# SPDR SERIES TRUST (EFIV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EFIV/

- Reporting holders: 8
- Reported value: $42.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $31.0M | 419,195 | 2.2% | 8 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $4.4M | 59,810 | 0.1% | 17 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $2.7M | 37,009 | 0.1% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.0M | 26,480 | 0.0% | 7 |
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $956.6K | 12,917 | 0.3% | 16 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $786.9K | 10,625 | 0.1% | 9 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $245.8K | 3,319 | 0.0% | 5 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $205.6K | 2,776 | 0.1% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $58 | 778 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $42.4M |
| Q2 2026 | 143 | $481.1M |
| Q1 2026 | 134 | $366.1M |
| Q4 2025 | 123 | $353.9M |
| Q3 2025 | 116 | $356.2M |
| Q2 2025 | 113 | $334.2M |
| Q1 2025 | 113 | $397.8M |
| Q4 2024 | 115 | $466.9M |
| Q3 2024 | 108 | $406.2M |
| Q2 2024 | 104 | $237.5M |
| Q1 2024 | 90 | $195.9M |
| Q4 2023 | 82 | $205.3M |