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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

30 hedge funds and large institutions have $75.5M invested in SPDR S&P 500 ESG ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 0 closing their positions.

Holders
30
Holders Change
+15
Holders Change %
+100%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
11
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOI
1
Bank of Italy
Italy
$34.9M
2
MWM
2
Merriman Wealth Management
Washington
$5.02M
3
BEC
3
Blue Edge Capital
Virginia
$3.04M
4
PI
4
PFS Investments
Georgia
$3.04M
5
RJA
5
Raymond James & Associates
Florida
$3.64M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$411K
2
KFGK
2
Keystone Financial Group (Kentucky)
Kentucky
$677K
3
RCS
3
Retirement Capital Strategies
California
$1.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$54K 1,200 +1,200 New
UBS Group
27
UBS Group
Switzerland
$19K 413 +413 New
HFS
28
Horizon Financial Services
North Carolina
$5.12K 113 – –
GWM
29
Geneos Wealth Management
Colorado
$5K 125 +125 New
GWSG
30
GPS Wealth Strategies Group
Colorado
$1K 16 +16 New
CFGS
31
Concourse Financial Group Securities
Alabama
– – – –
1
2