgerald Investment Advisors L.P.3,065
0.0% of portfolio›$227.0K
Sigma Planning Corp2,989
0.0% of portfolio›$221.4K
Saxon Interests, Inc.2,848
0.1% of portfolio›$210.9K
Sincerus Advisory, LLC2,776
0.1% of portfolio›$205.6K
Valley National Advisers Inc1,873
0.0% of portfolio›$138.7K
Tradewinds Capital Management, LLC1,778
0.0% of portfolio›$131.7K
Rossby Financial, LCC1,133
0.0% of portfolio›$83.9K
CX Institutional778
0.0% of portfolio›$58
Adirondack Trust Co595
0.0% of portfolio›$44.1K
Salomon & Ludwin, LLC383
0.0% of portfolio›$28.4K
SBI Securities Co., Ltd.354
0.0% of portfolio›$26.2K
Y.D. More Investments Ltd206
0.0% of portfolio›$15.3K
Horizon Financial Services, LLC113
0.0% of portfolio›$8.4K
StyleTurnoverLocationFiled
Tompkins Financial Corp
419,195$31.0M2.2%CoreLowIthaca, NY2026-10-05
Principal Financial Group Inc
161,246$11.9M0.0%CoreLowDes Moines, IA2026-11-02
Laurel Wealth Planning LLC
139,141$10.3M4.5%ETFLowEdina, MN2026-11-02
Systelligence, LLC
115,234$13.0M2.2%ETFHighBloomington, MN2026-11-05
GAM Holding AG
75,715$5.6M0.5%CoreMediumZurich, Switzerland2026-11-03
Meitav Investment House LTD
67,178$5.0M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Gradient Investments LLC
59,810$4.4M0.1%CoreMediumArden Hills, MN2026-10-08
Birchbrook, Inc.
47,756$3.5M1.7%ETFLowBangor, ME2026-10-14
Affiance Financial, LLC
45,290$3.4M0.5%ETFVery LowSt. Louis Park, MN2026-10-15
Larson Financial Group LLC
41,242$3.1M0.1%GrowthLowSt Louis, MO2026-11-05
MassMutual Private Wealth & Trust, FSB
37,009$2.7M0.1%CoreLowSpringfield, MA2026-10-05
Armbruster Capital Management, Inc.
35,345$2.6M0.4%ETFVery LowPittsford, NY2026-10-19
Crestwood Advisors Group, LLC
30,123$2.2M0.0%GrowthLowBoston, MA2026-10-27
Commonwealth Equity Services, LLC
29,752$2.2M0.0%ETFLowWaltham, MA2026-11-02
Richard P Slaughter Associates Inc
28,540$2.1M0.4%ETFMediumAustin, TX2026-10-13
Gilbert Capital Group, Inc.
27,889$2.1M1.5%ETFHighNorth Yarmouth, ME2026-10-28
Farther Finance Advisors, LLC
26,480$2.0M0.0%IndexLowSan Francisco, CA2026-10-08
Creative Planning
24,625$1.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Gerber Kawasaki Wealth & Investment Management
22,228$1.6M0.0%ETFLowSanta Monica, CA2026-10-29
R. W. Roge & Company, Inc.
20,977$1.6K0.0%ETFVery LowBohemia, NY2026-11-04
Basso Capital Management, L.P.
17,334$1.3M0.3%ETFMediumStamford, CT2026-10-30
J.Safra Asset Management Corp
17,115$1.3M0.1%ETFLowNew York, NY2026-11-03
Schmidt P J Investment Management Inc
15,885$1.2M0.2%GrowthVery LowCedarburg, WI2026-11-02
Veracity Capital LLC
12,917$956.6K0.3%GrowthLowAtlanta, GA2026-10-08
Sage Advisory Services, Ltd.Co.
11,693$866.0K0.5%ETFMediumAustin, TX2026-10-29
Opulen Financial Group LLC
10,635$787.7K0.5%ETFVery LowArlington, VA2026-10-22
Coastline Trust Co
10,625$786.9K0.1%GrowthVery LowProvidence, RI2026-10-01
SAX Wealth Advisors, LLC
10,415$771.3K0.0%ETFVery LowParsippany, NJ2026-10-13
Seven Mile Advisory
10,380$768.7K0.5%GrowthLowTallahassee, FL2026-10-22
FinArc Investments, Inc.
9,427$698.2K0.6%ValueLowNorwood, MA2026-10-14
Single Point Partners, LLC
8,236$610.0K0.1%ETFVery LowBoston, MA2026-10-19
Verus Wealth Management, LLC
7,650$566.6K0.4%ETFLowDe Pere, WI2026-10-13
Warren Street Wealth Advisors, LLC
7,544$558.7K0.1%ETFMediumIrvine, CA2026-11-04
71 West Capital Partners
7,473$553.5K0.0%IndexVery LowBoston, MA2026-11-04
HBW Advisory Services LLC
7,090$525.1K0.1%ETFMediumSimi Valley, CA2026-10-15
AlphaCore Capital LLC
5,915$438.1K0.0%ETFLowLa Jolla, CA2026-11-04
Cannon Financial Strategists, Inc.
5,768$427.2K0.0%ETFVery LowAthens, GA2026-10-19
True Link Financial Advisors, LLC
5,644$418.0K0.0%ETFLowSan Francisco, CA2026-10-27
Flagship Harbor Advisors, LLC
5,551$411.1K0.0%ETFMediumBoston, MA2026-10-26
McClarren Financial Advisors, Inc.
5,490$406.6K0.2%ETFMediumState College, PA2026-10-15
Briggs Wealth Management, Inc
5,019$371.7K0.3%ETFLowGlastonbury, CT2026-10-26
SFG Wealth Management, Llc.
4,783$354.2K0.1%ETFMediumTowson, MD2026-10-23
Kestra Advisory Services, LLC
4,733$350.6K0.0%CoreLowAustin, TX2026-11-02
Horizon Wealth Management, LLC
4,676$346.3K0.0%ETFVery HighLa Grange, IL2026-11-02
Ethic Inc.
3,648$270.2K0.0%CoreLowNew York, NY2026-11-03
Venture Visionary Partners LLC
3,319$245.8K0.0%CoreLowSylvania, OH2026-10-07
Cantor Fitzgerald Investment Advisors L.P.
3,065$227.0K0.0%YieldLowNew York, NY2026-10-21
Sigma Planning Corp
2,989$221.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Saxon Interests, Inc.
2,848$210.9K0.1%ETFMediumHouston, TX2026-10-26
Sincerus Advisory, LLC
2,776$205.6K0.1%ETFVery LowNew York, NY2026-10-09
Valley National Advisers Inc
1,873$138.7K0.0%ETFLowBethlehem, PA2026-10-23
Tradewinds Capital Management, LLC
1,778$131.7K0.0%ETFVery HighBellingham, WA2026-10-23
Rossby Financial, LCC
1,133$83.9K0.0%ETFMediumMelbourne, FL2026-11-05
CX Institutional
778$580.0%CoreMediumAuburn, IN2026-10-02
Adirondack Trust Co
595$44.1K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Salomon & Ludwin, LLC
383$28.4K0.0%ETFVery LowRichmond, VA2026-10-29
SBI Securities Co., Ltd.
354$26.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Y.D. More Investments Ltd
206$15.3K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Horizon Financial Services, LLC
113$8.4K0.0%ETFLowWinston Salem, NC2026-11-04