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Disclosery

EFIV SPDR SERIES TRUST

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SHS (fund)

116 managers (116 13F filers) reported a position in EFIV shares at 2024-12-31, 8,267,588 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
116
13F filers
116
New
14
Added
46
Reduced
24
Sold out
10
Shares held by filers
8,267,588

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Provida Pension Fund Administrator3,340,740$189M3.85%+932,79513F-HRTimeline
Bank of Italy771,136$43.6M2.16%013F-HRTimeline
Baltimore-Washington Financial Advisors…380,305$21.5M1.1%+17213F-HRTimeline
LPL Financial LLC358,456$20.2M0.01%+76,63413F-HRTimeline
Koss-Olinger Consulting, LLC357,455$20.2M1.77%+2,58013F-HRTimeline
Private Advisor Group, LLC241,180$13.6M0.08%+5,81513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC225,194$12.7M0.01%+45,80113F-HRTimelineGroup
Olde Wealth Management, LLC216,530$12.2M4.37%+23,45513F-HRTimeline
Laurel Wealth Planning LLC212,603$12M7.75%-2,58813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES212,217$12M4.54%-473,03813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP193,900$11M0.03%+72,30013F-HRTimelineGroup
SOA Wealth Advisors, LLC.137,470$7.76M1.43%+37,88013F-HR/ATimeline
Sheets Smith Investment Management113,774$6.43M5.45%13F-HRTimeline
Blue Edge Capital, LLC100,540$5.68M0.89%+5,06313F-HRTimeline
Financial Engines Advisors L.L.C.92,295$5.21M0.01%-3,56713F-HRTimeline
Integrated Wealth Concepts LLC88,713$5.01M0.06%-1,09613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC69,526$3.93M0.08%+6813F-HRTimelineGroup
SEEDS INVESTOR LLC64,183$3.63M1.03%+5,80213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/58,340$3.3M<0.01%+23,11413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,566$2.8M<0.01%+16,62213F-HRTimelineGroup
One Capital Management, LLC49,190$2.78M0.09%-5,55113F-HRTimeline
HighTower Advisors, LLC46,712$2.64M<0.01%+37313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT46,484$2.63M0.32%+4,59313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,541$2.23M<0.01%+21,20313F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.34,387$1.94M0.46%+1,11413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,774$1.85M<0.01%13F-HR/ATimelineGroup
Armbruster Capital Management, Inc.30,730$1.74M0.35%-1,00013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,507$1.61M0.02%+48913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC27,100$1.53M<0.01%+1,08513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,965$1.47M0.02%+15713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,921$1.35M<0.01%-2,56313F-HR/ATimelineGroup
US FINANCIAL ADVISORS, LLC23,690$1.34M0.41%-36013F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.21,264$1.2M0.01%new13F-HRTimeline
Cetera Investment Advisers20,213$1.14M<0.01%+3,47713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,962$1.13M0.05%-18013F-HRTimelineGroup
Focus Financial Network, Inc.19,703$1.11M0.04%-65113F-HRTimeline
SAX WEALTH ADVISORS, LLC19,612$1.11M0.09%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,333$1.09M<0.01%-4,38513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,676$998K<0.01%new13F-HRTimelineGroup
R. W. Roge & Company, Inc.17,567$992K0.54%+5,40813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,342$979K<0.01%-80413F-HRTimelineGroup
Coastline Trust Co15,460$873K0.1%+3,42313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Veracity Capital LLC15,319$865K0.31%+1013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,961$789K<0.01%+513F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC13,597$768K0.15%-3913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC13,500$762K<0.01%013F-HRTimelineGroup
Fort Point Capital Partners LLC12,460$704K0.08%-12713F-HRTimeline
Sage Advisory Services, Ltd.Co.12,008$678K0.4%+4,28113F-HRTimeline
Warren Street Wealth Advisors, LLC11,559$653K0.27%+12513F-HRTimeline
TOWNSQUARE CAPITAL LLC11,559$653K0.01%+12513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.11,391$643K0.29%+1,26513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,746$607K<0.01%+79913F-HRTimelineGroup
Perennial Investment Advisors, LLC10,488$592K0.07%+1,83213F-HRTimeline
CWM, LLCin group CWM, LLC9,567$540K<0.01%+3,20113F-HRTimelineGroup
LongView Asset Management LLC9,396$531K0.46%13F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC8,900$503K0.56%13F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,817$498K<0.01%-50213F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,495$480K<0.01%new13F-HRTimelineGroup
Opulen Financial Group LLC8,491$480K0.44%13F-HRTimeline
J.Safra Asset Management Corp8,363$475K0.04%013F-HRTimeline
Operose Advisors LLC8,293$468K0.16%+2713F-HRTimeline
Single Point Partners, LLC8,191$463K0.11%+713F-HRTimeline
Chicago Capital, LLC8,067$456K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,930$448K<0.01%+12213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,555$427K0.02%013F-HRTimelineGroup
Veridan Wealth LLC7,179$408K0.19%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP7,140$403K0.04%new13F-HRTimelineGroup
Per Stirling Capital Management, LLC.6,928$391K0.06%+2,65013F-HRTimeline
McClarren Financial Advisors, Inc.6,758$381K1.07%+1,36113F-HRTimeline
First Affirmative Financial Network6,660$376K0.22%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,494$367K<0.01%new13F-HRTimelineGroup
ALTFEST L J & CO INC6,226$352K0.04%new13F-HRTimeline
Marshall Financial Group, LLC6,070$343K0.08%-34913F-HRTimeline
Front Row Advisors LLC5,990$338K0.12%+1,61013F-HRTimeline
BRAVE ASSET MANAGEMENT INC5,299$299K0.1%013F-HRTimeline
HBW ADVISORY SERVICES LLC5,243$296K0.03%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,993$282K0.01%013F-HRTimeline
Zhang Financial LLC4,744$268K0.02%013F-HRTimeline
Sanctuary Advisors, LLC4,575$264K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning4,670$264K<0.01%-3,71313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,425$250K0.01%-3,82013F-HRTimelineGroup
Aptus Capital Advisors, LLC4,340$245K<0.01%+26313F-HRTimeline
Good Life Advisors, LLC4,093$231K0.02%013F-HRTimeline
Sigma Planning Corp4,010$226K0.01%-2813F-HRTimeline
NewEdge Advisors, LLC3,855$218K<0.01%-6413F-HRTimeline
MML INVESTORS SERVICES, LLC3,829$216K<0.01%new13F-HRTimeline
Horizon Wealth Management, LLC3,665$207K0.04%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,658$207K0.01%new13F-HRTimeline
Allworth Financial LP3,222$187K<0.01%+1113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,177$179K<0.01%013F-HR/ATimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co2,644$149K0.01%-13713F-HRTimelineGroup
Wells Financial Advisors INC2,560$145K0.2%013F-HRTimeline
Larson Financial Group LLC2,066$117K0.01%+71713F-HRTimeline
COMERICA BANK1,544$87.2K<0.01%013F-HR/ATimeline
Tradewinds Capital Management, LLC1,315$74.3K0.02%+49613F-HRTimeline
FMR LLCin group FMR LLC1,106$62.5K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC1,042$58.9K<0.01%013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,041$58.8K<0.01%+48313F-HRTimelineGroup
Milestone Investment Advisors LLC812$45.9K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA791$45K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC760$42.9K<0.01%013F-HRTimeline
Human Investing LLC684$38.6K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\672$38K<0.01%-6,54713F-HRTimelineGroup
AdvisorNet Financial, Inc623$35.2K<0.01%+213F-HRTimeline
Mattson Financial Services, LLC603$33.6K0.01%-19013F-HRTimeline
HARBOUR INVESTMENTS, INC.495$28K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.419$23.7K<0.01%013F-HRTimeline
Crews Bank & Trust350$19.8K<0.01%13F-HRTimeline
SBI Securities Co., Ltd.267$15.1K<0.01%13F-HRTimeline
EASTERN BANK253$14.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.237$13.4K<0.01%+813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC113$6.38K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC38$2.15K<0.01%-713F-HRTimeline
First Horizon Advisors, Inc.1$78<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
HIGHLINE WEALTH PARTNERS LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.