Institutional Ownership
Spdr Series Trust
CUSIP 78468R531S&P 500 ESG ETFEFIVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
130
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Koss-Olinger Consulting, LLC | 412.4K | $26.01M |
| 2 | Baltimore-Washington Financial Advisors, Inc. | 402.5K | $25.39M |
| 3 | Lpl Financial LLC | 322.2K | $20.32M |
| 4 | Tompkins Financial Corp | 301.4K | $19.01M |
| 5 | Allworth Financial LP | 219.5K | $13.85M |
| 6 | Principal Financial Group Inc | 186.0K | $11.73M |
| 7 | Soa Wealth Advisors, LLC. | 169.0K | $10.66M |
| 8 | Laurel Wealth Planning LLC | 158.1K | $9.97M |
| 9 | Retirement Capital Strategies | 157.1K | $9.91M |
| 10 | Private Advisor Group, LLC | 123.8K | $7.81M |