Who Owns SPDR SERIES TRUST (EFIV)? -- Institutional Holders (2026-06-30)
146 institutions reported holding $460.1M of SPDR SERIES TRUST (EFIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bank of Italy ($56.2M), Olde Wealth Management, LLC ($38.6M), TOMPKINS FINANCIAL CORP ($31.0M), Koss-Olinger Consulting, LLC ($29.7M), Baltimore-Washington Financial Advisors, Inc. ($29.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Bank of Italy | $56.2M | 771,136 | Hold |
| 2 | Olde Wealth Management, LLC | $38.6M | 528,913 | Added |
| 3 | TOMPKINS FINANCIAL CORP | $31.0M | 425,668 | Added |
| 4 | Koss-Olinger Consulting, LLC | $29.7M | 407,529 | Trimmed |
| 5 | Baltimore-Washington Financial Advisors, Inc. | $29.4M | 403,748 | Added |
| 6 | LPL Financial LLC | $25.3M | 346,408 | Added |
| 7 | Systelligence, LLC | $20.8M | 284,700 | New |
| 8 | Allworth Financial LP | $16.4M | 224,885 | Added |
| 9 | PRINCIPAL FINANCIAL GROUP INC | $14.3M | 195,483 | Added |
| 10 | Integrated Wealth Concepts LLC | $12.3M | 168,570 | Added |
| 11 | SOA Wealth Advisors, LLC. | $12.1M | 165,919 | Trimmed |
| 12 | RETIREMENT CAPITAL STRATEGIES | $11.4M | 156,774 | Trimmed |
| 13 | Laurel Wealth Planning LLC | $11.3M | 155,404 | Trimmed |
| 14 | Private Advisor Group, LLC | $7.2M | 99,044 | Trimmed |
| 15 | Blue Edge Capital, LLC | $7.0M | 96,463 | Added |
| 16 | Financial Engines Advisors L.L.C. | $6.9M | 94,176 | Trimmed |
| 17 | GAM Holding AG | $5.5M | 75,715 | Hold |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.1M | 70,134 | Added |
| 19 | MEITAV INVESTMENT HOUSE LTD | $4.3M | 58,805 | Added |
| 20 | Gradient Investments LLC | $4.2M | 58,090 | Added |
| 21 | Equitable Holdings, Inc. | $4.0M | 54,253 | Trimmed |
| 22 | Bank of New York Mellon Corp | $3.9M | 53,172 | Trimmed |
| 23 | RAYMOND JAMES FINANCIAL INC | $3.9M | 53,055 | Added |
| 24 | HighTower Advisors, LLC | $3.8M | 51,570 | Added |
| 25 | BIRCHBROOK, INC. | $3.5M | 47,396 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30