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Public ownership evidence

State Street SPDR S&P 500 Scored and Screened ETF (EFIV) Ownership Disclosures

Read EFIV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2813,789$1,005,632None
WNY Asset Management, LLC2026-06-302026-08-183,307$241,180None
Coastal Bridge Advisors, LLC2026-06-302026-08-184,485$327,091None
Corient Private Wealth LP2026-06-302026-08-1815,887$1,158,599None
Blue Edge Capital, LLC2026-06-302026-08-1896,463$7,035,047None
Equitable Holdings, Inc.2026-06-302026-08-1854,253$3,956,695None
Investors Portfolio Services LLC2026-06-302026-08-15339$24,724None
Milestone Investment Advisors LLC2026-06-302026-08-152,200$160,449None
Perennial Investment Advisors, LLC2026-06-302026-08-1526,498$1,932,513None
IFG Advisory, LLC2026-06-302026-08-1589$6,455None
Per Stirling Capital Management, LLC.2026-06-302026-08-157,334$534,836None
OSAIC HOLDINGS, INC.2026-06-302026-08-15108$7,876None
OSAIC HOLDINGS, INC.2026-06-302026-08-1540$2,917None
OSAIC HOLDINGS, INC.2026-06-302026-08-1522,375$1,632,060None
JANE STREET GROUP, LLC2026-06-302026-08-155,911$431,089None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,107$882,964None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15236$17,211None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1552$3,792None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15300$21,879None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15200$14,586None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15121$8,825None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15102$7,439None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1585$6,199None
Financial Engines Advisors L.L.C.2026-06-302026-08-1594,176$6,868,241None
RETIREMENT CAPITAL STRATEGIES2026-06-302026-08-15156,774$11,433,528None
Thrivent Financial for Lutherans2026-06-302026-08-157,426$542,000None
AMERIPRISE FINANCIAL INC2026-06-302026-08-153,206$233,808None
GAM Holding AG2026-06-302026-08-1575,715$5,519,245None
ROYAL BANK OF CANADA2026-06-302026-08-15175$13,000None
Larson Financial Group LLC2026-06-302026-08-1539,686$2,894,302None
Coastline Trust Co2026-06-302026-08-1514,408$1,050,775None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1514,794$1,078,926None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,436$323,517None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1515,485$1,129,321None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1533,134$2,416,463None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1517,621$1,285,127None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1522,278$1,624,735None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1524,907$1,816,468None
BANK OF AMERICA CORP /DE/2026-06-302026-08-159,291$677,593None
FinArc Investments, Inc.2026-06-302026-08-149,551$696,554None
Olde Wealth Management, LLC2026-06-302026-08-14528,913$38,573,000None
CreativeOne Wealth, LLC2026-06-302026-08-144,656$339,547None
CreativeOne Wealth, LLC2026-06-302026-08-14132$9,627None
Rockefeller Capital Management L.P.2026-06-302026-08-141,911$139,369None
Front Row Advisors LLC2026-06-302026-08-147,208$541,609None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14179$13,054None
UBS Group AG2026-06-302026-08-142,383$173,792None
One Capital Management, LLC2026-06-302026-08-1415,150$955,719None
Mariner, LLC2026-06-302026-08-143,178$231,772None
Mariner, LLC2026-06-302026-08-143,980$290,261None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗WNY Asset Management, LLC ↗Coastal Bridge Advisors, LLC ↗Corient Private Wealth LP ↗Blue Edge Capital, LLC ↗Equitable Holdings, Inc. ↗Investors Portfolio Services LLC ↗Milestone Investment Advisors LLC ↗Perennial Investment Advisors, LLC ↗IFG Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.