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State Street SPDR S&P 500 ESG ETF
EFIV

37 hedge funds and large institutions have $101M invested in State Street SPDR S&P 500 ESG ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

9% more funds holding

Funds holding: 34 → 37 (+3)

0.56% more ownership

Funds ownership: 22.49% → 23.05% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less capital invested

Capital invested by funds: $116M → $101M (-$15.7M)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
16
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$3.4M
2
GG
Gofen & Glossberg
Illinois
+$1.96M
3
LPL Financial
LPL Financial
California
+$1.16M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$1.05M
5
KWM
Kingsview Wealth Management
Oregon
+$475K

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$2.96M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$812K
3
Goldman Sachs
Goldman Sachs
New York
-$776K
4
RIS
Retirement Income Solutions
Michigan
-$640K
5
RJA
Raymond James & Associates
Florida
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
26
Evergreen Capital Management
Washington
$315K +$341K +8,700 New
TRCT
27
Tower Research Capital (TRC)
New York
$292K +$8.48K +216 +3%
HighTower Advisors
28
HighTower Advisors
Illinois
$291K +$315K +8,018 New
OA
29
Operose Advisors
Wisconsin
$290K +$1.26K +32 +0.4%
SPP
30
Single Point Partners
Massachusetts
$289K +$313K +7,988 New
FPCP
31
Fort Point Capital Partners
California
$280K +$303K +7,726 New
RJT
32
Raymond James Trust
Florida
$241K – – –
RIS
33
Retirement Income Solutions
Michigan
$237K -$640K -16,302 -71%
Bank of America
34
Bank of America
North Carolina
$168K +$80.1K +2,042 +79%
GWM
35
Geneos Wealth Management
Colorado
$41K +$40.1K +1,021 +817%
NFSG
36
Newbridge Financial Services Group
Florida
$14K – – –
GWSG
37
GPS Wealth Strategies Group
Colorado
$1K – – –
RCS
38
Retirement Capital Strategies
California
– -$2.96M -70,575 Closed
SI
39
Stephens Inc
Arkansas
– -$204K -4,700 Closed
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
– -$11K -246 Closed
1
2

EFIV Hedge Fund Activity: Q2 2022 in Review

37 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q2 2022, worth a combined $101M — down 14% from $116M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EFIV positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Baltimore-Washington Financial Advisors, adding an estimated $3.4M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $2.96M sold.

  • 37 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q2 2022, up from 34 in Q1 2022.
  • Funds reported $101M of State Street SPDR S&P 500 ESG ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q2 2022 and 3 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q2 2022 was Baltimore-Washington Financial Advisors, an estimated $3.4M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q2 2022 was Retirement Capital Strategies, an estimated $2.96M sold.

Based on aggregated 13F filings for Q2 2022.