EFIV SPDR SERIES TRUST
FollowSHS (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in EFIV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP | 419,195 | $31M | 2.19% | -6,473 | 13F-HRTimelineGroup |
| Gradient Investments LLCin group Gradient Investments LLC | 59,810 | $4.43M | 0.06% | +1,720 | 13F-HRTimelineGroup |
| MassMutual Private Wealth & Trust, FSB | 37,009 | $2.74M | 0.07% | -475 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 26,480 | $1.96M | 0.01% | -301 | 13F-HRTimeline |
| Veracity Capital LLC | 12,917 | $957K | 0.26% | +8 | 13F-HRTimeline |
| Coastline Trust Co | 10,625 | $787K | 0.07% | -3,783 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| Venture Visionary Partners LLC | 3,319 | $246K | 0.01% | +189 | 13F-HRTimeline |
| Sincerus Advisory, LLC | 2,776 | $206K | 0.13% | -14 | 13F-HRTimeline |
| CX Institutional | 778 | $58K | <0.01% | new | 13F-HRTimeline |