Skip to content
Disclosery

EFIV SPDR SERIES TRUST

Follow

SHS (fund)

114 managers (114 13F filers) reported a position in EFIV shares at 2025-03-31, 7,436,261 shares in all. 12 filers opened a position and 14 filers sold out during the quarter.

Managers
114
13F filers
114
New
12
Added
47
Reduced
30
Sold out
14
Shares held by filers
7,436,261

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 Administrator2,260,012$121M2.44%-1,080,72813F-HRTimeline
Bank of Italy771,136$41.3M2.18%013F-HRTimeline
Koss-Olinger Consulting, LLC466,805$25M2.1%+109,35013F-HRTimeline
Baltimore-Washington Financial Advisors…378,593$20.3M1.07%-1,71213F-HRTimeline
LPL Financial LLC357,055$19.1M0.01%-1,40113F-HRTimeline
Olde Wealth Management, LLC244,837$13.1M4.62%+28,30713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP231,534$12.4M1.19%+224,39413F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC225,211$12M0.01%+1713F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES208,033$11.1M4.35%-4,18413F-HRTimeline
Laurel Wealth Planning LLC197,527$10.6M7.02%-15,07613F-HRTimeline
SOA Wealth Advisors, LLC.155,439$8.32M1.74%+17,96913F-HRTimeline
Private Advisor Group, LLC150,232$8.04M0.05%-90,94813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/128,374$6.87M<0.01%+70,03413F-HRTimelineGroup
Farther Finance Advisors, LLC114,158$6.13M0.16%new13F-HRTimeline
Blue Edge Capital, LLC99,213$5.31M0.85%-1,32713F-HRTimeline
Financial Engines Advisors L.L.C.94,922$5.08M0.01%+2,62713F-HRTimeline
Integrated Wealth Concepts LLC88,698$4.75M0.06%-1513F-HRTimeline
SEEDS INVESTOR LLC82,845$4.43M1.24%+18,66213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC66,213$3.54M0.07%-3,31313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC56,242$3.01M<0.01%+47,42513F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP54,700$2.93M0.01%-139,20013F-HRTimelineGroup
One Capital Management, LLC47,914$2.56M0.09%-1,27613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp46,240$2.47M<0.01%-3,32613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,518$2.38M<0.01%+11,74413F-HRTimelineGroup
HighTower Advisors, LLC43,250$2.31M<0.01%-3,46213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,133$1.93M0.02%+7,62613F-HRTimelineGroup
Armbruster Capital Management, Inc.31,804$1.7M0.34%+1,07413F-HRTimeline
FSA WEALTH PARTNERS, INC.31,755$1.7M0.64%-2,63213F-HRTimeline
US FINANCIAL ADVISORS, LLC25,687$1.37M0.41%+1,99713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,087$1.34M0.02%-87813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,626$1.32M<0.01%+70513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,390$1.2M<0.01%+5,04813F-HRTimelineGroup
Focus Financial Network, Inc.21,988$1.18M0.05%+2,28513F-HRTimeline
Larson Financial Group LLC21,791$1.17M0.06%+19,72513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,471$1.15M<0.01%+3,79513F-HR/ATimelineGroup
Richard P Slaughter Associates Inc21,047$1.13M0.26%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,273$1.08M<0.01%-19,26813F-HRTimelineGroup
BIRCHBROOK, INC.19,702$1.05M0.59%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC19,612$1.05M0.08%013F-HRTimeline
Perennial Investment Advisors, LLC19,229$1.03M0.12%+8,74113F-HRTimeline
Cetera Investment Advisers18,885$1.01M<0.01%-1,32813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,229$975K0.04%-1,73313F-HRTimelineGroup
R. W. Roge & Company, Inc.18,083$967K0.53%+51613F-HRTimeline
Coastline Trust Co17,605$942K0.12%+2,14513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
J.Safra Asset Management Corp16,734$895K0.07%+8,37113F-HR/ATimeline
Veracity Capital LLC15,328$820K0.32%+913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,961$747K<0.01%013F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC13,597$727K0.15%013F-HRTimeline
Fort Point Capital Partners LLC12,750$682K0.08%+29013F-HRTimeline
Sage Advisory Services, Ltd.Co.12,008$642K0.38%013F-HRTimeline
Warren Street Wealth Advisors, LLC11,559$618K0.24%013F-HRTimeline
TOWNSQUARE CAPITAL LLC11,559$618K0.01%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC9,900$530K0.58%+1,00013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.9,722$520K0.24%-1,66913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,718$520K<0.01%-1,02813F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,255$495K<0.01%new13F-HRTimeline
LongView Asset Management LLC9,063$485K0.42%-33313F-HRTimeline
Opulen Financial Group LLC8,502$455K0.41%+1113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,495$454K<0.01%013F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD8,500$453K0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,455$452K<0.01%-1,11213F-HRTimelineGroup
Operose Advisors LLC8,318$445K0.15%+2513F-HRTimeline
Single Point Partners, LLC8,198$439K0.1%+713F-HRTimeline
Chicago Capital, LLC8,067$432K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,850$420K<0.01%-8013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,555$404K0.02%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,138$382K<0.01%-19,96213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,025$376K<0.01%+53113F-HRTimelineGroup
Per Stirling Capital Management, LLC.6,928$371K0.05%013F-HRTimeline
UBS Group AGin group UBS Group AG6,753$361K<0.01%new13F-HRTimelineGroup
First Affirmative Financial Network6,660$356K0.22%013F-HRTimeline
Prime Capital Investment Advisors, LLC6,406$343K<0.01%new13F-HRTimeline
Front Row Advisors LLC6,383$341K0.13%+39313F-HRTimeline
Marshall Financial Group, LLC6,070$325K0.07%013F-HRTimeline
ALTFEST L J & CO INC5,942$318K0.04%-28413F-HRTimeline
Veridan Wealth LLC5,819$311K0.14%-1,36013F-HRTimeline
HBW ADVISORY SERVICES LLC5,685$304K0.04%+44213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,608$300K0.01%new13F-HRTimelineGroup
McClarren Financial Advisors, Inc.5,430$290K0.19%-1,32813F-HRTimeline
BRAVE ASSET MANAGEMENT INC5,418$290K0.09%+11913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,223$279K<0.01%-14,11013F-HRTimelineGroup
Good Life Advisors, LLC5,189$278K0.02%+1,09613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,068$271K0.01%+7513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,058$271K0.01%+63313F-HRTimelineGroup
Zhang Financial LLC4,744$254K0.01%013F-HRTimeline
Sanctuary Advisors, LLC4,575$245K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC4,420$236K<0.01%+8013F-HRTimeline
Sigma Planning Corp4,032$216K0.01%+2213F-HRTimeline
Ellenbecker Investment Group3,966$212K0.04%new13F-HRTimeline
NewEdge Advisors, LLC3,855$206K<0.01%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,186$170K0.01%+54213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,177$170K<0.01%013F-HRTimelineGroup
Allworth Financial LP3,231$168K<0.01%+913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,848$152K<0.01%+1,80713F-HRTimelineGroup
Wells Financial Advisors INC2,610$140K0.19%+5013F-HRTimeline
Tradewinds Capital Management, LLC1,444$77.3K0.02%+12913F-HRTimeline
FMR LLCin group FMR LLC1,106$59.2K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC1,042$55.7K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC831$44.5K<0.01%+7113F-HRTimeline
Milestone Investment Advisors LLC815$43.6K0.01%+313F-HRTimeline
Geneos Wealth Management Inc.695$37.2K<0.01%+45813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\672$36K<0.01%013F-HRTimelineGroup
Mattson Financial Services, LLC654$35K0.01%+5113F-HRTimeline
AdvisorNet Financial, Inc625$33.4K<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.495$26.5K<0.01%013F-HRTimeline
Crews Bank & Trust350$18.7K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.224$12K<0.01%-4313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA221$11K<0.01%-57013F-HR/ATimelineGroup
Salomon & Ludwin, LLC176$9.42K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC113$6.05K<0.01%013F-HR/ATimeline
Capitol Family Office, Inc.99$5.3K0.01%new13F-HR/ATimeline
Glen Eagle Advisors, LLC38$2.03K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC22$1.18K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.