State Street SPDR S&P 500 ESG ETF (EFIV): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow EFIV for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 143

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$72.93

+15.6% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of EFIV (all 13F filers)

Bank of Italy771 KPension or sovereign fund0
Olde Wealth Management529 KWealth adviser+10 K
Tompkins Financial426 KType not verified+124 K
Koss-Olinger Consulting408 KType not verified−4,881
Baltimore-Washington Financial Advisors404 KType not verified+1,293
LPL Financial346 KWealth adviser+24 K
Systelligence285 KType not verified+285 K
Allworth Financial225 KType not verified+5,348
Principal Financial Group195 KInsurance holding+9,476
SOA Wealth Advisors166 KWealth adviser−3,033

Filer	Type
Bank of Italy	Pension or sovereign fund	771 K	0	$56.2M
Olde Wealth Management	Wealth adviser	529 K	+10 K	$38.6M
Tompkins Financial	Type not verified	426 K	+124 K	$31.0M
Koss-Olinger Consulting	Type not verified	408 K	−4,881	$29.7M
Baltimore-Washington Financial Advisors	Type not verified	404 K	+1,293	$29.4M
LPL Financial	Wealth adviser	346 K	+24 K	$25.3M
Systelligence	Type not verified	285 K	+285 K	$20.8M
Allworth Financial	Type not verified	225 K	+5,348	$16.4M
Principal Financial Group	Insurance holding	195 K	+9,476	$14.3M
SOA Wealth Advisors	Wealth adviser	166 K	−3,033	$12.1M

Bank of Italy
Shares
771 K
Change
0
See more
Type
Pension or sovereign fund
Value
$56.2M
Olde Wealth Management
Shares
529 K
Change
+10 K
See more
Type
Wealth adviser
Value
$38.6M
Tompkins Financial
Shares
426 K
Change
+124 K
See more
Type
Type not verified
Value
$31.0M
Koss-Olinger Consulting
Shares
408 K
Change
−4,881
See more
Type
Type not verified
Value
$29.7M
Baltimore-Washington Financial Advisors
Shares
404 K
Change
+1,293
See more
Type
Type not verified
Value
$29.4M
LPL Financial
Shares
346 K
Change
+24 K
See more
Type
Wealth adviser
Value
$25.3M
Systelligence
Shares
285 K
Change
+285 K
See more
Type
Type not verified
Value
$20.8M
Allworth Financial
Shares
225 K
Change
+5,348
See more
Type
Type not verified
Value
$16.4M
Principal Financial Group
Shares
195 K
Change
+9,476
See more
Type
Insurance holding
Value
$14.3M
SOA Wealth Advisors
Shares
166 K
Change
−3,033
See more
Type
Wealth adviser
Value
$12.1M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗