SPDR SERIES TRUST (EFIV) is held by 40 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling EFIV?

In Q1 2026, 26 institutions opened or increased positions in SPDR SERIES TRUST while 13 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on EFIV?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SPDR SERIES TRUST.

How many hedge funds hold EFIV?

40 institutional investors report holding SPDR SERIES TRUST (EFIV) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into EFIV?

As of Q1 2026, tracked institutions in SPDR SERIES TRUST show 26 buyers versus 13 sellers — net inflows.

SPDR SERIES TRUST

EFIV·78468R531·US·ETF·Unknown - Unknown

Holders

Avg rating(15 Elite)

$106.2M

Total Value

67% (42)

Fund Consensus

26 buying - 13 selling

No verdict yet — fewer than 2 funds hold EFIV.

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	322,152(-1.8%)	$20.3M	0.0%	+52.25%	0
Allworth Financial LP	Increased	219,537(+6638.4%)	$13.8M	0.1%	+10.57%	45
PRINCIPAL FINANCIAL GROUP INC	Increased	186,007(+20.8%)	$11.7M	0.0%	+49.83%	33
Private Advisor Group, LLC	Decreased	123,781(-18.4%)	$7.8M	0.0%	+39.87%	0
Financial Engines Advisors L.L.C.	Increased	98,197(+3.9%)	$6.2M	0.0%	+65.08%	28
IWIntegrated Wealth Concepts LLC	Increased	90,093(+7.6%)	$5.7M	0.0%	+64.52%	29
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	63,606(+11.3%)	$4M	0.0%	+28.68%	30
BANK OF AMERICA CORP /DE/	Increased	57,566(+51.3%)	$3.6M	0.0%	+24.89%	37
Equitable Holdings, Inc.	Decreased	54,825(-0.1%)	$3.6M	0.0%	+41.81%	0
Bank of New York Mellon Corp	Increased	53,233(+8.1%)	$3.4M	0.0%	+51.45%	29
RAYMOND JAMES FINANCIAL INC	Decreased	46,448(-2.7%)	$2.9M	0.0%	+30.41%	0
HighTower Advisors, LLC	Increased	45,178(+32.8%)	$2.8M	0.0%	+48.10%	34
HUNTINGTON NATIONAL BANK	Increased	31,595(+32.5%)	$2M	0.0%	+12.32%	33
WELLS FARGO & COMPANY/MN	Increased	30,107(+2.1%)	$1.9M	0.0%	+43.19%	26
Creative Planning	Increased	25,509(+1.3%)	$1.6M	0.0%	+9.38%	26
ENVESTNET ASSET MANAGEMENT INC	Increased	24,252(+34.1%)	$1.5M	0.0%	+28.32%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	22,689(+95.1%)	$1.4M	0.0%	+25.60%	41
OSAIC HOLDINGS, INC.	Increased	21,364(+8.3%)	$1.3M	0.0%	+67.76%	28
JPMORGAN CHASE & CO	Increased	21,229(+171.8%)	$1.3M	0.0%	+13.18%	41
Farther Finance Advisors, LLC	Decreased	19,931(-5.8%)	$1.3M	0.0%	+36.68%	0