State Street SPDR S&P 500 ESG ETF (EFIV)
ETF ยท NYSE Arca
State Street SPDR S&P 500 ESG ETF (EFIV) is an exchange-traded fund listed on NYSE Arca, where it has traded since July 27, 2020.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- July 27, 2020
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 140 institutions reported holding EFIV, with 6.3 million shares worth $456.2 million in aggregate. The largest reported holder was Bank of Italy, with 771,136 shares worth $56.2 million. Of the 5 largest holders listed below, 3 added shares, 1 reduced its position and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Bank of Italy | 771,136 | $56M | Unchanged |
| Olde Wealth Management | 528,913 | $39M | Added 1.99% |
| Tompkins Financial | 425,668 | $31M | Added 41.25% |
| Koss-Olinger Consulting | 407,529 | $30M | Reduced 1.18% |
| Baltimore-Washington Financial Advisors | 403,748 | $29M | Added 0.32% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is EFIV?
State Street SPDR S&P 500 ESG ETF (EFIV) is an exchange-traded fund listed on NYSE Arca, where it has traded since July 27, 2020.
Who are the largest institutional holders of EFIV?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of EFIV were Bank of Italy, Olde Wealth Management and Tompkins Financial.
How many institutions own EFIV?
140 institutions reported a position in EFIV for the quarter ended June 30, 2026, worth $456.2 million in total.
Did institutions buy or sell EFIV last quarter?
Of the 5 largest reported holders, 3 added shares, 1 reduced its position and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for EFIV.
Every reported institutional holder, plus insider and congressional trades in EFIV, on SentiSense.