EFIV institutional holders

State Street SPDR S&P 500 ESG ETF · 144 reporting institutions · $364.3M reported value

Funds that can replace EFIV · EFIV return decomposition

Institutional holdings

Institutions reporting EFIV, largest first
InstitutionReported positionAdvisors at firmReport period
Tompkins Financial Corp$31M02026-06-30
Koss-Olinger Consulting, LLC$29.7M182026-06-30
Baltimore-Washington Financial Advisors, Inc.$29.4M132026-06-30
Lpl Financial LLC$25.3M23,4582026-06-30
Systelligence, LLC$20.8M32026-06-30
Allworth Financial, LP$16.4M3172026-06-30
Principal Financial Group Inc$14.3M02026-06-30
Integrated Wealth Concepts LLC$12.3M4802026-06-30
Soa Wealth Advisors, Llc.$12.1M102026-06-30
Retirement Capital Strategies, Inc.$11.4M22026-06-30
Laurel Wealth Planning LLC$11.3M62026-06-30
Private Advisor Group, LLC$7.2M9272026-06-30
Blue Edge Capital, LLC$7M42026-06-30
Edelman Financial Engines$6.9M7222026-06-30
GAM Holding AG$5.5M02026-06-30
Northwestern Mutual Wealth Management Co$5.1M02026-06-30
Meitav Investment House Ltd$4.3M02026-06-30
Gradient Investments, LLC$4.2M312026-06-30
Equitable Holdings, Inc.$4M02026-06-30
Bank of New York Mellon Corp$3.9M02026-06-30
Raymond James Financial Inc$3.9M02026-06-30
Hightower Advisors, LLC$3.8M1,0462026-06-30
Birchbrook, Inc.$3.5M62026-06-30
Affiance Financial, LLC$3.3M122026-06-30
Wells Fargo & Company/mn$2.9M02026-06-30
Larson Financial Group LLC$2.9M672026-06-30
Mainstreet Investment Advisors LLC$2.8M122026-06-30
Massmutual Private Wealth & Trust, Fsb$2.7M02026-06-30
Armbruster Capital Management, Inc.$2.6M62026-06-30
Bank of America Corp /de$2.5M02026-06-30
Seeds Investor LLC$2.4M32026-06-30
Huntington National Bank$2.4M02026-06-30
Rogco, LP$2.3M02026-06-30
Commonwealth Equity Services, LLC$2.2M2,8632026-06-30
Richard P. Slaughter Associates, Inc.$2.2M142026-06-30
Savvy Advisors, Inc.$2.1M2142026-06-30
Gilbert Capital Group$2M12026-06-30
Farther Finance Advisors, LLC$2M3342026-06-30
Perennial Investment Advisors, LLC$1.9M492026-06-30
Stratos Wealth Partners, Ltd.$1.9M3862026-06-30
Creative Planning$1.8M1,1712026-06-30
Journey Strategic Wealth LLC$1.7M02026-03-31
Envestnet Pmc$1.7M602026-06-30
Napier Financial$1.7M92026-06-30
Crestwood Advisors Group, LLC$1.7M402026-06-30
Osaic Holdings, Inc.$1.6M02026-06-30
Gerber Kawasaki Wealth & Investment Management$1.5M392026-06-30
Basso Capital Management, LP$1.3M22026-06-30
J.safra Asset Management Corp$1.2M02026-06-30
Jpmorgan Chase & Co$1.2M02026-06-30
Cetera Investment Advisers$1.1M10,3702026-06-30
Goldman Sachs Group Inc$1.1M02026-06-30
Coastline Trust Co$1.1M02026-06-30
Corient Private Wealth LP$1M6742026-06-30
One Capital Management, LLC$955.7K642026-06-30
Retirement Income Solutions, Inc$954.9K162026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$946.1K02026-06-30
Veracity Capital LLC$941.5K102026-06-30
Susquehanna International Group, LLP$883K02026-06-30
Sage Advisory Services, Ltd.co.$853K02026-06-30
Advisory Alpha, LLC$818.9K662026-06-30
Schmidt P J Investment Management Inc$796.5K02026-06-30
Seven Mile Advisory LLC$757K42026-06-30
Opulen Financial Group LLC$716.7K02026-06-30
Finarc Investments, Inc.$696.6K22026-06-30
Godfrey Financial Associates, Inc.$691.6K32026-06-30
Hills Bank & Trust Co$678.2K02026-06-30
Warren Street Wealth Advisors, LLC$672.7K102026-06-30
Single Point Partners$600.2K112026-06-30
Cwm, LLC$592.8K6672026-03-31
Verus Wealth Management, LLC$557.9K12026-06-30
St Germain D J Co Inc$551K02026-06-30
Front Row Advisors LLC$541.6K72026-06-30
Per Stirling Capital Management, Llc.$534.8K312026-06-30
Mariner, LLC$522K02026-06-30
Zhang Financial LLC$508.1K202026-06-30
Denver Wealth Management, Inc.$503.7K122026-06-30
Hbw Advisory Services LLC$468.8K682026-06-30
Marshall Financial Group, LLC$434.9K142026-06-30
Jane Street Group, LLC$431.1K02026-06-30
Cape Ann Savings Bank$428.6K02026-06-30
Cannon Financial Strategists, Inc.$419.7K292026-06-30
True Link Financial Advisors$411.6K62026-06-30
Brave Asset Management Inc$409.5K02026-06-30
Cary Street Partners Financial LLC$409K02026-06-30
Novare Capital Management LLC$400.6K182026-06-30
McClarren Financial Advisors, Inc.$400.4K82026-06-30
Veridan Wealth$386.1K42026-06-30
Briggs Wealth Management, Inc$366K32026-06-30
MML Investors Services, LLC$362.1K5,1202026-06-30
Creativeone Wealth, LLC$349.2K2212026-06-30
Sfg Wealth Management, Llc.$348.5K92026-06-30
Aptus Capital Advisors, LLC$347.4K212026-06-30
Flagship Harbor Advisors, LLC$347.3K602026-06-30
Horizon Wealth Management$340.5K62026-06-30
J.W. Cole Advisors, Inc.$336.8K4992026-06-30
Newedge Advisors$327.1K6012026-06-30
Coastal Bridge Advisors, LLC$327.1K392026-06-30
Sax Wealth Advisors, LLC$322.5K422026-06-30
Ellenbecker Investment Group$291.7K202026-06-30
Thompson Davis & Co., Inc.$283K52026-06-30
Shp Wealth Management$274.9K322026-06-30
Longview Asset Management LLC$267.9K02025-12-31
Silver Oak Securities, Incorporated$257.6K1172026-06-30
Ethic Inc.$255K92026-06-30
Ep Wealth Advisors, LLC$249.1K3382026-06-30
Wny Asset Management, LLC$241.2K292026-06-30
Ameriprise Financial Inc$233.8K02026-06-30
Morgan Stanley$231.7K23,1852026-06-30
Venture Visionary Partners LLC$228.3K312026-06-30
Cantor Fitzgerald Investment Advisors LP$223.5K322026-06-30
Sigma Planning Corp$219.6K4742026-06-30
Altfest L J & Co Inc$217.8K192026-06-30
Fiera Capital Corp$208.8K02026-06-30
Saxon Financial Group$207.7K152026-06-30
Sincerus Advisory, LLC$203.5K32026-06-30
Harbour Investments, Inc.$181.7K2472026-06-30
UBS Group AG$173.8K02026-06-30
Milestone Investment Advisors LLC$160.4K72026-06-30
Rockefeller Capital Management LP$139.4K3462026-06-30
Valley National Advisers Inc$136.6K142026-06-30
Tradewinds Capital Management, LLC$128.7K72026-06-30
Tower Research Capital LLC (trc)$86.6K02026-06-30
Rossby Financial, Lcc$82.6K312026-06-30
Fiduciary Financial Advisors$79.9K512026-06-30
Fmr LLC$77.5K02026-06-30
Bank of Italy$56.2K02026-06-30
US Bancorp$49K02026-06-30
Olde Wealth Management, LLC$38.6K22026-06-30
Salomon & Ludwin, LLC$27.8K62026-06-30
Sbi Securities Co., Ltd.$25.9K02026-06-30
Investors Portfolio Services LLC$24.7K32026-06-30
Alphacore Capital LLC$21.9K692026-06-30
Steward Partners Investment Advisory, LLC$13.1K4812026-06-30
Royal Bank of Canada$13K02026-06-30
Horizon Financial Services, LLC$8.2K62026-06-30
Geneos Wealth Management, Inc.$6.9K1932026-06-30
Capitol Family Office, Inc.$6.9K22026-06-30
Ifg Advisory, LLC$6.5K1102026-06-30
R. W. Roge & Company, Inc.$1.5K02026-06-30
Capital Analysts, LLC$1.4K6082026-06-30
Thrivent Financial for Lutherans$54202026-06-30
Keating Financial Advisory Services, Inc.$511252026-06-30
Vanguard Advisers Inc$732,4692026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30