Skip to content
Disclosery

EFIV SPDR SERIES TRUST

Follow

SHS (fund)

123 managers (123 13F filers) reported a position in EFIV shares at 2025-12-31, 5,309,359 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
123
13F filers
123
New
10
Added
54
Reduced
33
Sold out
8
Shares held by filers
5,309,359

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Bank of Italy771,136$51M2.22%013F-HRTimeline
Olde Wealth Management, LLC487,666$32.3M9.92%+13,48713F-HRTimeline
Koss-Olinger Consulting, LLC408,847$27M2.1%-5,22013F-HRTimeline
Baltimore-Washington Financial Advisors…394,279$26.1M1.08%+5,21413F-HRTimeline
LPL Financial LLC328,045$21.7M0.01%+4,30713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP288,111$19.1M1.48%-1,90313F-HRTimelineGroup
SOA Wealth Advisors, LLC.201,104$13.3M2.25%+2,86513F-HRTimeline
Laurel Wealth Planning LLC160,066$10.6M5.87%-9,78713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES158,859$10.5M3.9%-9,48313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC153,977$10.2M0.01%013F-HRTimelineGroup
Private Advisor Group, LLC151,788$10M0.05%+1,07113F-HRTimeline
GAM Holding AGin group GAM Holding AG151,430$10M0.64%new13F-HRTimelineGroup
Blue Edge Capital, LLC101,227$6.7M0.9%+1,32413F-HRTimeline
Financial Engines Advisors L.L.C.94,474$6.25M0.01%+6,83713F-HRTimeline
Integrated Wealth Concepts LLC83,755$5.54M0.07%-9,48013F-HRTimeline
Atomic Invest LLC69,972$4.66M2.62%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…57,126$3.78M<0.01%+2,97813F-HR/ATimelineGroup
Gradient Investments LLCin group Gradient Investments LLC56,992$3.77M0.06%+2,77813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.54,890$3.63M0.02%-3,22313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,227$3.26M<0.01%+25413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,717$3.16M<0.01%+1,71113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,048$2.52M<0.01%-7913F-HRTimelineGroup
HighTower Advisors, LLC34,029$2.25M<0.01%-25713F-HRTimeline
Larson Financial Group LLC32,920$2.18M0.07%+8,09913F-HRTimeline
Armbruster Capital Management, Inc.31,812$2.1M0.35%+813F-HRTimeline
SEEDS INVESTOR LLC31,093$2.06M0.39%+4,63913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN29,487$1.95M<0.01%+1,50913F-HRTimelineGroup
Gilbert Capital Group, Inc.29,246$1.93M1.45%-1,69513F-HRTimeline
BIRCHBROOK, INC.28,619$1.89M0.94%+1,95913F-HRTimeline
Savvy Advisors, Inc.25,230$1.67M0.05%-88413F-HRTimeline
Creative Planningin group Creative Planning25,190$1.67M<0.01%new13F-HRTimelineGroup
Richard P Slaughter Associates Inc25,166$1.66M0.35%-67713F-HRTimeline
Napier Financial, LLC24,905$1.65M0.41%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,330$1.61M0.02%+12813F-HRTimelineGroup
Perennial Investment Advisors, LLC22,445$1.48M0.12%+92213F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD21,490$1.43M0.02%+5,75513F-HRTimelineGroup
Farther Finance Advisors, LLC21,152$1.4M0.02%-37113F-HRTimeline
R. W. Roge & Company, Inc.20,669$1.37M0.68%+3413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,723$1.3M<0.01%-1,52513F-HRTimelineGroup
Cetera Investment Advisers19,583$1.3M<0.01%+22213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,394$1.28M0.04%+35113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,082$1.2M<0.01%-20413F-HRTimelineGroup
J.Safra Asset Management Corp16,804$1.11M0.06%+2313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…16,624$1.1M0.04%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,861$1.05M<0.01%+1,90013F-HR/ATimelineGroup
One Capital Management, LLC15,387$1.02M0.03%-4,24313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,305$1.01M<0.01%+13,35813F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC15,284$1.01M0.17%+1,44213F-HRTimeline
Coastline Trust Co15,229$1.01M0.09%-1,41913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,898$986K<0.01%-22,43113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC13,947$923K<0.01%+37013F-HRTimelineGroup
Crestwood Advisors Group, LLC13,840$916K0.02%+2,36913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO13,081$865K<0.01%+4,58613F-HRTimelineGroup
Veracity Capital LLC12,348$817K0.24%+15813F-HRTimeline
Sage Advisory Services, Ltd.Co.11,981$793K0.43%013F-HRTimeline
Ellenbecker Investment Group11,738$776K0.11%+2,77113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,628$769K<0.01%-19313F-HRTimeline
SAX WEALTH ADVISORS, LLC10,837$717K0.03%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,582$700K<0.01%-30,30113F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,539$631K0.02%new13F-HRTimelineGroup
Warren Street Wealth Advisors, LLC9,052$599K0.17%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC8,950$592K0.55%-15013F-HRTimeline
Opulen Financial Group LLC8,669$573K0.42%+2313F-HRTimeline
Advisory Alpha, LLC8,496$562K0.02%+4,68013F-HRTimeline
Operose Advisors LLC8,386$555K0.13%+2213F-HRTimeline
CWM, LLCin group CWM, LLC8,378$554K<0.01%-6613F-HRTimelineGroup
Single Point Partners, LLC8,217$544K0.11%+613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,812$517K<0.01%+4,10813F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,555$500K0.02%013F-HRTimelineGroup
Front Row Advisors LLC7,186$475K0.16%-18713F-HRTimeline
Per Stirling Capital Management, LLC.6,811$451K0.05%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.6,691$443K0.16%+2413F-HRTimeline
HBW ADVISORY SERVICES LLC6,129$405K0.04%+10613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,086$403K0.02%+4113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,987$396K<0.01%-8313F-HR/ATimelineGroup
Veridan Wealth LLC5,766$381K0.13%-14413F-HRTimeline
Godfrey Financial Associates, Inc.5,694$377K0.33%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,676$375K0.01%+15813F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,608$371K0.01%013F-HRTimelineGroup
Zhang Financial LLC5,491$363K0.01%+213F-HRTimeline
McClarren Financial Advisors, Inc.66$362K0.22%-5,39513F-HRTimeline
BRAVE ASSET MANAGEMENT INC5,418$358K0.08%013F-HRTimeline
Marshall Financial Group, LLC5,362$355K0.07%-41213F-HRTimeline
Range Advisory, LLC5,217$345K0.09%13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC5,193$344K0.03%+10013F-HRTimeline
Horizon Wealth Management, LLC4,553$301K0.05%+27713F-HRTimeline
Aptus Capital Advisors, LLC4,539$300K<0.01%-13913F-HRTimeline
SFG Wealth Management, LLC.4,303$285K0.11%+93113F-HRTimeline
True Link Financial Advisors, LLC4,204$278K0.02%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,203$278K0.05%+75713F-HRTimeline
LongView Asset Management LLC4,050$268K0.19%-1,27113F-HRTimeline
NewEdge Advisors, LLC4,016$266K<0.01%+5113F-HRTimeline
ALTFEST L J & CO INC3,975$263K0.03%+213F-HRTimeline
THOMPSON DAVIS & CO., INC.3,880$257K0.15%013F-HRTimeline
SHP Wealth Management3,769$249K0.02%13F-HRTimeline
Venture Visionary Partners LLC3,631$240K0.01%-1313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,494$233K0.02%+5313F-HRTimeline
Ethic Inc.3,497$231K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,597$231K0.01%+2813F-HRTimeline
Allworth Financial LP3,258$216K<0.01%+813F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.3,229$214K0.02%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,192$211K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,178$210K<0.01%-23,00013F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC3,082$204K0.01%-37613F-HRTimeline
Wells Financial Advisors INC2,610$173K0.33%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,488$165K<0.01%new13F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,873$123K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC1,567$104K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG1,123$74.3K<0.01%new13F-HRTimelineGroup
Milestone Investment Advisors LLC1,017$67.3K0.02%+19713F-HRTimeline
FMR LLCin group FMR LLC983$65K<0.01%+313F-HRTimelineGroup
Rossby Financial, LCC908$60.1K0.02%+33213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\672$44.5K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc630$41.7K<0.01%+213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC495$32.7K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC300$19.8K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC249$16.5K0.01%13F-HRTimeline
SBI Securities Co., Ltd.229$15.1K<0.01%-2313F-HRTimeline
Salomon & Ludwin, LLC176$11.7K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC113$7.47K<0.01%013F-HRTimeline
Capitol Family Office, Inc.94$6.22K0.01%-513F-HRTimeline
Geneos Wealth Management Inc.65$4.3K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…7$463<0.01%13F-HRTimeline