SPDR SERIES TRUST - EFIV

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$348.1M

QoQ value delta ($000)

+$24.63M (+7.61%)

Implied price effect (QoQ)

+4.55%

Total shares

5,258,021

QoQ shares delta

+149,934 (+2.94%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Bank of Italy	51,011	771,136	2.22%
Olde Wealth Management, LLC	32,259	487,666	9.92%
Koss-Olinger Consulting, LLC	27,045	408,847	2.1%
Baltimore-Washington Financial Advisors, Inc.	26,081	394,279	1.08%
LPL Financial LLC	21,700	328,045	0.01%
TOMPKINS FINANCIAL CORP	19,058	288,111	1.48%
SOA Wealth Advisors, LLC.	13,303	201,104	2.25%
Laurel Wealth Planning LLC	10,588	160,066	5.87%
RETIREMENT CAPITAL STRATEGIES	10,508	158,859	3.9%
PRINCIPAL FINANCIAL GROUP INC	10,185	153,977	0.01%
Private Advisor Group, LLC	10,040	151,788	0.05%
GAM Holding AG	10,015	151,430	0.64%
Blue Edge Capital, LLC	6,696	101,227	0.9%
Financial Engines Advisors L.L.C.	6,249	94,474	0.01%
Integrated Wealth Concepts LLC	5,540	83,755	0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3,778	57,126	0.0%
Gradient Investments LLC	3,770	56,992	0.06%
Equitable Holdings, Inc.	3,630	54,890	0.02%
Bank of New York Mellon Corp	3,256	49,227	0.0%
RAYMOND JAMES FINANCIAL INC	3,156	47,717	0.0%
BANK OF AMERICA CORP /DE/	2,516	38,048	0.0%
HighTower Advisors, LLC	2,251	34,029	0.0%
Larson Financial Group LLC	2,177	32,920	0.07%
Armbruster Capital Management, Inc.	2,104	31,812	0.35%
SEEDS INVESTOR LLC	2,056	31,093	0.39%