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Disclosery

EFIV SPDR SERIES TRUST

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SHS (fund)

134 managers (134 13F filers) reported a position in EFIV shares at 2026-03-31, 5,835,827 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
134
13F filers
134
New
16
Added
66
Reduced
31
Sold out
7
Shares held by filers
5,835,827

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Bank of Italy771,136$48.6M2.2%013F-HRTimeline
Olde Wealth Management, LLC518,574$32.7M10.35%+30,90813F-HRTimeline
Koss-Olinger Consulting, LLC412,410$26M2.18%+3,56313F-HRTimeline
Baltimore-Washington Financial Advisors…402,455$25.4M1.1%+8,17613F-HRTimeline
LPL Financial LLC322,152$20.3M0.01%-5,89313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP301,366$19M1.51%+13,25513F-HRTimelineGroup
Allworth Financial LP219,537$13.8M0.06%+216,27913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC186,007$11.7M0.01%+32,03013F-HRTimelineGroup
SOA Wealth Advisors, LLC.168,952$10.7M2.01%-32,15213F-HRTimeline
Laurel Wealth Planning LLC158,051$9.97M5.26%-2,01513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES157,122$9.91M3.75%-1,73713F-HRTimeline
Private Advisor Group, LLC123,781$7.81M0.04%-28,00713F-HRTimeline
Financial Engines Advisors L.L.C.98,197$6.19M0.01%+3,72313F-HRTimeline
Blue Edge Capital, LLC96,352$6.08M0.81%-4,87513F-HRTimeline
Integrated Wealth Concepts LLC90,093$5.68M0.05%+6,33813F-HRTimeline
GAM Holding AGin group GAM Holding AG75,715$4.78M0.42%-75,71513F-HRTimelineGroup
Atomic Invest LLC75,295$4.62M2.17%+5,32313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…63,606$4.01M<0.01%+6,48013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/57,566$3.63M<0.01%+19,51813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.54,825$3.63M0.02%-6513F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC55,961$3.53M0.05%-1,03113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp53,233$3.36M<0.01%+4,00613F-HRTimelineGroup
BIRCHBROOK, INC.47,971$3.03M1.48%+19,35213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,448$2.93M<0.01%-1,26913F-HRTimelineGroup
HighTower Advisors, LLC45,178$2.85M<0.01%+11,14913F-HRTimeline
Affiance Financial, LLC44,594$2.81M0.46%new13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD39,590$2.44M0.03%+18,10013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB37,479$2.36M0.06%new13F-HRTimeline
MainStreet Investment Advisors LLC37,479$2.36M0.36%new13F-HRTimeline
Armbruster Capital Management, Inc.35,616$2.25M0.37%+3,80413F-HRTimeline
Larson Financial Group LLC35,036$2.21M0.07%+2,11613F-HRTimeline
SEEDS INVESTOR LLC31,383$2.11M0.29%+29013F-HRTimeline
ROGCO, LP31,794$2.01M0.67%new13F-HRTimeline
Perennial Investment Advisors, LLC30,789$1.94M0.16%+8,34413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,107$1.9M<0.01%+62013F-HR/ATimelineGroup
Richard P Slaughter Associates Inc28,364$1.79M0.39%+3,19813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC27,726$1.75M0.04%new13F-HRTimeline
Gilbert Capital Group, Inc.27,485$1.73M1.34%-1,76113F-HRTimeline
Savvy Advisors, Inc.25,524$1.61M0.04%+29413F-HRTimeline
Creative Planningin group Creative Planning25,509$1.61M<0.01%+31913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,128$1.59M0.02%+79813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,252$1.53M<0.01%+6,17013F-HRTimelineGroup
Napier Financial, LLC23,310$1.47M0.34%-1,59513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,689$1.43M<0.01%+11,06113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,364$1.35M<0.01%+1,64113F-HRTimelineGroup
R. W. Roge & Company, Inc.21,071$1.33M0.63%+40213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC20,831$1.31M0.03%+1,43713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,229$1.3M<0.01%+13,41713F-HR/ATimelineGroup
Crestwood Advisors Group, LLC20,224$1.28M0.02%+6,38413F-HRTimeline
Farther Finance Advisors, LLC19,931$1.27M0.01%-1,22113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…20,000$1.26M0.04%+3,37613F-HRTimeline
Cetera Investment Advisers17,996$1.14M<0.01%-1,58713F-HRTimeline
J.Safra Asset Management Corp16,825$1.06M0.06%+2113F-HRTimeline
HRT FINANCIAL LP15,947$1M<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,881$1M<0.01%+2013F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC15,138$955K0.16%-14613F-HRTimeline
One Capital Management, LLC15,118$954K0.03%-26913F-HRTimeline
Coastline Trust Co14,703$927K0.09%-52613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,466$913K<0.01%+3,88413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC14,057$887K<0.01%+11013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,218$834K<0.01%new13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,973$818K<0.01%-10813F-HRTimelineGroup
Veracity Capital LLC12,356$779K0.28%+813F-HRTimeline
Sage Advisory Services, Ltd.Co.11,937$753K0.41%-4413F-HRTimeline
Ellenbecker Investment Group11,729$740K0.1%-913F-HRTimeline
SAX WEALTH ADVISORS, LLC10,837$717K0.03%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,876$686K0.12%+6,67313F-HRTimeline
FinArc Investments, Inc.9,745$615K0.59%13F-HRTimeline
Advisory Alpha, LLC9,535$601K0.02%+1,03913F-HRTimeline
Warren Street Wealth Advisors, LLC9,490$599K0.15%+43813F-HRTimeline
CWM, LLCin group CWM, LLC9,398$593K<0.01%+1,02013F-HRTimelineGroup
VERUS WEALTH MANAGEMENT, LLC8,950$565K0.52%013F-HRTimeline
Opulen Financial Group LLC8,691$548K0.39%+2213F-HRTimeline
Operose Advisors LLC8,409$530K0.12%+2313F-HRTimeline
Single Point Partners, LLC8,223$519K0.1%+613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,555$477K0.02%013F-HRTimelineGroup
Per Stirling Capital Management, LLC.7,422$468K0.05%+61113F-HRTimeline
Front Row Advisors LLC7,194$454K0.15%+813F-HRTimeline
Godfrey Financial Associates, Inc.7,193$454K0.39%+1,49913F-HRTimeline
Zhang Financial LLC6,964$439K0.02%+1,47313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.6,908$436K0.15%+21713F-HRTimeline
Marshall Financial Group, LLC6,047$381K0.06%+68513F-HRTimeline
HBW ADVISORY SERVICES LLC6,012$379K0.04%-11713F-HRTimeline
Cannon Financial Strategists, Inc.5,755$363K0.05%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,621$355K0.02%-46513F-HRTimelineGroup
Veridan Wealth LLC5,617$354K0.13%-14913F-HRTimeline
BRAVE ASSET MANAGEMENT INC5,615$354K0.08%+19713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,608$354K0.01%013F-HRTimelineGroup
McClarren Financial Advisors, Inc.5,490$346K0.21%+5,42413F-HRTimeline
True Link Financial Advisors, LLC5,444$343K0.02%+1,24013F-HR/ATimeline
Range Advisory, LLC5,203$328K0.06%-1413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC5,193$328K0.03%013F-HRTimeline
CAPE ANN SAVINGS BANK5,060$319K0.16%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,973$314K0.01%-70313F-HRTimelineGroup
Briggs Wealth Management, Inc4,971$314K0.33%new13F-HRTimeline
MML INVESTORS SERVICES, LLC4,900$309K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC4,754$300K<0.01%+21513F-HRTimeline
SFG Wealth Management, LLC.4,751$300K0.12%+44813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,691$296K0.01%+1,60913F-HRTimeline
NewEdge Advisors, LLC4,560$288K<0.01%+54413F-HR/ATimeline
Horizon Wealth Management, LLC4,554$287K0.04%+113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,240$267K<0.01%-10,65813F-HRTimelineGroup
THOMPSON DAVIS & CO., INC.3,880$245K0.16%013F-HRTimeline
ALTFEST L J & CO INC3,869$244K0.03%-10613F-HRTimeline
SHP Wealth Management3,769$238K0.02%013F-HRTimeline
Venture Visionary Partners LLC3,621$228K0.01%-1013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,532$223K0.02%+3813F-HRTimeline
Ethic Inc.3,497$221K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC3,495$220K<0.01%new13F-HRTimeline
WNY Asset Management, LLC3,307$209K0.02%13F-HRTimeline
GTS SECURITIES LLC3,247$205K0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,199$202K<0.01%+713F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,178$200K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,366$149K<0.01%new13F-HRTimeline
Milestone Investment Advisors LLC2,025$128K0.03%+1,00813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,911$121K<0.01%-4,07613F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,873$118K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC1,671$105K0.02%+10413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,262$80K<0.01%-14,04313F-HRTimelineGroup
Rossby Financial, LCC1,164$74K0.02%+25613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,051$66.3K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC983$62K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC867$54.7K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\672$42.4K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG467$29.5K<0.01%-65613F-HRTimelineGroup
Salomon & Ludwin, LLC383$24.4K<0.01%+20713F-HRTimeline
Investors Portfolio Services LLC339$21.4K0.02%+9013F-HRTimeline
SBI Securities Co., Ltd.339$21.4K<0.01%+11013F-HRTimeline
AlphaCore Capital LLC300$18.9K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC113$7.13K<0.01%013F-HRTimeline
Capitol Family Office, Inc.94$6.22K0.01%013F-HRTimeline
Geneos Wealth Management Inc.65$4.1K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…7$442<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1$63<0.01%13F-HRTimelineGroup