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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

110 hedge funds and large institutions have $276M invested in SPDR S&P 500 ESG ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
48
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$7.62M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.71M
3
SWA
3
SOA Wealth Advisors
New York
$11.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.27M
5
TF
5
Tompkins Financial
New York
$15.4M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$0
2
FFA
2
Farther Finance Advisors
California
$1.19M
3
Bank of America
3
Bank of America
North Carolina
$2.56M
4
KOC
4
Koss-Olinger Consulting
Florida
$24.2M
5
LPL Financial
5
LPL Financial
California
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$45.2M 771,136 – –
KOC
2
Koss-Olinger Consulting
Florida
$24.2M 414,067 -52,738 -11%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$22.2M 379,823 +1,230 +0.3%
LPL Financial
4
LPL Financial
California
$18.6M 317,842 -39,213 -11%
TF
5
Tompkins Financial
New York
$15.4M 263,770 +32,236 +14%
Principal Financial Group
6
Principal Financial Group
Iowa
$12.5M 213,100 -12,111 -5%
SWA
7
SOA Wealth Advisors
New York
$11.3M 193,131 +37,692 +24%
LWP
8
Laurel Wealth Planning
Minnesota
$10.4M 177,279 -20,248 -10%
RCS
9
Retirement Capital Strategies
California
$10.3M 175,631 -32,402 -16%
PAG
10
Private Advisor Group
New Jersey
$8.89M 151,874 +1,642 +1%
Two Sigma Investments
11
Two Sigma Investments
New York
$7.62M 130,200 +75,500 +138%
BEC
12
Blue Edge Capital
Virginia
$5.68M 97,004 -2,209 -2%
SI
13
Seeds Investor
New York
$5.48M 93,522 +10,677 +13%
IWC
14
Integrated Wealth Concepts
Massachusetts
$5.29M 90,428 +1,730 +2%
Financial Engines Advisors
15
Financial Engines Advisors
California
$5.08M 86,798 -8,124 -9%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.27M 55,930 +35,657 +176%
GI
17
Gradient Investments
Minnesota
$3.22M 54,960 -11,253 -17%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.77M 47,262 +1,022 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.71M 46,242 +46,021 +20,824%
Raymond James Financial
20
Raymond James Financial
Florida
$2.61M 44,563 +45 +0.1%
Bank of America
21
Bank of America
North Carolina
$2.56M 43,650 -84,724 -66%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.15M 36,663 -6,587 -15%
EH
23
Equitable Holdings
New York
$2.14M 36,610 +477 +1%
OCM
24
One Capital Management
California
$1.95M 33,289 -14,625 -31%
ACM
25
Armbruster Capital Management
New York
$1.88M 32,104 +300 +0.9%
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