§ EQUITY
USDEFIV
SS SPDR S&P 500 ESG ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
76 increased/new, 41 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Koss-Olinger Consulting, LLC | 412K | 2.2% | +1% |
| Baltimore-Washington Financial Advisors, Inc. | 402K | 1.1% | +2% |
| SOA Wealth Advisors, LLC. | 338K | 2.0% | +68% |
| LPL Financial LLC | 322K | 0.0% | −2% |
| TOMPKINS FINANCIAL CORP | 301K | 1.5% | +5% |
| Allworth Financial LP | 220K | 0.1% | +6638% |
◇ AC INTELLIGENCE
Top institutional owners for EFIV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER75.4% · 111 holders
DEALER / BANK17.2% · 14 holders
INCOME / DEFENSIVE7.3% · 4 holders
QUALITY / COMPOUNDER0.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for EFIV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention EFIV yet.