EFIV icon

SPDR S&P 500 ESG ETF

59 hedge funds and large institutions have $125M invested in SPDR S&P 500 ESG ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
23
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
26
Bank of America
North Carolina
$573K +$373K +10,173 +187%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$569K -$115K -3,128 -17%
FTUS
28
Flow Traders U.S.
New York
$557K -$36.6K -1,000 -6%
RIS
29
Retirement Income Solutions
Michigan
$542K +$272K +7,427 +101%
VC
30
Veracity Capital
Georgia
$460K +$460K +12,552 New
WSWA
31
Warren Street Wealth Advisors
California
$429K +$9.35K +255 +2%
ZIG
32
Zurich Insurance Group
Switzerland
$407K -$34.2K -1,000 -8%
CW
33
CreativeOne Wealth
Kansas
$400K -$10.9K -297 -3%
Principal Financial Group
34
Principal Financial Group
Iowa
$369K -$126K -3,426 -25%
Wells Fargo
35
Wells Fargo
California
$361K +$343K +9,352 +1,856%
FPCP
36
Fort Point Capital Partners
California
$353K +$1.83K +50 +0.5%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$316K -$119K -3,235 -27%
SPP
38
Single Point Partners
Massachusetts
$314K +$732 +20 +0.2%
KW
39
KWB Wealth
California
$307K +$40K +1,091 +15%
OA
40
Operose Advisors
Wisconsin
$296K +$1.39K +38 +0.5%
Citadel Advisors
41
Citadel Advisors
Florida
$284K -$68.4K -1,866 -19%
JSW
42
Journey Strategic Wealth
New Jersey
$267K +$267K +7,282 New
RJT
43
Raymond James Trust
Florida
$244K
SEIA
44
Signature Estate & Investment Advisors
California
$220K +$220K +5,994 New
DWM
45
Denver Wealth Management
Colorado
$204K +$204K +5,569 New
TRCT
46
Tower Research Capital (TRC)
New York
$175K -$451K -12,307 -72%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$173K +$28.2K +770 +20%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$167K +$144K +3,946 +629%
DJSG
49
D.J. St. Germain
Massachusetts
$119K +$119K +14,041 New
IA
50
IFP Advisors
Florida
$75K -$9.65K -322 -11%