Vault-13

SPDR SER TR EFIV

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

141 institutional holders +8 vs Q1 2026
6,278,1956.3m shares reported held*
$459.9mreported value*
15 new 60 added 41 reduced 5 sold out net bought ≈ $40.9m (+560.1k 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 ($8.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $73.26.

Trends to Q2 2026

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: 114Q3 25: 116Q4 25: 122Q1 26: 133Q2 26: 141141Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025116
Q4 2025122
Q1 2026133
Q2 2026141

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 58 bought or addedQ3 25: 44 cut or sold outQ4 25: 66 bought or addedQ4 25: 39 cut or sold outQ4 25Q1 26: 80 bought or addedQ1 26: 39 cut or sold outQ2 26: 75 bought or addedQ2 26: 46 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245239
Q4 20245936
Q1 20255945
Q2 20256444
Q3 20255844
Q4 20256639
Q1 20268039
Q2 20267546

Biggest buyers

Systelligence, LLC New +284,700+284.7k
TOMPKINS FINANCIAL CORP Added +124,302+124.3k
Integrated Wealth Concepts LLC Added +78,477+78.5k
LPL Financial LLC Added +24,256+24.3k
MEITAV INVESTMENT HOUSE LTD Added +19,215+19.2k
BASSO CAPITAL MANAGEMENT, L.P. New +17,261+17.3k
SEVEN MILE ADVISORY New +10,380+10.4k
Olde Wealth Management, LLC Added +10,339+10.3k
WELLS FARGO & COMPANY/MN Added +9,792+9.8k
PRINCIPAL FINANCIAL GROUP INC Added +9,476+9.5k

Biggest sellers

Private Advisor Group, LLC Reduced -24,737-24.7k
BANK OF AMERICA CORP /DE/ Reduced -23,368-23.4k
HRT FINANCIAL LP Sold out -15,947-15.9k
Operose Advisors LLC Sold out -8,409-8.4k
Ellenbecker Investment Group Reduced -7,730-7.7k
JANE STREET GROUP, LLC Reduced -7,307-7.3k
Mariner, LLC Reduced -6,899-6.9k
SAX WEALTH ADVISORS, LLC Reduced -5,725-5.7k
Koss-Olinger Consulting, LLC Reduced -4,881-4.9k
JPMORGAN CHASE & CO Reduced -4,431-4.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bank of Italy 2.56% of their portfolio ROME, L6 771,136771.1k $56.2m $56.2m 2.56% Unchanged
2 Olde Wealth Management, LLC 10.93% of their portfolio SAMMAMISH, WA 528,913528.9k $38.6m $38.6m 10.93% Added +10.3k +10,339
3 TOMPKINS FINANCIAL CORP 2.17% of their portfolio ITHACA, NY 425,668425.7k $31.0m $31.0m 2.17% Added +124.3k +124,302
4 Koss-Olinger Consulting, LLC 2.29% of their portfolio GAINESVILLE, FL 407,529407.5k $29.7m $29.7m 2.29% Reduced -4.9k -4,881
5 Baltimore-Washington Financial Advisors, Inc. 1.10% of their portfolio Columbia, MD 403,748403.7k $29.4m $29.4m 1.10% Added +1.3k +1,293
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 346,408346.4k $25.3m $25.3m 0.01% Added +24.3k +24,256
7 Systelligence, LLC 3.47% of their portfolio BLOOMINGTON, MN 284,700284.7k $20.8m $20.8m 3.47% New
8 Allworth Financial LP 0.07% of their portfolio FOLSOM, CA 224,885224.9k $16.4m $16.4m 0.07% Added +5.3k +5,348
9 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 195,483195.5k $14.3m $14.3m 0.01% Added +9.5k +9,476
10 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 168,570168.6k $12.3m $12.3m 0.06% Added +78.5k +78,477
11 SOA Wealth Advisors, LLC. 2.03% of their portfolio NEW YORK, NY 165,919165.9k $12.1m $12.1m 2.03% Reduced -3.0k -3,033
12 RETIREMENT CAPITAL STRATEGIES 3.97% of their portfolio SAN JOSE, CA 156,774156.8k $11.4m $11.4m 3.97% Reduced -348 -348
13 Laurel Wealth Planning LLC 5.01% of their portfolio EDINA, MN 155,404155.4k $11.3m $11.3m 5.01% Reduced -2.6k -2,647
14 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 99,04499.0k $7.2m $7.2m 0.03% Reduced -24.7k -24,737
15 Blue Edge Capital, LLC 0.84% of their portfolio RICHMOND, VA 96,46396.5k $7.0m $7.0m 0.84% Added +111 +111
16 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 94,17694.2k $6.9m $6.9m 0.01% Reduced -4.0k -4,021
17 GAM Holding AG 0.42% of their portfolio Zurich, V8 75,71575.7k $5.5m $5.5m 0.42% Unchanged
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 70,13470.1k $5.1m $5.1m 0.00% Added +6.5k +6,528
19 MEITAV INVESTMENT HOUSE LTD 0.03% of their portfolio BENE-BERAQ, L3 58,80558.8k $4.3m $4.3m 0.03% Added +19.2k +19,215
20 Gradient Investments LLC 0.06% of their portfolio ARDEN HILLS, MN 58,09058.1k $4.2m $4.2m 0.06% Added +2.1k +2,129
21 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 54,25354.3k $4.0m $4.0m 0.02% Reduced -572 -572
22 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 53,17253.2k $3.9m $3.9m 0.00% Reduced -61 -61
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 53,05553.1k $3.9m $3.9m 0.00% Added +6.6k +6,607
24 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 51,57051.6k $3.8m $3.8m 0.00% Added +6.4k +6,392
25 BIRCHBROOK, INC. 1.62% of their portfolio BANGOR, ME 47,39647.4k $3.5m $3.5m 1.62% Reduced -575 -575
26 Affiance Financial, LLC 0.48% of their portfolio ST. LOUIS PARK, MN 45,29945.3k $3.3m $3.3m 0.48% Added +705 +705
27 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 39,89939.9k $2.9m $2.9m 0.00% Added +9.8k +9,792
28 Larson Financial Group LLC 0.08% of their portfolio ST LOUIS, MO 39,68639.7k $2.9m $2.9m 0.08% Added +4.7k +4,650
29 MainStreet Investment Advisors LLC 0.38% of their portfolio CHICAGO, IL 38,27438.3k $2.8m $2.8m 0.38% Added +795 +795
30 MassMutual Private Wealth & Trust, FSB 0.07% of their portfolio Windsor, CT 37,48437.5k $2.7m $2.7m 0.07% Added +5 +5
31 Armbruster Capital Management, Inc. 0.38% of their portfolio PITTSFORD, NY 35,34635.3k $2.6m $2.6m 0.38% Reduced -270 -270
32 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 34,19834.2k $2.5m $2.5m 0.00% Reduced -23.4k -23,368
33 SEEDS INVESTOR LLC 0.25% of their portfolio NEW YORK, NY 33,27433.3k $2.4m $2.4m 0.25% Added +1.9k +1,891
34 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 32,93332.9k $2.4m $2.4m 0.01% Added +1.3k +1,338
35 ROGCO, LP 0.71% of their portfolio CLAREMORE, OK 31,80231.8k $2.3m $2.3m 0.71% Added +8 +8
36 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 29,78329.8k $2.2m $2.2m 0.00% Added +7.1k +7,094
37 Richard P Slaughter Associates Inc 0.43% of their portfolio AUSTIN, TX 29,76429.8k $2.2m $2.2m 0.43% Added +1.4k +1,400
38 Savvy Advisors, Inc. 0.04% of their portfolio NEW YORK, NY 28,60028.6k $2.1m $2.1m 0.04% Added +3.1k +3,076
39 Gilbert Capital Group, Inc. 1.39% of their portfolio NORTH YARMOUTH, ME 27,25327.3k $2.0m $2.0m 1.39% Reduced -232 -232
40 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 26,78126.8k $2.0m $2.0m 0.02% Added +6.8k +6,850
41 Perennial Investment Advisors, LLC 0.13% of their portfolio Los Angeles, CA 26,49826.5k $1.9m $1.9m 0.13% Reduced -4.3k -4,291
42 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 25,62525.6k $1.9m $1.9m 0.02% Added +497 +497
43 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 25,23725.2k $1.8m $1.8m 0.00% Reduced -272 -272
44 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 23,70223.7k $1.7m $1.7m 0.00% Reduced -550 -550
45 Napier Financial, LLC 0.35% of their portfolio BRAINTREE, MA 23,15523.2k $1.7m $1.7m 0.35% Reduced -155 -155
46 Crestwood Advisors Group, LLC 0.02% of their portfolio BOSTON, MA 22,83222.8k $1.7m $1.7m 0.02% Added +2.6k +2,608
47 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 22,52322.5k $1.6m $1.6m 0.00% Added +1.2k +1,159
48 R. W. Roge & Company, Inc. 0.65% of their portfolio BOHEMIA, NY 21,07121.1k $1.5m $1.5m 0.65% Unchanged
49 Gerber Kawasaki Wealth & Investment Management 0.04% of their portfolio SANTA MONICA, CA 20,60320.6k $1.5m $1.5m 0.04% Added +603 +603
50 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 19,80319.8k $1.4m $1.4m 0.03% Reduced -1.0k -1,028
51 BASSO CAPITAL MANAGEMENT, L.P. 0.31% of their portfolio STAMFORD, CT 17,26117.3k $1.3m $1.3m 0.31% New
52 J.Safra Asset Management Corp 0.06% of their portfolio NEW YORK, NY 16,84816.8k $1.2m $1.2m 0.06% Added +23 +23
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 16,79816.8k $1.2m $1.2m 0.00% Reduced -4.4k -4,431
54 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 15,18915.2k $1.1m $1.1m 0.00% Reduced -2.8k -2,807
55 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 15,15015.2k $955.7k $955.7k 0.03% Added +32 +32
56 RETIREMENT INCOME SOLUTIONS, INC 0.16% of their portfolio ANN ARBOR, MI 15,13815.1k $954.9k $954.9k 0.16% Unchanged
57 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 14,79414.8k $1.1m $1.1m 0.00% Added +328 +328
58 Coastline Trust Co 0.09% of their portfolio PROVIDENCE, RI 14,40814.4k $1.1m $1.1m 0.09% Reduced -295 -295
59 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 13,78913.8k $1.0m $1.0m 0.00% Reduced -2.1k -2,092
60 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 12,97313.0k $946.1k $946.1k 0.00% Unchanged
61 Veracity Capital LLC 0.25% of their portfolio Atlanta, GA 12,90912.9k $941.5k $941.5k 0.25% Added +553 +553
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,10712.1k $883.0k $883.0k 0.00% Added +7.9k +7,867
63 Sage Advisory Services, Ltd.Co. 0.42% of their portfolio AUSTIN, TX 11,69911.7k $853.0k $853.0k 0.42% Reduced -238 -238
64 Advisory Alpha, LLC 0.02% of their portfolio HOLLAND, MI 11,22911.2k $818.9k $818.9k 0.02% Added +1.7k +1,694
65 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.12% of their portfolio CEDARBURG, WI 10,92210.9k $796.5k $796.5k 0.12% Added +46 +46
66 SEVEN MILE ADVISORY 0.51% of their portfolio TALLAHASSEE, FL 10,38010.4k $757.0k $757.0k 0.51% New
67 Opulen Financial Group LLC 0.45% of their portfolio ARLINGTON, VA 9,8279.8k $716.7k $716.7k 0.45% Added +1.1k +1,136
68 FinArc Investments, Inc. 0.63% of their portfolio NORWOOD, MA 9,5519.6k $696.6k $696.6k 0.63% Reduced -194 -194
69 Hills Bank & Trust Co 0.03% of their portfolio North Liberty, IA 9,2999.3k $678.2k $678.2k 0.03% Added +3.7k +3,678
70 Warren Street Wealth Advisors, LLC 0.15% of their portfolio IRVINE, CA 9,2249.2k $672.7k $672.7k 0.15% Reduced -266 -266
71 Godfrey Financial Associates, Inc. 0.53% of their portfolio GLENMONT, NY 8,9739.0k $691.6k $691.6k 0.53% Added +1.8k +1,780
72 Single Point Partners, LLC 0.11% of their portfolio BOSTON, MA 8,2308.2k $600.2k $600.2k 0.11% Added +7 +7
73 VERUS WEALTH MANAGEMENT, LLC 0.46% of their portfolio DE PERE, WI 7,6507.7k $557.9k $557.9k 0.46% Reduced -1.3k -1,300
74 ST GERMAIN D J CO INC 0.02% of their portfolio SPRINGFIELD, MA 7,5557.6k $551.0k $551.0k 0.02% Unchanged
75 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 7,4267.4k $542.0k $542.0k 0.00% New
76 Per Stirling Capital Management, LLC. 0.05% of their portfolio AUSTIN, TX 7,3347.3k $534.8k $534.8k 0.05% Reduced -88 -88
77 Front Row Advisors LLC 0.16% of their portfolio TIBURON, CA 7,2087.2k $541.6k $541.6k 0.16% Added +14 +14
78 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,1587.2k $522.0k $522.0k 0.00% Reduced -6.9k -6,899
79 Zhang Financial LLC 0.01% of their portfolio PORTAGE, MI 6,9667.0k $508.1k $508.1k 0.01% Added +2 +2
80 DENVER WEALTH MANAGEMENT, INC. 0.14% of their portfolio DENVER, CO 6,9076.9k $503.7k $503.7k 0.14% Reduced -1 -1
81 HBW ADVISORY SERVICES LLC 0.04% of their portfolio SIMI VALLEY, CA 6,4276.4k $468.8k $468.8k 0.04% Added +415 +415
82 Marshall Financial Group, LLC 0.06% of their portfolio Hunt Valley, MD 5,9636.0k $434.9k $434.9k 0.06% Reduced -84 -84
83 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 5,9115.9k $431.1k $431.1k 0.00% Reduced -7.3k -7,307
84 CAPE ANN SAVINGS BANK 0.20% of their portfolio GLOUCESTER, MA 5,8775.9k $428.6k $428.6k 0.20% Added +817 +817
85 Cannon Financial Strategists, Inc. 0.05% of their portfolio ATHENS, GA 5,7555.8k $419.7k $419.7k 0.05% Unchanged
86 True Link Financial Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 5,6445.6k $411.6k $411.6k 0.02% Added +200 +200
87 BRAVE ASSET MANAGEMENT INC 0.09% of their portfolio Summit, NJ 5,6155.6k $409.5k $409.5k 0.09% Unchanged
88 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 5,6085.6k $409.0k $409.0k 0.01% Unchanged
89 NOVARE CAPITAL MANAGEMENT LLC 0.03% of their portfolio CHARLOTTE, NC 5,4935.5k $400.6k $400.6k 0.03% Added +300 +300
90 McClarren Financial Advisors, Inc. 0.21% of their portfolio STATE COLLEGE, PA 5,4905.5k $400.4k $400.4k 0.21% Unchanged
91 Veridan Wealth LLC 0.13% of their portfolio WEST LINN, OR 5,2945.3k $386.1k $386.1k 0.13% Reduced -323 -323
92 SAX WEALTH ADVISORS, LLC 0.01% of their portfolio PARSIPPANY, NJ 5,1125.1k $322.5k $322.5k 0.01% Reduced -5.7k -5,725
93 Briggs Wealth Management, Inc 0.33% of their portfolio GLASTONBURY, CT 5,0195.0k $366.0k $366.0k 0.33% Added +48 +48
94 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,9665.0k $362.1k $362.1k 0.00% Added +66 +66
95 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 4,7884.8k $349.2k $349.2k 0.01% Reduced -185 -185
96 SFG Wealth Management, LLC. 0.13% of their portfolio TOWSON, MD 4,7784.8k $348.5k $348.5k 0.13% Added +27 +27
97 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 4,7644.8k $347.4k $347.4k 0.00% Added +10 +10
98 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 4,7624.8k $347.3k $347.3k 0.01% Added +71 +71
99 Horizon Wealth Management, LLC 0.04% of their portfolio LA GRANGE, IL 4,6694.7k $340.5k $340.5k 0.04% Added +115 +115
100 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 4,6184.6k $336.8k $336.8k 0.01% New