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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
FFA
1
Farther Finance Advisors
California
$1.19M
2
Bank of America
2
Bank of America
North Carolina
$2.56M
3
KOC
3
Koss-Olinger Consulting
Florida
$24.2M
4
LPL Financial
4
LPL Financial
California
$18.6M
5
RCS
5
Retirement Capital Strategies
California
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RPSA
26
Richard P. Slaughter Associates
Texas
$1.77M 30,294 +9,247 +44%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.72M 29,444 +24,221 +464%
Goldman Sachs
28
Goldman Sachs
New York
$1.67M 28,485 -27,757 -49%
Corient Private Wealth
29
Corient Private Wealth
Florida
$1.63M 27,922 +13,961 +100%
B
30
Birchbrook
Maine
$1.48M 25,258 +5,556 +28%
LFG
31
Larson Financial Group
Missouri
$1.44M 24,622 +2,831 +13%
SWP
32
Stratos Wealth Partners
Ohio
$1.42M 24,269 -818 -3%
Wells Fargo
33
Wells Fargo
California
$1.36M 23,237 +847 +4%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.36M 24,030 -596 -2%
PIA
35
Perennial Investment Advisors
California
$1.21M 20,662 +1,433 +7%
FFA
36
Farther Finance Advisors
California
$1.19M 20,254 -93,904 -82%
SAI
37
Savvy Advisors Inc
New York
$1.16M 19,740 +19,740 New
SWA
38
Sax Wealth Advisors
New Jersey
$1.15M 19,612 – –
CAL
39
Capital Analysts LLC
Pennsylvania
$1.14M 19,445 +1,216 +7%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$987K 16,859 -2,026 -11%
CT
41
Coastline Trust
Rhode Island
$986K 16,836 -769 -4%
RWRC
42
R.W. Roge & Company
New York
$965K 16,495 -1,588 -9%
VC
43
Veracity Capital
Georgia
$910K 15,536 +208 +1%
MIH
44
Meitav Investment House
Israel
$885K 15,154 +6,654 +78%
RIS
45
Retirement Income Solutions
Michigan
$855K 14,609 +1,012 +7%
FPCP
46
Fort Point Capital Partners
California
$739K 12,617 -133 -1%
SAS
47
Sage Advisory Services
Texas
$712K 12,161 +153 +1%
WSWA
48
Warren Street Wealth Advisors
California
$686K 11,714 +155 +1%
Mariner
49
Mariner
Kansas
$625K 10,674 +3,536 +50%
CAG
50
Crestwood Advisors Group
Massachusetts
$608K 10,378 +10,378 New
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