SPDR SERIES TRUST - EFIV

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$459.8M
QoQ value delta ($000)
-$197K (-0.04%)
Implied price effect (QoQ)
+0.11%
Shares
Total shares
6,303,824
QoQ shares delta
-9,953 (-0.16%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (EFIV)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 4 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Bank of Italy 56,239 771,136 2.56%
Olde Wealth Management, LLC 38,573 528,913 10.93%
TOMPKINS FINANCIAL CORP 31,045 419,195 2.19%
Koss-Olinger Consulting, LLC 29,721 407,529 2.29%
Baltimore-Washington Financial Advisors, Inc. 29,445 403,748 1.1%
LPL Financial LLC 25,263 346,408 0.01%
Systelligence, LLC 20,763 284,700 3.47%
Allworth Financial LP 16,400 224,885 0.07%
PRINCIPAL FINANCIAL GROUP INC 14,256 195,483 0.01%
SOA Wealth Advisors, LLC. 12,087 165,919 2.03%
RETIREMENT CAPITAL STRATEGIES 11,433 156,774 3.97%
Laurel Wealth Planning LLC 11,333 155,404 5.01%
Private Advisor Group, LLC 7,223 99,044 0.03%
Blue Edge Capital, LLC 7,035 96,463 0.84%
Financial Engines Advisors L.L.C. 6,868 94,176 0.01%
Integrated Wealth Concepts LLC 6,608 90,608 0.04%
GAM Holding AG 5,519 75,715 0.42%
Atomic Invest LLC 5,458 75,295 0.48%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,114 70,134 0.0%
MEITAV INVESTMENT HOUSE LTD 4,265 58,805 0.03%
Gradient Investments LLC 4,236 58,090 0.06%
Equitable Holdings, Inc. 3,956 54,253 0.02%
Bank of New York Mellon Corp 3,877 53,172 0.0%
RAYMOND JAMES FINANCIAL INC 3,869 53,055 0.0%
HighTower Advisors, LLC 3,761 51,570 0.0%