SPDR SER TR

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EFIV·78468R531·US·ETF

EFIV (SPDR SER TR) is held by 40 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($25.3M), Allworth Financial LP ($16.4M), PRINCIPAL FINANCIAL GROUP INC ($14.3M). Net institutional sentiment: Mixed.

40

Holders

(7 Elite)

$124M

Total Value

54% (39)

Consensus

21 buying - 18 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)51

Insider (Form 4)29

Activist (13D/13G)34

Congressional (STOCK Act)29

Holder Quality

75

★★★★★

Elite

67

★★★★

Strong

83

★★★

Solid

41

★★

Below

36

★

Weak

Held by 40 funds

7 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for EFIV.

Top Holders

Top Holders (40)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	346,408(+7.5%)	$25.3M	0.0%	+54.37%	31
Allworth Financial LP	Increased	224,885(+2.4%)	$16.4M	0.1%	+13.94%	29
PRINCIPAL FINANCIAL GROUP INC	Increased	195,483(+5.1%)	$14.3M	0.0%	+53.49%	30
Private Advisor Group, LLC	Decreased	99,044(-20.0%)	$7.2M	0.0%	+44.71%	0
Financial Engines Advisors L.L.C.	Decreased	94,176(-4.1%)	$6.9M	0.0%	+72.44%	0
IWIntegrated Wealth Concepts LLC	Increased	90,608(+0.6%)	$6.6M	0.0%	+73.06%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	70,134(+10.3%)	$5.1M	0.0%	+30.80%	30
Equitable Holdings, Inc.	Decreased	54,253(-1.0%)	$4M	0.0%	+47.17%	0
Bank of New York Mellon Corp	Decreased	53,172(-0.1%)	$3.9M	0.0%	+56.46%	0
RAYMOND JAMES FINANCIAL INC	Increased	53,055(+14.2%)	$3.9M	0.0%	+29.79%	30
HighTower Advisors, LLC	Increased	51,570(+14.2%)	$3.8M	0.0%	+44.36%	30
WELLS FARGO & COMPANY/MN	Increased	39,899(+32.5%)	$2.9M	0.0%	+36.85%	34
BANK OF AMERICA CORP /DE/	Decreased	34,198(-40.6%)	$2.5M	0.0%	+38.22%	0
HUNTINGTON NATIONAL BANK	Increased	32,933(+4.2%)	$2.4M	0.0%	+15.45%	27
COMMONWEALTH EQUITY SERVICES, LLC	Increased	29,783(+31.3%)	$2.2M	0.0%	+22.25%	33
Farther Finance Advisors, LLC	Increased	26,781(+34.4%)	$2M	0.0%	+24.92%	33
Creative Planning	Decreased	25,237(-1.1%)	$1.8M	0.0%	+13.00%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	23,702(-2.3%)	$1.7M	0.0%	+35.01%	0
OSAIC HOLDINGS, INC.	Increased	22,523(+5.4%)	$1.6M	0.0%	+69.41%	27
JPMORGAN CHASE & CO	Decreased	16,798(-20.9%)	$1.2M	0.0%	+21.64%	0

Showing 1-20 of 42

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EFIVSPDR SER TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer