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EFIV · State Street(R) SPDR(R) S&P 500(R) ESG ETF ETF

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$75.42 -0.10 (-0.13%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $1,385,085
Total Shares: 18,992

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
72.6%
Dec 2022 → Jun 2026 · range 15.0% – 100.0%
−27.4 pts
Top 5
100.0%
Dec 2022 → Jun 2026 · range 53.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2022 → Jun 2026 · range 70.9% – 100.0%
0.0 pts
HHI
6,022
Dec 2022 → Jun 2026 · range 783 – 10,000
Highly concentrated−3,978

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count: +1
Institutional value: +322.0%
Shares held: +265.0%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 13,789 $1,005,631

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 1 Increased 0 Reduced 0 Sold out 0 Unchanged 1
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC EFIV $1,005,631 72.60% 13,789
Range Advisory, LLC EFIV $379,454 27.40% 5,203