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Disclosery

EFIV SPDR SERIES TRUST

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SHS (fund)

115 managers (115 13F filers) reported a position in EFIV shares at 2025-09-30, 5,598,285 shares in all. 10 filers opened a position and 9 filers sold out during the quarter.

Managers
115
13F filers
115
New
10
Added
47
Reduced
35
Sold out
9
Shares held by filers
5,598,285

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$49M2.36%013F-HRTimeline
Provida Pension Fund Administrator497,472$31.6M0.55%-398,10013F-HRTimeline
Olde Wealth Management, LLC474,179$31M9.58%13F-HRTimeline
Baltimore-Washington Financial Advisors…389,065$24.7M1.06%+9,24213F-HRTimeline
Koss-Olinger Consulting, LLC414,067$24.2M2%013F-HRTimeline
LPL Financial LLC323,738$20.6M0.01%+5,89613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP290,014$18.4M1.54%+26,24413F-HRTimelineGroup
SOA Wealth Advisors, LLC.198,239$12.6M2.16%+5,10813F-HRTimeline
Laurel Wealth Planning LLC169,853$10.8M5.71%-7,42613F-HRTimeline
RETIREMENT CAPITAL STRATEGIES168,342$10.7M4.11%-7,28913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC153,977$9.79M<0.01%-59,12313F-HRTimelineGroup
Private Advisor Group, LLC150,717$9.58M0.05%-1,15713F-HRTimeline
Blue Edge Capital, LLC99,903$6.35M0.9%+2,89913F-HRTimeline
Integrated Wealth Concepts LLC93,235$5.93M0.05%+2,80713F-HRTimeline
Financial Engines Advisors L.L.C.87,637$5.57M0.01%+83913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.58,113$3.7M0.03%+21,50313F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC54,214$3.45M0.06%-74613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…54,148$3.44M<0.01%-1,78213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp48,973$3.11M<0.01%+1,71113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP46,800$2.98M<0.01%-83,40013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,006$2.93M<0.01%+1,44313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,883$2.6M<0.01%+12,39813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,127$2.42M<0.01%-5,52313F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,329$2.37M<0.01%+7,88513F-HRTimelineGroup
HighTower Advisors, LLC34,286$2.18M<0.01%-2,37713F-HRTimeline
Armbruster Capital Management, Inc.31,804$2.02M0.34%-30013F-HRTimeline
Gilbert Capital Group, Inc.30,941$1.97M1.52%-45913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN27,978$1.78M<0.01%+4,74113F-HRTimelineGroup
BIRCHBROOK, INC.26,660$1.7M0.88%+1,40213F-HRTimeline
SEEDS INVESTOR LLC26,454$1.68M0.35%-67,06813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY26,178$1.66M<0.01%+21,89513F-HR/ATimelineGroup
Savvy Advisors, Inc.26,114$1.66M0.08%+6,37413F-HRTimeline
Richard P Slaughter Associates Inc25,843$1.64M0.35%-4,45113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,525$1.62M<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC24,821$1.58M0.06%+19913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,202$1.54M0.02%-6713F-HRTimelineGroup
Farther Finance Advisors, LLC21,523$1.37M0.02%+1,26913F-HRTimeline
Perennial Investment Advisors, LLC21,523$1.37M0.11%+86113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,248$1.31M<0.01%-3,37913F-HRTimelineGroup
R. W. Roge & Company, Inc.20,635$1.31M0.67%+4,14013F-HRTimeline
One Capital Management, LLC19,630$1.25M0.04%-13,65913F-HRTimeline
Cetera Investment Advisers19,361$1.23M<0.01%+2,50213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,043$1.21M0.04%-40213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,286$1.16M<0.01%+10,05113F-HRTimelineGroup
J.Safra Asset Management Corp16,781$1.07M0.06%+2213F-HRTimeline
Coastline Trust Co16,648$1.06M0.11%-18813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD15,735$998K0.01%+58113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP13,961$888K<0.01%013F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC13,842$880K0.15%-76713F-HRTimeline
Mariner, LLCin group Mariner, LLC13,577$863K<0.01%+2,90313F-HRTimelineGroup
Veracity Capital LLC12,190$775K0.25%-3,34613F-HRTimeline
Sage Advisory Services, Ltd.Co.11,981$762K0.4%-18013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,821$752K<0.01%+2,05713F-HRTimeline
Crestwood Advisors Group, LLC11,471$729K0.01%+1,09313F-HRTimeline
SAX WEALTH ADVISORS, LLC10,837$689K0.04%-8,77513F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC9,100$579K0.54%-56713F-HRTimeline
Warren Street Wealth Advisors, LLC9,052$576K0.17%-2,66213F-HRTimeline
Ellenbecker Investment Group8,967$570K0.08%+4,85213F-HRTimeline
Opulen Financial Group LLC8,646$550K0.42%+14213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,495$540K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,444$537K<0.01%-38613F-HRTimelineGroup
Operose Advisors LLC8,364$532K0.13%+2113F-HRTimeline
Single Point Partners, LLC8,211$522K0.11%+613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,555$480K0.02%013F-HRTimelineGroup
Front Row Advisors LLC7,373$469K0.16%+35013F-HRTimeline
Per Stirling Capital Management, LLC.6,811$433K0.05%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.6,667$424K0.16%+2113F-HRTimeline
HRT FINANCIAL LP6,159$391K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,070$386K<0.01%new13F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co6,045$384K0.02%+1,55813F-HRTimelineGroup
HBW ADVISORY SERVICES LLC6,023$383K0.04%+45413F-HRTimeline
Veridan Wealth LLC5,910$376K0.13%13F-HRTimeline
Marshall Financial Group, LLC5,774$367K0.07%-3313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,608$357K0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,518$351K0.01%+28313F-HRTimelineGroup
Zhang Financial LLC5,489$349K0.01%+213F-HRTimeline
McClarren Financial Advisors, Inc.5,461$347K0.21%+1413F-HRTimeline
BRAVE ASSET MANAGEMENT INC5,418$345K0.08%013F-HRTimeline
LongView Asset Management LLC5,321$338K0.23%-1,99313F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC5,093$324K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC4,678$297K<0.01%+10913F-HRTimeline
Horizon Wealth Management, LLC4,276$272K0.04%+57513F-HRTimeline
ALTFEST L J & CO INC3,973$253K0.03%-1,32913F-HRTimeline
NewEdge Advisors, LLC3,965$252K<0.01%013F-HRTimeline
THOMPSON DAVIS & CO., INC.3,880$247K0.15%013F-HRTimeline
Sanctuary Advisors, LLC3,877$247K<0.01%new13F-HR/ATimeline
Advisory Alpha, LLC3,816$244K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,704$236K<0.01%+1013F-HR/ATimelineGroup
Venture Visionary Partners LLC3,644$232K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.3,569$227K<0.01%+913F-HRTimeline
Ethic Inc.3,497$222K<0.01%+213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,458$220K0.01%-48313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,446$219K0.04%-1413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,441$219K0.02%new13F-HRTimeline
SFG Wealth Management, LLC.3,372$214K0.09%new13F-HRTimeline
WNY Asset Management, LLC3,307$210K0.02%new13F-HRTimeline
Allworth Financial LP3,250$207K<0.01%+913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.3,229$205K0.01%-48413F-HRTimelineGroup
Wells Financial Advisors INC2,610$166K0.22%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,947$124K<0.01%-44,29513F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,873$119K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC1,567$99.6K0.02%013F-HRTimeline
FMR LLCin group FMR LLC980$62.3K<0.01%-5913F-HRTimelineGroup
Milestone Investment Advisors LLC820$52.1K0.01%+313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\672$42.7K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc628$39.9K<0.01%+213F-HRTimeline
Rossby Financial, LCC576$36.8K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.495$31.5K<0.01%013F-HRTimeline
Crews Bank & Trust350$22.3K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.252$16K<0.01%-15813F-HRTimeline
Salomon & Ludwin, LLC176$11.3K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC113$7.19K<0.01%013F-HRTimeline
Capitol Family Office, Inc.99$6.29K0.01%013F-HRTimeline
Geneos Wealth Management Inc.65$4.13K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC40$2.54K<0.01%+1013F-HRTimeline