EFIV · Insider trading · 13F holders · Congress trades
Spdr Series Trust (EFIV)
Who is buying and selling EFIV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 27
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
EFIV at a glance
- No open-market insider purchases or sales of EFIV were filed in the last 90 days.
- 27 13F filers hold EFIV among their 50 largest positions, worth $277.7M combined. The biggest bets by portfolio weight are Olde Wealth Management, LLC (10.9%), Laurel Wealth Planning LLC (5.0%) and Retirement Capital Strategies (4.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in EFIV.
EFIV insider trading
No open-market insider purchases or sales of EFIV were filed in the last 90 days.
Who owns EFIV? Hedge funds and superinvestors
27 13F filers hold EFIV among their 50 largest positions, worth $277.7M combined. The biggest bets by portfolio weight are Olde Wealth Management, LLC (10.9%), Laurel Wealth Planning LLC (5.0%) and Retirement Capital Strategies (4.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Bank of ItalyBank & trust | 2.6% | $56.2M | 771,136 | +0.0% shares | Q2 2026 |
| Olde Wealth Management, LLCWealth manager | 10.9% | $38.6M | 528,913 | +2.0% shares | Q2 2026 |
| Tompkins Financial CorpBank & trust | 2.2% | $31.0M | 419,195 | -1.5% shares | Q3 2026 |
| Koss-Olinger Consulting, LLCWealth manager | 2.3% | $29.7M | 407,529 | -1.2% shares | Q2 2026 |
| Baltimore-Washington Financial Advisors, Inc.Wealth manager | 1.1% | $29.4M | 403,748 | +0.3% shares | Q2 2026 |
| Systelligence, LLCMutual fund manager | 3.5% | $20.8M | 284,700 | — | Q2 2026 |
| SOA Wealth Advisors, LLC.Wealth manager | 2.0% | $12.1M | 165,919 | -1.8% shares | Q2 2026 |
| Retirement Capital StrategiesWealth manager | 4.0% | $11.4M | 156,774 | -0.2% shares | Q2 2026 |
| Laurel Wealth Planning LLCWealth manager | 5.0% | $11.3M | 155,404 | -1.7% shares | Q2 2026 |
| Blue Edge Capital, LLCWealth manager | 0.8% | $7.0M | 96,463 | +0.1% shares | Q2 2026 |
| Atomic Invest LLCInstitutional asset manager | 0.5% | $5.5M | 75,295 | +0.0% shares | Q2 2026 |
| Birchbrook, Inc.Wealth manager | 1.7% | $3.5M | 47,756 | +0.8% shares | Q3 2026 |
| Affiance Financial, LLCWealth manager | 0.5% | $3.4M | 45,290 | -0.0% shares | Q3 2026 |
| Armbruster Capital Management, Inc.Wealth manager | 0.4% | $2.6M | 35,345 | -0.0% shares | Q3 2026 |
| Rogco, LPInvestment manager | 0.7% | $2.3M | 31,802 | +0.0% shares | Q2 2026 |
| Richard P Slaughter Associates IncWealth manager | 0.4% | $2.1M | 28,540 | -4.1% shares | Q3 2026 |
| Gilbert Capital Group, Inc.Wealth manager | 1.5% | $2.1M | 27,889 | +2.3% shares | Q3 2026 |
| Napier Financial, LLCWealth manager | 0.4% | $1.7M | 23,155 | -0.7% shares | Q2 2026 |
| R. W. Roge & Company, Inc.Wealth manager | 0.7% | $1.5M | 21,071 | +0.0% shares | Q2 2026 |
| Sage Advisory Services, Ltd.Co.Institutional asset manager | 0.5% | $866K | 11,693 | -0.1% shares | Q3 2026 |
| Opulen Financial Group LLCWealth manager | 0.5% | $788K | 10,635 | +8.2% shares | Q3 2026 |
| Seven Mile AdvisoryWealth manager | 0.5% | $769K | 10,380 | +0.0% shares | Q3 2026 |
| FinArc Investments, Inc.Wealth manager | 0.6% | $698K | 9,427 | -1.3% shares | Q3 2026 |
| Godfrey Financial Associates, Inc.Wealth manager | 0.5% | $692K | 8,973 | +24.7% shares | Q2 2026 |
| Single Point Partners, LLCWealth manager | 0.1% | $610K | 8,236 | — | Q3 2026 |
| Verus Wealth Management, LLCWealth manager | 0.4% | $567K | 7,650 | +0.0% shares | Q3 2026 |
| Briggs Wealth Management, IncWealth manager | 0.3% | $372K | 5,019 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 13, Q2 2026: 14). Screen EFIV in the grand portfolio →
EFIV stock trades by members of Congress
No member of Congress has disclosed a trade in EFIV.
EFIV questions and answers
Are insiders buying EFIV stock?
No open-market insider purchases or sales of EFIV were filed in the last 90 days.
Which hedge funds own EFIV?
27 13F filers hold EFIV among their 50 largest positions, worth $277.7M combined. The biggest bets by portfolio weight are Olde Wealth Management, LLC (10.9%), Laurel Wealth Planning LLC (5.0%) and Retirement Capital Strategies (4.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded EFIV?
No member of Congress has disclosed a trade in EFIV.
Who is the largest holder of EFIV?
Among 13F filers, Bank of Italy reports the largest EFIV position, $56.2M (771,136 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Olde Wealth Management, LLC's: 10.9% of its portfolio.
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