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Disclosery

EFIV SPDR SERIES TRUST

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SHS (fund)

114 managers (114 13F filers) reported a position in EFIV shares at 2025-06-30, 5,661,562 shares in all. 14 filers opened a position and 12 filers sold out during the quarter.

Managers
114
13F filers
114
New
14
Added
50
Reduced
32
Sold out
12
Shares held by filers
5,661,562

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Provida Pension Fund Administrator895,572$52.4M0.95%-1,364,44013F-HRTimeline
Bank of Italy771,136$45.1M2.18%013F-HRTimeline
Koss-Olinger Consulting, LLC414,067$24.2M1.99%-52,73813F-HRTimeline
Baltimore-Washington Financial Advisors…379,823$22.2M1.04%+1,23013F-HRTimeline
LPL Financial LLC317,842$18.6M0.01%-39,21313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP263,770$15.4M1.42%+32,23613F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC213,100$12.5M0.01%-12,11113F-HRTimelineGroup
SOA Wealth Advisors, LLC.193,131$11.3M2.12%+37,69213F-HRTimeline
Laurel Wealth Planning LLC177,279$10.4M5.9%-20,24813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES175,631$10.3M4.07%-32,40213F-HRTimeline
Private Advisor Group, LLC151,874$8.89M0.05%+1,64213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP130,200$7.62M0.01%+75,50013F-HRTimelineGroup
Blue Edge Capital, LLC97,004$5.68M0.84%-2,20913F-HRTimeline
SEEDS INVESTOR LLC93,522$5.48M1.29%+10,67713F-HRTimeline
Integrated Wealth Concepts LLC90,428$5.29M0.05%+1,73013F-HRTimeline
Financial Engines Advisors L.L.C.86,798$5.08M0.01%-8,12413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,930$3.27M<0.01%+35,65713F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC54,960$3.22M0.06%-11,25313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp47,262$2.77M<0.01%+1,02213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,242$2.71M<0.01%+46,02113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,563$2.61M<0.01%+4513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,650$2.56M<0.01%-84,72413F-HRTimelineGroup
HighTower Advisors, LLC36,663$2.15M<0.01%-6,58713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,610$2.14M0.02%+47713F-HRTimelineGroup
One Capital Management, LLC33,289$1.95M0.07%-14,62513F-HRTimeline
Armbruster Capital Management, Inc.32,104$1.88M0.34%+30013F-HRTimeline
Gilbert Capital Group, Inc.31,400$1.84M1.52%13F-HRTimeline
Richard P Slaughter Associates Inc30,294$1.77M0.36%+9,24713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,444$1.72M<0.01%+24,22113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,485$1.67M<0.01%-27,75713F-HRTimelineGroup
BIRCHBROOK, INC.25,258$1.48M0.79%+5,55613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,627$1.44M<0.01%+113F-HR/ATimelineGroup
Larson Financial Group LLC24,622$1.44M0.06%+2,83113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,269$1.42M0.02%-81813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,237$1.36M<0.01%+84713F-HRTimelineGroup
Perennial Investment Advisors, LLC20,662$1.21M0.12%+1,43313F-HRTimeline
Farther Finance Advisors, LLC20,254$1.19M0.02%-93,90413F-HRTimeline
Savvy Advisors, Inc.19,740$1.16M0.08%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC19,612$1.15M0.07%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,445$1.14M0.04%+1,21613F-HRTimelineGroup
Cetera Investment Advisers16,859$987K<0.01%-2,02613F-HRTimeline
Coastline Trust Co16,836$986K0.11%-76913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
J.Safra Asset Management Corp16,759$981K0.07%+2513F-HR/ATimeline
R. W. Roge & Company, Inc.16,495$965K0.55%-1,58813F-HRTimeline
Veracity Capital LLC15,536$910K0.32%+20813F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD15,154$885K0.01%+6,65413F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC14,609$855K0.16%+1,01213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,961$817K<0.01%013F-HR/ATimelineGroup
Fort Point Capital Partners LLC12,617$739K0.07%-13313F-HRTimeline
Sage Advisory Services, Ltd.Co.12,161$712K0.39%+15313F-HRTimeline
Warren Street Wealth Advisors, LLC11,714$686K0.23%+15513F-HRTimeline
Mariner, LLCin group Mariner, LLC10,674$625K<0.01%+3,53613F-HRTimelineGroup
Crestwood Advisors Group, LLC10,378$608K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,764$572K<0.01%+1,91413F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC9,667$566K0.57%-23313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,512$557K0.02%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,830$517K<0.01%+37513F-HRTimelineGroup
Opulen Financial Group LLC8,504$498K0.41%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,495$497K<0.01%013F-HRTimelineGroup
Operose Advisors LLC8,343$488K0.14%+2513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,235$482K<0.01%-1,48313F-HRTimelineGroup
Single Point Partners, LLC8,205$480K0.1%+713F-HRTimeline
Chicago Capital, LLC8,067$472K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,555$442K0.02%013F-HRTimelineGroup
LongView Asset Management LLC7,314$428K0.32%-1,74913F-HRTimeline
Front Row Advisors LLC7,023$411K0.14%+64013F-HRTimeline
Per Stirling Capital Management, LLC.6,811$399K0.05%-11713F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.6,646$389K0.16%-3,07613F-HRTimeline
Good Life Advisors, LLC6,505$381K0.02%+1,31613F-HRTimeline
Marshall Financial Group, LLC5,807$341K0.07%-26313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,608$328K0.01%013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC5,569$326K0.04%-11613F-HRTimeline
Zhang Financial LLC5,487$321K0.01%+74313F-HRTimeline
McClarren Financial Advisors, Inc.5,447$319K0.21%+1713F-HRTimeline
BRAVE ASSET MANAGEMENT INC5,418$317K0.09%013F-HRTimeline
ALTFEST L J & CO INC5,302$310K0.04%-64013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,235$307K0.01%+17713F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC5,093$298K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC4,569$268K<0.01%+14913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,487$263K0.02%+1,30113F-HRTimelineGroup
First Affirmative Financial Network4,370$256K0.13%-2,29013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,283$251K<0.01%+1,10613F-HRTimelineGroup
Ellenbecker Investment Group4,115$241K0.04%+14913F-HRTimeline
Sigma Planning Corp4,029$236K0.01%-313F-HRTimeline
NewEdge Advisors, LLC3,965$232K<0.01%+11013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,941$231K0.01%new13F-HRTimeline
THOMPSON DAVIS & CO., INC.3,880$227K0.15%new13F-HR/ATimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.3,713$217K0.02%new13F-HRTimelineGroup
Horizon Wealth Management, LLC3,701$217K0.04%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,694$216K<0.01%+84613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,560$208K<0.01%new13F-HRTimeline
Ethic Inc.3,495$203K<0.01%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,460$203K0.04%new13F-HRTimeline
Allworth Financial LP3,241$190K<0.01%+1013F-HRTimeline
Wells Financial Advisors INC2,610$153K0.21%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,873$109K0.02%new13F-HRTimeline
Tradewinds Capital Management, LLC1,567$91.7K0.02%+12313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,109$64.9K0.01%new13F-HR/ATimeline
FMR LLCin group FMR LLC1,039$60.8K<0.01%-6713F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC850$49.8K<0.01%+1913F-HRTimeline
Milestone Investment Advisors LLC817$47.9K0.01%+213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\672$39.3K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc626$36.7K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.495$29K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.410$24K<0.01%+18613F-HRTimeline
Crews Bank & Trust350$20.5K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC176$10.3K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG126$7.38K<0.01%-6,62713F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC113$6.62K<0.01%013F-HRTimeline
Capitol Family Office, Inc.99$5.8K0.01%013F-HRTimeline
Geneos Wealth Management Inc.65$3.81K<0.01%-63013F-HRTimeline
Glen Eagle Advisors, LLC38$2.23K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC30$1.76K<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.