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Disclosery

EFIV SPDR SERIES TRUST

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SHS (fund)

141 managers (141 13F filers) reported a position in EFIV shares at 2026-06-30, 6,353,603 shares in all. 15 filers opened a position and 5 filers sold out during the quarter.

Managers
141
13F filers
141
New
15
Added
59
Reduced
41
Sold out
5
Shares held by filers
6,353,603

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bank of Italy771,136$56.2M2.56%013F-HRTimeline
Olde Wealth Management, LLC528,913$38.6M10.93%+10,33913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP425,668$31M2.17%+124,30213F-HRTimelineGroup
Koss-Olinger Consulting, LLC407,529$29.7M2.29%-4,88113F-HRTimeline
Baltimore-Washington Financial Advisors…403,748$29.4M1.1%+1,29313F-HRTimeline
LPL Financial LLC346,408$25.3M0.01%+24,25613F-HRTimeline
Systelligence, LLC284,700$20.8M3.47%new13F-HRTimeline
Allworth Financial LP224,885$16.4M0.07%+5,34813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC195,483$14.3M0.01%+9,47613F-HRTimelineGroup
Integrated Wealth Concepts LLC168,570$12.3M0.06%+78,47713F-HRTimeline
SOA Wealth Advisors, LLC.165,919$12.1M2.03%-3,03313F-HRTimeline
RETIREMENT CAPITAL STRATEGIES156,774$11.4M3.97%-34813F-HRTimeline
Laurel Wealth Planning LLC155,404$11.3M5.01%-2,64713F-HRTimeline
Private Advisor Group, LLC99,044$7.22M0.03%-24,73713F-HRTimeline
Blue Edge Capital, LLC96,463$7.04M0.84%+11113F-HRTimeline
Financial Engines Advisors L.L.C.94,176$6.87M0.01%-4,02113F-HRTimeline
GAM Holding AGin group GAM Holding AG75,715$5.52M0.42%013F-HRTimelineGroup
Atomic Invest LLC75,295$5.46M0.48%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…70,134$5.11M<0.01%+6,52813F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD58,805$4.27M0.03%+19,21513F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC58,090$4.24M0.06%+2,12913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.54,253$3.96M0.02%-57213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp53,172$3.88M<0.01%-6113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC53,055$3.87M<0.01%+6,60713F-HRTimelineGroup
HighTower Advisors, LLC51,570$3.76M<0.01%+6,39213F-HRTimeline
BIRCHBROOK, INC.47,396$3.46M1.62%-57513F-HRTimeline
Affiance Financial, LLC45,299$3.3M0.48%+70513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39,899$2.91M<0.01%+9,79213F-HRTimelineGroup
Larson Financial Group LLC39,686$2.89M0.08%+4,65013F-HRTimeline
MainStreet Investment Advisors LLC38,274$2.79M0.38%+79513F-HRTimeline
MassMutual Private Wealth & Trust, FSB37,484$2.73M0.07%+513F-HRTimeline
Armbruster Capital Management, Inc.35,346$2.58M0.38%-27013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,198$2.49M<0.01%-23,36813F-HRTimelineGroup
SEEDS INVESTOR LLC33,274$2.43M0.25%+1,89113F-HRTimeline
ROGCO, LP31,802$2.32M0.71%+813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,783$2.17M<0.01%+7,09413F-HRTimeline
Richard P Slaughter Associates Inc29,764$2.17M0.43%+1,40013F-HRTimeline
Savvy Advisors, Inc.28,600$2.09M0.04%+3,07613F-HRTimeline
Gilbert Capital Group, Inc.27,253$1.99M1.39%-23213F-HRTimeline
Farther Finance Advisors, LLC26,781$1.95M0.02%+6,85013F-HRTimeline
Perennial Investment Advisors, LLC26,498$1.93M0.13%-4,29113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,625$1.87M0.02%+49713F-HRTimelineGroup
Creative Planningin group Creative Planning25,237$1.84M<0.01%-27213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,702$1.73M<0.01%-55013F-HRTimelineGroup
Napier Financial, LLC23,155$1.69M0.35%-15513F-HRTimeline
Crestwood Advisors Group, LLC22,832$1.67M0.02%+2,60813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,523$1.64M<0.01%+1,15913F-HRTimelineGroup
R. W. Roge & Company, Inc.21,071$1.54M0.65%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…20,603$1.5M0.04%+60313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,803$1.45M0.03%-1,02813F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.17,261$1.26M0.31%new13F-HRTimeline
J.Safra Asset Management Corp16,848$1.23M0.06%+2313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,798$1.22M<0.01%-4,43113F-HRTimelineGroup
Cetera Investment Advisers15,189$1.11M<0.01%-2,80713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,794$1.08M<0.01%+32813F-HRTimelineGroup
Coastline Trust Co14,408$1.05M0.09%-29513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Corient Private Wealth LPin group Corient Private Wealth LP13,789$1.01M<0.01%-2,09213F-HR/ATimelineGroup
One Capital Management, LLC15,150$956K0.03%+3213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC15,138$955K0.16%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,973$946K<0.01%013F-HRTimelineGroup
Veracity Capital LLC12,909$941K0.25%+55313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,107$883K<0.01%+7,86713F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.11,699$853K0.42%-23813F-HRTimeline
Advisory Alpha, LLC11,229$819K0.02%+1,69413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,922$797K0.12%+4613F-HRTimeline
SEVEN MILE ADVISORY10,380$757K0.51%new13F-HRTimeline
Opulen Financial Group LLC9,827$717K0.45%+1,13613F-HRTimeline
FinArc Investments, Inc.9,551$697K0.63%-19413F-HRTimeline
Godfrey Financial Associates, Inc.8,973$692K0.53%+1,78013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co9,299$678K0.03%+3,67813F-HRTimelineGroup
Warren Street Wealth Advisors, LLC9,224$673K0.15%-26613F-HRTimeline
Single Point Partners, LLC8,230$600K0.11%+713F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC7,650$558K0.46%-1,30013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,555$551K0.02%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,426$542K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC7,208$542K0.16%+1413F-HRTimeline
Per Stirling Capital Management, LLC.7,334$535K0.05%-8813F-HRTimeline
Mariner, LLCin group Mariner, LLC7,158$522K<0.01%-6,89913F-HRTimelineGroup
Zhang Financial LLC6,966$508K0.01%+213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.6,907$504K0.14%-113F-HRTimeline
HBW ADVISORY SERVICES LLC6,427$469K0.04%+41513F-HRTimeline
Marshall Financial Group, LLC5,963$435K0.06%-8413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,911$431K<0.01%-7,30713F-HRTimelineGroup
CAPE ANN SAVINGS BANK5,877$429K0.2%+81713F-HRTimeline
Cannon Financial Strategists, Inc.5,755$420K0.05%013F-HRTimeline
True Link Financial Advisors, LLC5,644$412K0.02%+20013F-HR/ATimeline
BRAVE ASSET MANAGEMENT INC5,615$410K0.09%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,608$409K0.01%013F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC5,493$401K0.03%+30013F-HRTimeline
McClarren Financial Advisors, Inc.5,490$400K0.21%013F-HRTimeline
Veridan Wealth LLC5,294$386K0.13%-32313F-HRTimeline
Briggs Wealth Management, Inc5,019$366K0.33%+4813F-HRTimeline
MML INVESTORS SERVICES, LLC4,966$362K<0.01%+6613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,788$349K0.01%-18513F-HRTimelineGroup
SFG Wealth Management, LLC.4,778$348K0.13%+2713F-HRTimeline
Aptus Capital Advisors, LLC4,764$347K<0.01%+1013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,762$347K0.01%+7113F-HRTimeline
Horizon Wealth Management, LLC4,669$341K0.04%+11513F-HRTimeline
J.W. COLE ADVISORS, INC.4,618$337K0.01%new13F-HRTimeline
NewEdge Advisors, LLC4,485$327K<0.01%-7513F-HRTimeline
Coastal Bridge Advisors, LLC4,485$327K0.02%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC5,112$322K0.01%-5,72513F-HRTimeline
Ellenbecker Investment Group3,999$292K0.03%-7,73013F-HRTimeline
THOMPSON DAVIS & CO., INC.3,880$283K0.17%013F-HRTimeline
SHP Wealth Management3,769$275K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,532$258K0.02%013F-HRTimeline
Ethic Inc.3,497$255K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC3,416$249K<0.01%-7913F-HRTimeline
WNY Asset Management, LLC3,307$241K0.02%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,206$234K<0.01%+713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,177$232K<0.01%-113F-HRTimelineGroup
Venture Visionary Partners LLC3,130$228K0.01%-49113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.3,065$224K0.02%new13F-HRTimelineGroup
Sigma Planning Corp3,011$220K0.01%new13F-HRTimeline
ALTFEST L J & CO INC2,986$218K0.02%-88313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp2,863$209K<0.01%new13F-HRTimelineGroup
SAXON INTERESTS, INC.2,848$208K0.06%new13F-HRTimeline
Sincerus Advisory, LLC2,790$203K0.14%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,491$182K<0.01%+12513F-HRTimeline
UBS Group AGin group UBS Group AG2,383$174K<0.01%+1,91613F-HRTimelineGroup
Milestone Investment Advisors LLC2,200$160K0.03%+17513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,911$139K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,873$137K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC1,765$129K0.02%+9413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,188$86.6K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC1,133$82.6K0.02%-3113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,096$79.9K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,063$77.5K<0.01%+8013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\672$49K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC383$27.8K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.355$25.9K<0.01%+1613F-HRTimeline
Investors Portfolio Services LLC339$24.7K0.02%013F-HRTimeline
AlphaCore Capital LLC300$21.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…179$13.1K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA175$13K<0.01%-1,08713F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC113$8.24K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.95$6.93K<0.01%+3013F-HRTimeline
Capitol Family Office, Inc.94$6.86K0.01%013F-HRTimeline
IFG Advisory, LLC89$6.46K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…7$511<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1$73<0.01%013F-HRTimelineGroup