EFIV Institutional Ownership
State Street SPDR S&P 500 ESG ETF
1W: +0.1%
1M: +0.0%
3M: +3.0%
YTD: +12.6%
1Y: +17.1%
3Y: +85.6%
5Y: +89.6%
$74.74
+0.43 (+0.58%)
Weekly Expected Move ±1.5%
$72
$74
$75
$76
$77
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EFIV
149
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
460M
Total Invested
15
New Positions
60
Increased
47
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (154 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bank of Italy | 771,136 | $58M | — | +0.0% | 19Q | SEC ↗ |
| 2 | Olde Wealth Management, LLC | 528,913 | $40M | +10,339 | +2.0% | 4Q | SEC ↗ |
| 3 | TOMPKINS FINANCIAL CORP | 425,668 | $32M | +124,302 | +41.2% | 7Q | SEC ↗ |
| 4 | Koss-Olinger Consulting, LLC | 407,529 | $30M | -4,881 | -1.2% | 9Q | SEC ↗ |
| 5 | Baltimore-Washington Financial Advisor | 403,748 | $30M | +1,293 | +0.3% | 24Q | SEC ↗ |
| 6 | LPL Financial LLC | 346,408 | $26M | +24,256 | +7.5% | 23Q | SEC ↗ |
| 7 | Systelligence, LLC NEW | 284,700 | $21M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Allworth Financial LP | 224,885 | $17M | +5,348 | +2.4% | 14Q | SEC ↗ |
| 9 | PRINCIPAL FINANCIAL GROUP INC | 195,483 | $15M | +9,476 | +5.1% | 18Q | SEC ↗ |
| 10 | SOA Wealth Advisors, LLC. | 165,919 | $12M | -3,033 | -1.8% | 11Q | SEC ↗ |
| 11 | RETIREMENT CAPITAL STRATEGIES | 156,774 | $12M | -348 | -0.2% | 13Q | SEC ↗ |
| 12 | Laurel Wealth Planning LLC | 155,404 | $12M | -2,647 | -1.7% | 11Q | SEC ↗ |
| 13 | Private Advisor Group, LLC | 99,044 | $7M | -24,737 | -20.0% | 18Q | SEC ↗ |
| 14 | Blue Edge Capital, LLC | 96,463 | $7M | +111 | +0.1% | 19Q | SEC ↗ |
| 15 | Financial Engines Advisors L.L.C. | 94,176 | $7M | -4,021 | -4.1% | 18Q | SEC ↗ |
| 16 | Integrated Wealth Concepts LLC | 90,608 | $7M | +515 | +0.6% | 18Q | SEC ↗ |
| 17 | GAM Holding AG | 75,715 | $6M | — | +0.0% | 3Q | SEC ↗ |
| 18 | Atomic Invest LLC | 75,295 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 70,134 | $5M | +6,528 | +10.3% | 16Q | SEC ↗ |
| 20 | MEITAV INVESTMENT HOUSE LTD | 58,805 | $4M | +19,215 | +48.5% | 6Q | SEC ↗ |
| 21 | Gradient Investments LLC | 58,090 | $4M | +2,129 | +3.8% | 16Q | SEC ↗ |
| 22 | Equitable Holdings, Inc. | 54,253 | $4M | -572 | -1.0% | 12Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 53,172 | $4M | -61 | -0.1% | 12Q | SEC ↗ |
| 24 | RAYMOND JAMES FINANCIAL INC | 53,055 | $4M | +6,607 | +14.2% | 7Q | SEC ↗ |
| 25 | HighTower Advisors, LLC | 51,570 | $4M | +6,392 | +14.1% | 17Q | SEC ↗ |
| 26 | BIRCHBROOK, INC. | 47,396 | $4M | -575 | -1.2% | 6Q | SEC ↗ |
| 27 | Affiance Financial, LLC | 45,299 | $3M | +705 | +1.6% | 2Q | SEC ↗ |
| 28 | WELLS FARGO & COMPANY/MN | 39,899 | $3M | +9,792 | +32.5% | 16Q | SEC ↗ |
| 29 | Larson Financial Group LLC | 39,686 | $3M | +4,650 | +13.3% | 8Q | SEC ↗ |
| 30 | MainStreet Investment Advisors LLC | 38,274 | $3M | +795 | +2.1% | 2Q | SEC ↗ |
| 31 | MassMutual Private Wealth & Trust, FSB | 37,484 | $3M | +5 | +0.0% | 2Q | SEC ↗ |
| 32 | Armbruster Capital Management, Inc. | 35,346 | $3M | -270 | -0.8% | 18Q | SEC ↗ |
| 33 | BANK OF AMERICA CORP /DE | 34,198 | $3M | -23,368 | -40.6% | 15Q | SEC ↗ |
| 34 | SEEDS INVESTOR LLC | 33,274 | $2M | +1,891 | +6.0% | 11Q | SEC ↗ |
| 35 | ROGCO, LP | 31,802 | $2M | +8 | +0.0% | 2Q | SEC ↗ |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 29,783 | $2M | +7,094 | +31.3% | 13Q | SEC ↗ |
| 37 | Richard P Slaughter Associates Inc | 29,764 | $2M | +1,400 | +4.9% | 6Q | SEC ↗ |
| 38 | Savvy Advisors, Inc. | 28,600 | $2M | +3,076 | +12.1% | 5Q | SEC ↗ |
| 39 | JOURNEY STRATEGIC WEALTH LLC NEW | 27,726 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Gilbert Capital Group, Inc. | 27,253 | $2M | -232 | -0.8% | 5Q | SEC ↗ |
| 41 | Farther Finance Advisors, LLC | 26,781 | $2M | +6,850 | +34.4% | 6Q | SEC ↗ |
| 42 | Perennial Investment Advisors, LLC | 26,498 | $2M | -4,291 | -13.9% | 9Q | SEC ↗ |
| 43 | Stratos Wealth Partners, LTD. | 25,625 | $2M | +497 | +2.0% | 18Q | SEC ↗ |
| 44 | Creative Planning | 25,237 | $2M | -272 | -1.1% | 3Q | SEC ↗ |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 23,702 | $2M | -550 | -2.3% | 19Q | SEC ↗ |
| 46 | Napier Financial, LLC | 23,155 | $2M | -155 | -0.7% | 3Q | SEC ↗ |
| 47 | Crestwood Advisors Group, LLC | 22,832 | $2M | +2,608 | +12.9% | 5Q | SEC ↗ |
| 48 | OSAIC HOLDINGS, INC. | 22,523 | $2M | +1,159 | +5.4% | 20Q | SEC ↗ |
| 49 | R. W. Roge & Company, Inc. | 21,071 | $2M | — | +0.0% | 14Q | SEC ↗ |
| 50 | Gerber Kawasaki Wealth & Investment Ma | 20,603 | $2M | +603 | +3.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| Systelligence, LLC | 284,700 | $21M |
| JOURNEY STRATEGIC WEALTH LLC | 27,726 | $2M |
| BASSO CAPITAL MANAGEMENT, L.P. | 17,261 | $1M |
| SEVEN MILE ADVISORY | 10,380 | $776K |
| Thrivent Financial for Lutherans | 7,426 | $555K |
| J.W. COLE ADVISORS, INC. | 4,618 | $345K |
| Coastal Bridge Advisors, LLC | 4,485 | $335K |
| CANTOR FITZGERALD INVESTMENT ADVISO | 3,065 | $229K |
| Sigma Planning Corp | 3,011 | $225K |
| Fiera Capital Corp | 2,863 | $214K |
| SAXON INTERESTS, INC. | 2,848 | $213K |
| Sincerus Advisory, LLC | 2,790 | $209K |
| Tower Research Capital LLC (TRC) | 1,188 | $89K |
| FIDUCIARY FINANCIAL ADVISORS | 1,096 | $82K |
| Steward Partners Investment Advisor | 179 | $13K |
| IFG Advisory, LLC | 89 | $7K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HRT FINANCIAL LP | 15,947 | $1M |
| Operose Advisors LLC | 8,409 | $628K |
| GTS SECURITIES LLC | 3,247 | $243K |
| Wells Financial Advisors INC | 2,610 | $195K |
| Kestra Advisory Services, LLC | 2,488 | $186K |
| Western Wealth Management, LLC | 1,865 | $139K |
| JONES FINANCIAL COMPANIES LLLP | 1,051 | $79K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 867 | $65K |
| AdvisorNet Financial, Inc | 630 | $47K |
| CITIGROUP INC | 495 | $37K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TOMPKINS FINANCIAL CORP | +124,302 | +41.2% | 425,668 |
| LPL Financial LLC | +24,256 | +7.5% | 346,408 |
| MEITAV INVESTMENT HOUSE LTD | +19,215 | +48.5% | 58,805 |
| Olde Wealth Management, LLC | +10,339 | +2.0% | 528,913 |
| WELLS FARGO & COMPANY/MN | +9,792 | +32.5% | 39,899 |
| PRINCIPAL FINANCIAL GROUP INC | +9,476 | +5.1% | 195,483 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +7,867 | +185.5% | 12,107 |
| COMMONWEALTH EQUITY SERVICES, LLC | +7,094 | +31.3% | 29,783 |
| Farther Finance Advisors, LLC | +6,850 | +34.4% | 26,781 |
| RAYMOND JAMES FINANCIAL INC | +6,607 | +14.2% | 53,055 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +6,528 | +10.3% | 70,134 |
| HighTower Advisors, LLC | +6,392 | +14.1% | 51,570 |
| Allworth Financial LP | +5,348 | +2.4% | 224,885 |
| Larson Financial Group LLC | +4,650 | +13.3% | 39,686 |
| Hills Bank & Trust Co | +3,678 | +65.4% | 9,299 |
| Savvy Advisors, Inc. | +3,076 | +12.1% | 28,600 |
| Crestwood Advisors Group, LLC | +2,608 | +12.9% | 22,832 |
| Gradient Investments LLC | +2,129 | +3.8% | 58,090 |
| UBS Group AG | +1,916 | +410.3% | 2,383 |
| SEEDS INVESTOR LLC | +1,891 | +6.0% | 33,274 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | -24,737 | -20.0% | 99,044 |
| BANK OF AMERICA CORP /DE | -23,368 | -40.6% | 34,198 |
| Ellenbecker Investment Group | -7,730 | -65.9% | 3,999 |
| JANE STREET GROUP, LLC | -7,307 | -55.3% | 5,911 |
| Mariner, LLC | -6,899 | -49.1% | 7,158 |
| SAX WEALTH ADVISORS, LLC | -5,725 | -52.8% | 5,112 |
| Koss-Olinger Consulting, LLC | -4,881 | -1.2% | 407,529 |
| JPMORGAN CHASE & CO | -4,431 | -20.9% | 16,798 |
| Perennial Investment Advisors, LLC | -4,291 | -13.9% | 26,498 |
| Financial Engines Advisors L.L.C. | -4,021 | -4.1% | 94,176 |
| SOA Wealth Advisors, LLC. | -3,033 | -1.8% | 165,919 |
| Cetera Investment Advisers | -2,807 | -15.6% | 15,189 |
| Laurel Wealth Planning LLC | -2,647 | -1.7% | 155,404 |
| Corient Private Wealth LP | -2,092 | -13.2% | 13,789 |
| VERUS WEALTH MANAGEMENT, LLC | -1,300 | -14.5% | 7,650 |
| ROYAL BANK OF CANADA | -1,087 | -86.1% | 175 |
| Capital Analysts, LLC | -1,028 | -4.9% | 19,803 |
| ALTFEST L J & CO INC | -883 | -22.8% | 2,986 |
| BIRCHBROOK, INC. | -575 | -1.2% | 47,396 |
| Equitable Holdings, Inc. | -572 | -1.0% | 54,253 |