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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

82 hedge funds and large institutions have $205M invested in SPDR S&P 500 ESG ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
12
Increased
32
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$32.8M
2
LWP
2
Laurel Wealth Planning
Minnesota
$10.5M
3
KOC
3
Koss-Olinger Consulting
Florida
$13.1M
4
FSA
4
Financial Services Advisory
Maryland
$2.35M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$9.43M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$21M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.85M
3
AI
3
Atria Investments
North Carolina
$0
4
NYLIM
4
New York Life Investment Management
New York
$0
5
RJA
5
Raymond James & Associates
Florida
$680K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.13M 24,381 -17,021 -41%
Mariner
27
Mariner
Kansas
$1.11M 24,098 -9,771 -29%
SWP
28
Stratos Wealth Partners
Ohio
$1.1M 23,746 -590 -2%
FFN
29
Focus Financial Network
Minnesota
$946K 20,471 +6,092 +42%
RIS
30
Retirement Income Solutions
Michigan
$941K 20,362 +2,560 +14%
Jane Street
31
Jane Street
New York
$937K 20,279 +15,311 +308%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$832K 18,015 +10,774 +149%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$801K 17,327 -3,511 -17%
VC
34
Veracity Capital
Georgia
$738K 15,964 +13 +0.1%
Wells Fargo
35
Wells Fargo
California
$720K 15,593 +6,927 +80%
RJA
36
Raymond James & Associates
Florida
$680K 14,721 -18,761 -56%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$639K 13,840 -3,810 -22%
Prudential Financial
38
Prudential Financial
New Jersey
$624K 13,500 +13,500 New
Two Sigma Investments
39
Two Sigma Investments
New York
$601K 13,000 -1,400 -10%
ZIG
40
Zurich Insurance Group
Switzerland
$580K 12,516 +420 +3%
FPCP
41
Fort Point Capital Partners
California
$559K 12,105 -99 -0.8%
WSWA
42
Warren Street Wealth Advisors
California
$549K 11,891 +69 +0.6%
OFG
43
OmniStar Financial Group
North Carolina
$534K 11,555 -479 -4%
RWRC
44
R.W. Roge & Company
New York
$463K 10,041 -105 -1%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$460K 9,959 -721 -7%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$440K 9,521 -6,126 -39%
JSW
47
Journey Strategic Wealth
New Jersey
$422K 9,134 -213 -2%
SAS
48
Sage Advisory Services
Texas
$417K 9,036 -11,648 -56%
KWM
49
Kingsview Wealth Management
Oregon
$415K 8,980 -2,066 -19%
SPP
50
Single Point Partners
Massachusetts
$405K 8,773 +15 +0.2%
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