Who owns EFIV?
State Street SPDR S&P 500 Scored and Screened ETF · State Street
140 institutions reported holding EFIV, worth $457.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EFIV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of Italy | Rome, Italy | $56.2M | 771,136 | No change |
| Olde Wealth Management, LLC | Sammamish, WA | $38.6M | 528,913 | +10,339 shares |
| Tompkins Financial Corp. | Ithaca, NY | $31.0M | 425,668 | +124,302 shares |
| Koss-Olinger Consulting, LLC | Gainesville, FL | $29.7M | 407,529 | −4,881 shares |
| Baltimore-Washington Financial Advisors, Inc. | Columbia, MD | $29.4M | 403,748 | +1,293 shares |
| LPL Financial LLC | Fort Mill, SC | $25.3M | 346,408 | +24,256 shares |
| Systelligence, LLC | Bloomington, MN | $20.8M | 284,700 | New position |
| Allworth Financial LP | Folsom, CA | $16.4M | 224,885 | +5,348 shares |
| Principal Financial Group Inc. | Des Moines, IA | $14.3M | 195,483 | +9,476 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $12.3M | 168,570 | +78,477 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: EFIV vs FNY, EFIV vs BBHM, EFIV vs EES, EFIV vs QVMM.
Frequently asked questions
Who owns EFIV?
140 institutional managers reported holding EFIV in Form 13F filings for June 30, 2026, worth $457.5M in total. The largest reported position was held by Bank of Italy, at $56.2M.
Did institutions buy or sell EFIV last quarter?
Reported 13F value rose 30.7% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EFIV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.