Vault-13

SPDR SER TR EFIV

S&P 500 ESG ETF · ETP · CUSIP 78468R531

114 institutional holders +0 vs Q1 2025
5,707,8045.7m shares reported held*
$334.2mreported value*
14 new 50 added 32 reduced 12 sold out net sold ≈ $86.9m (-1.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $58.55.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 52Q4 22: 60Q1 23: 64Q2 23: 76Q3 23: 79Q4 23: 83Q1 24: 92Q2 24: 106Q3 24: 109Q4 24: 117Q1 25: 114Q2 25: 114114Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202252
Q4 202260
Q1 202364
Q2 202376
Q3 202379
Q4 202383
Q1 202492
Q2 2024106
Q3 2024109
Q4 2024117
Q1 2025114
Q2 2025114

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 42 bought or addedQ3 23: 30 cut or sold outQ4 23: 41 bought or addedQ4 23: 37 cut or sold outQ4 23Q1 24: 56 bought or addedQ1 24: 26 cut or sold outQ2 24: 58 bought or addedQ2 24: 35 cut or sold outQ2 24Q3 24: 52 bought or addedQ3 24: 39 cut or sold outQ4 24: 59 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 59 bought or addedQ1 25: 45 cut or sold outQ2 25: 64 bought or addedQ2 25: 44 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234230
Q4 20234137
Q1 20245626
Q2 20245835
Q3 20245239
Q4 20245936
Q1 20255945
Q2 20256444

Biggest buyers

ROYAL BANK OF CANADA Added +92,263+92.3k
TWO SIGMA INVESTMENTS, LP Added +75,500+75.5k
SOA Wealth Advisors, LLC. Added +37,692+37.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +35,657+35.7k
TOMPKINS FINANCIAL CORP Added +32,236+32.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +24,221+24.2k
Savvy Advisors, Inc. New +19,740+19.7k
SEEDS INVESTOR LLC Added +10,677+10.7k
Crestwood Advisors Group, LLC New +10,378+10.4k
Tower Research Capital LLC (TRC) New +9,512+9.5k

Biggest sellers

Provida Pension Fund Administrator Reduced -1,364,440-1.4m
Farther Finance Advisors, LLC Reduced -93,904-93.9k
BANK OF AMERICA CORP /DE/ Reduced -84,724-84.7k
Koss-Olinger Consulting, LLC Reduced -52,738-52.7k
LPL Financial LLC Reduced -39,213-39.2k
RETIREMENT CAPITAL STRATEGIES Reduced -32,402-32.4k
FSA WEALTH PARTNERS, INC. Sold out -31,755-31.8k
GOLDMAN SACHS GROUP INC Reduced -27,757-27.8k
Focus Financial Network, Inc. Sold out -21,988-22.0k
JANE STREET GROUP, LLC Sold out -21,471-21.5k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Provida Pension Fund Administrator 0.95% of their portfolio LAS CONDES, SANTIAGO, F3 895,572895.6k $52.4m $52.4m 0.95% Reduced -1.4m -1,364,440
2 Bank of Italy 2.18% of their portfolio ROME, L6 771,136771.1k $45.1m $45.1m 2.18% Unchanged
3 Koss-Olinger Consulting, LLC 1.99% of their portfolio GAINESVILLE, FL 414,067414.1k $24.2m $24.2m 1.99% Reduced -52.7k -52,738
4 Baltimore-Washington Financial Advisors, Inc. 1.04% of their portfolio Columbia, MD 379,823379.8k $22.2m $22.2m 1.04% Added +1.2k +1,230
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 317,842317.8k $18.6m $18.6m 0.01% Reduced -39.2k -39,213
6 TOMPKINS FINANCIAL CORP 1.42% of their portfolio ITHACA, NY 263,770263.8k $15.4m $15.4m 1.42% Added +32.2k +32,236
7 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 213,100213.1k $12.5m $12.5m 0.01% Reduced -12.1k -12,111
8 SOA Wealth Advisors, LLC. 2.12% of their portfolio NEW YORK, NY 193,131193.1k $11.3m $11.3m 2.12% Added +37.7k +37,692
9 Laurel Wealth Planning LLC 5.90% of their portfolio EDINA, MN 177,279177.3k $10.4m $10.4m 5.90% Reduced -20.2k -20,248
10 RETIREMENT CAPITAL STRATEGIES 4.07% of their portfolio SAN JOSE, CA 175,631175.6k $10.3m $10.3m 4.07% Reduced -32.4k -32,402
11 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 151,874151.9k $8.9m $8.9m 0.05% Added +1.6k +1,642
12 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 130,200130.2k $7.6m $7.6m 0.01% Added +75.5k +75,500
13 Blue Edge Capital, LLC 0.84% of their portfolio RICHMOND, VA 97,00497.0k $5.7m $5.7m 0.84% Reduced -2.2k -2,209
14 SEEDS INVESTOR LLC 1.29% of their portfolio NEW YORK, NY 93,52293.5k $5.5m $5.5m 1.29% Added +10.7k +10,677
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 92,48492.5k $5.4m $5.4m 0.00% Added +92.3k +92,263
16 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 90,42890.4k $5.3m $5.3m 0.05% Added +1.7k +1,730
17 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 86,79886.8k $5.1m $5.1m 0.01% Reduced -8.1k -8,124
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 55,93055.9k $3.3m $3.3m 0.00% Added +35.7k +35,657
19 Gradient Investments LLC 0.06% of their portfolio ARDEN HILLS, MN 54,96055.0k $3.2m $3.2m 0.06% Reduced -11.3k -11,253
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 47,26247.3k $2.8m $2.8m 0.00% Added +1.0k +1,022
21 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 44,56344.6k $2.6m $2.6m 0.00% Added +45 +45
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 43,65043.6k $2.6m $2.6m 0.00% Reduced -84.7k -84,724
23 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 36,66336.7k $2.1m $2.1m 0.00% Reduced -6.6k -6,587
24 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 36,61036.6k $2.1m $2.1m 0.02% Added +477 +477
25 One Capital Management, LLC 0.07% of their portfolio WESTLAKE VILLAGE, CA 33,28933.3k $1.9m $1.9m 0.07% Reduced -14.6k -14,625
26 Armbruster Capital Management, Inc. 0.34% of their portfolio PITTSFORD, NY 32,10432.1k $1.9m $1.9m 0.34% Added +300 +300
27 Gilbert Capital Group, Inc. 1.52% of their portfolio NORTH YARMOUTH, ME 31,40031.4k $1.8m $1.8m 1.52% First filing
28 Richard P Slaughter Associates Inc 0.36% of their portfolio AUSTIN, TX 30,29430.3k $1.8m $1.8m 0.36% Added +9.2k +9,247
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,44429.4k $1.7m $1.7m 0.00% Added +24.2k +24,221
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 28,48528.5k $1.7m $1.7m 0.00% Reduced -27.8k -27,757
31 BIRCHBROOK, INC. 0.79% of their portfolio BANGOR, ME 25,25825.3k $1.5m $1.5m 0.79% Added +5.6k +5,556
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 24,62724.6k $1.4m $1.4m 0.00% Added +1 +1
33 Larson Financial Group LLC 0.06% of their portfolio ST LOUIS, MO 24,62224.6k $1.4m $1.4m 0.06% Added +2.8k +2,831
34 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 24,26924.3k $1.4m $1.4m 0.02% Reduced -818 -818
35 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 23,23723.2k $1.4m $1.4m 0.00% Added +847 +847
36 Perennial Investment Advisors, LLC 0.12% of their portfolio Los Angeles, CA 20,66220.7k $1.2m $1.2m 0.12% Added +1.4k +1,433
37 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 20,25420.3k $1.2m $1.2m 0.02% Reduced -93.9k -93,904
38 Savvy Advisors, Inc. 0.08% of their portfolio NEW YORK, NY 19,74019.7k $1.2m $1.2m 0.08% New
39 SAX WEALTH ADVISORS, LLC 0.07% of their portfolio PARSIPPANY, NJ 19,61219.6k $1.1m $1.1m 0.07% Unchanged
40 Capital Analysts, LLC 0.04% of their portfolio FORT WASHINGTON, PA 19,44519.4k $1.1m $1.1m 0.04% Added +1.2k +1,216
41 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 16,85916.9k $987.1k $987.1k 0.00% Reduced -2.0k -2,026
42 Coastline Trust Co 0.11% of their portfolio PROVIDENCE, RI 16,83616.8k $985.7k $985.7k 0.11% Reduced -769 -769
43 J.Safra Asset Management Corp 0.07% of their portfolio NEW YORK, NY 16,75916.8k $981.3k $981.3k 0.07% Added +25 +25
44 R. W. Roge & Company, Inc. 0.55% of their portfolio BOHEMIA, NY 16,49516.5k $965.0k $965.0k 0.55% Reduced -1.6k -1,588
45 Veracity Capital LLC 0.32% of their portfolio Atlanta, GA 15,53615.5k $909.7k $909.7k 0.32% Added +208 +208
46 MEITAV INVESTMENT HOUSE LTD 0.01% of their portfolio BENE-BERAQ, L3 15,15415.2k $884.5k $884.5k 0.01% Added +6.7k +6,654
47 RETIREMENT INCOME SOLUTIONS, INC 0.16% of their portfolio ANN ARBOR, MI 14,60914.6k $855.4k $855.4k 0.16% Added +1.0k +1,012
48 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 13,96114.0k $817.4k $817.4k 0.00% Unchanged
49 Fort Point Capital Partners LLC 0.07% of their portfolio San Francisco, CA 12,61712.6k $738.7k $738.7k 0.07% Reduced -133 -133
50 Sage Advisory Services, Ltd.Co. 0.39% of their portfolio AUSTIN, TX 12,16112.2k $712.0k $712.0k 0.39% Added +153 +153
51 Warren Street Wealth Advisors, LLC 0.23% of their portfolio IRVINE, CA 11,71411.7k $685.9k $685.9k 0.23% Added +155 +155
52 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,67410.7k $625.0k $625.0k 0.00% Added +3.5k +3,536
53 Crestwood Advisors Group, LLC 0.01% of their portfolio BOSTON, MA 10,37810.4k $607.6k $607.6k 0.01% New
54 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,7649.8k $572.0k $572.0k 0.00% Added +1.9k +1,914
55 VERUS WEALTH MANAGEMENT, LLC 0.57% of their portfolio DE PERE, WI 9,6679.7k $566.0k $566.0k 0.57% Reduced -233 -233
56 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 9,5129.5k $556.9k $556.9k 0.02% New
57 CWM, LLC 0.00% of their portfolio OMAHA, NE 8,8308.8k $517.0k $517.0k 0.00% Added +375 +375
58 Opulen Financial Group LLC 0.41% of their portfolio ARLINGTON, VA 8,5048.5k $497.9k $497.9k 0.41% Added +2 +2
59 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 8,4958.5k $497.4k $497.4k 0.00% Unchanged
60 Operose Advisors LLC 0.14% of their portfolio MILWAUKEE, WI 8,3438.3k $488.5k $488.5k 0.14% Added +25 +25
61 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,2358.2k $482.1k $482.1k 0.00% Reduced -1.5k -1,483
62 Single Point Partners, LLC 0.10% of their portfolio BOSTON, MA 8,2058.2k $480.0k $480.0k 0.10% Added +7 +7
63 Chicago Capital, LLC 0.01% of their portfolio Chicago, IL 8,0678.1k $472.3k $472.3k 0.01% Unchanged
64 ST GERMAIN D J CO INC 0.02% of their portfolio SPRINGFIELD, MA 7,5557.6k $442.3k $442.3k 0.02% Unchanged
65 LongView Asset Management LLC 0.32% of their portfolio SANTA FE, NM 7,3147.3k $428.2k $428.2k 0.32% Reduced -1.7k -1,749
66 Front Row Advisors LLC 0.14% of their portfolio TIBURON, CA 7,0237.0k $411.2k $411.2k 0.14% Added +640 +640
67 Per Stirling Capital Management, LLC. 0.05% of their portfolio AUSTIN, TX 6,8116.8k $398.8k $398.8k 0.05% Reduced -117 -117
68 DENVER WEALTH MANAGEMENT, INC. 0.16% of their portfolio DENVER, CO 6,6466.6k $389.1k $389.1k 0.16% Reduced -3.1k -3,076
69 Good Life Advisors, LLC 0.02% of their portfolio READING, PA 6,5056.5k $380.9k $380.9k 0.02% Added +1.3k +1,316
70 Marshall Financial Group, LLC 0.07% of their portfolio Hunt Valley, MD 5,8075.8k $341.5k $341.5k 0.07% Reduced -263 -263
71 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 5,6085.6k $328.3k $328.3k 0.01% Unchanged
72 HBW ADVISORY SERVICES LLC 0.04% of their portfolio SIMI VALLEY, CA 5,5695.6k $326.1k $326.1k 0.04% Reduced -116 -116
73 Zhang Financial LLC 0.01% of their portfolio PORTAGE, MI 5,4875.5k $321.3k $321.3k 0.01% Added +743 +743
74 McClarren Financial Advisors, Inc. 0.21% of their portfolio STATE COLLEGE, PA 5,4475.4k $318.9k $318.9k 0.21% Added +17 +17
75 BRAVE ASSET MANAGEMENT INC 0.09% of their portfolio Summit, NJ 5,4185.4k $317.2k $317.2k 0.09% Unchanged
76 ALTFEST L J & CO INC 0.04% of their portfolio NEW YORK, NY 5,3025.3k $310.5k $310.5k 0.04% Reduced -640 -640
77 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 5,2355.2k $306.5k $306.5k 0.01% Added +177 +177
78 NOVARE CAPITAL MANAGEMENT LLC 0.02% of their portfolio CHARLOTTE, NC 5,0935.1k $298.2k $298.2k 0.02% New
79 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 4,5694.6k $267.5k $267.5k 0.00% Added +149 +149
80 Hills Bank & Trust Co 0.02% of their portfolio North Liberty, IA 4,4874.5k $262.7k $262.7k 0.02% Added +1.3k +1,301
81 First Affirmative Financial Network 0.13% of their portfolio COLORADO SPRINGS, CO 4,3704.4k $255.9k $255.9k 0.13% Reduced -2.3k -2,290
82 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,2834.3k $250.8k $250.8k 0.00% Added +1.1k +1,106
83 Ellenbecker Investment Group 0.04% of their portfolio WAUKESHA, WI 4,1154.1k $241.0k $241.0k 0.04% Added +149 +149
84 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 4,0294.0k $235.9k $235.9k 0.01% Reduced -3 -3
85 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,9654.0k $232.2k $232.2k 0.00% Added +110 +110
86 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 3,9413.9k $230.7k $230.7k 0.01% New
87 THOMPSON DAVIS & CO., INC. 0.15% of their portfolio RICHMOND, VA 3,8803.9k $227.2k $227.2k 0.15% New
88 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 0.02% of their portfolio NEW YORK, NY 3,7133.7k $217.4k $217.4k 0.02% New
89 Horizon Wealth Management, LLC 0.04% of their portfolio LA GRANGE, IL 3,7013.7k $216.7k $216.7k 0.04% New
90 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,6943.7k $216.3k $216.3k 0.00% Added +846 +846
91 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 3,5603.6k $208.4k $208.4k 0.00% New
92 Ethic Inc. 0.00% of their portfolio NEW YORK, NY 3,4953.5k $203.4k $203.4k 0.00% New
93 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.04% of their portfolio CEDARBURG, WI 3,4603.5k $202.6k $202.6k 0.04% New
94 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3,2413.2k $189.8k $189.8k 0.00% Added +10 +10
95 Wells Financial Advisors INC 0.21% of their portfolio FRAMINGHAM, MA 2,6102.6k $152.8k $152.8k 0.21% Unchanged
96 VALLEY NATIONAL ADVISERS INC 0.02% of their portfolio BETHLEHEM, PA 1,8731.9k $109.0k $109.0k 0.02% New
97 Tradewinds Capital Management, LLC 0.02% of their portfolio BELLINGHAM, WA 1,5671.6k $91.7k $91.7k 0.02% Added +123 +123
98 ELEVATION POINT WEALTH PARTNERS, LLC 0.01% of their portfolio DENVER, CO 1,1091.1k $64.9k $64.9k 0.01% New
99 FMR LLC 0.00% of their portfolio BOSTON, MA 1,0391.0k $60.8k $60.8k 0.00% Reduced -67 -67
100 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 850850 $49.8k $49.8k 0.00% Added +19 +19