EFIV — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (EFIV)? 9 institutions reported holding $42.43M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Tompkins Financial Corp ($31.0M), Gradient Investments LLC ($4.4M), MassMutual Private Wealth & Trust, FSB ($2.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TOMPKINS FINANCIAL CORP | $31.0M | 419,195 | Trimmed |
| 2 | Gradient Investments LLC | $4.4M | 59,810 | Added |
| 3 | MassMutual Private Wealth & Trust, FSB | $2.7M | 37,009 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $2.0M | 26,480 | Trimmed |
| 5 | Veracity Capital LLC | $956,642 | 12,917 | Added |
| 6 | Coastline Trust Co | $786,888 | 10,625 | Trimmed |
| 7 | Venture Visionary Partners LLC | $245,805 | 3,319 | Added |
| 8 | Sincerus Advisory, LLC | $205,568 | 2,776 | Trimmed |
| 9 | CX Institutional | $58,000 | 778 | New |
Source: SEC Form 13F filings · as of 2026-09-30