SPDR SERIES TRUST

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EFIV·78468R531·US·etf·Unknown - Unknown

STATE STREET SPD

EFIV (SPDR SERIES TRUST) is held by 39 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($20.3M), Allworth Financial LP ($13.8M), PRINCIPAL FINANCIAL GROUP INC ($11.7M). Net institutional sentiment: Mixed.

39

Holders

Avg rating(10 Elite)

$105.9M

Total Value

64% (42)

Fund Consensus

25 buying - 14 selling

Smart Money Verdict

View all

61Mixed MomentumSingle Source

Institutional (13F)61

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how EFIV's score breaks down across 4 SEC sources

Holder Quality

10

★★★★★

Elite

16

★★★★

Strong

12

★★★

Solid

4

★★

Below

0

★

Weak

Held by 39 funds

10 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (39)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	322,152(-1.8%)	$20.3M	0.0%	+49.90%	0
Allworth Financial LP	Increased	219,537(+6638.4%)	$13.8M	0.1%	+8.87%	45
PRINCIPAL FINANCIAL GROUP INC	Increased	186,007(+20.8%)	$11.7M	0.0%	+47.53%	33
Private Advisor Group, LLC	Decreased	123,781(-18.4%)	$7.8M	0.0%	+37.72%	0
Financial Engines Advisors L.L.C.	Increased	98,197(+3.9%)	$6.2M	0.0%	+62.54%	28
IWIntegrated Wealth Concepts LLC	Increased	90,093(+7.6%)	$5.7M	0.0%	+61.99%	29
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	63,606(+11.3%)	$4M	0.0%	+26.71%	30
BANK OF AMERICA CORP /DE/	Increased	57,566(+51.3%)	$3.6M	0.0%	+22.97%	37
Equitable Holdings, Inc.	Decreased	54,825(-0.1%)	$3.6M	0.0%	+39.63%	0
Bank of New York Mellon Corp	Increased	53,233(+8.1%)	$3.4M	0.0%	+49.12%	29
RAYMOND JAMES FINANCIAL INC	Decreased	46,448(-2.7%)	$2.9M	0.0%	+28.41%	0
HighTower Advisors, LLC	Increased	45,178(+32.8%)	$2.8M	0.0%	+45.82%	34
HUNTINGTON NATIONAL BANK	Increased	31,595(+32.5%)	$2M	0.0%	+10.59%	33
WELLS FARGO & COMPANY/MN	Increased	30,107(+2.1%)	$1.9M	0.0%	+40.99%	26
Creative Planning	Increased	25,509(+1.3%)	$1.6M	0.0%	+7.70%	26
ENVESTNET ASSET MANAGEMENT INC	Increased	24,252(+34.1%)	$1.5M	0.0%	+26.35%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	22,689(+95.1%)	$1.4M	0.0%	+23.67%	41
OSAIC HOLDINGS, INC.	Increased	21,364(+8.3%)	$1.3M	0.0%	+65.18%	28
JPMORGAN CHASE & CO	Increased	21,229(+171.8%)	$1.3M	0.0%	+11.44%	41
Farther Finance Advisors, LLC	Decreased	19,931(-5.8%)	$1.3M	0.0%	+34.58%	0

Showing 1-20 of 42

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer