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State Street SPDR S&P 500 ESG ETF
EFIV

92 hedge funds and large institutions have $196M invested in State Street SPDR S&P 500 ESG ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

12% more funds holding

Funds holding: 82 → 92 (+10)

4% less capital invested

Capital invested by funds: $205M → $196M (-$9.07M)

1.78% less ownership

Funds ownership: 18.48% → 16.7% (-1.8%)

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
41
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FNWM
Financial Network Wealth Management
Utah
+$8M
2
LPL Financial
LPL Financial
California
+$2.99M
3
PAG
Private Advisor Group
New Jersey
+$1.03M
4
CAL
Capital Analysts LLC
Pennsylvania
+$888K
5
SWA
Sax Wealth Advisors
New Jersey
+$760K

Top Sellers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
-$27.5M
2
KOC
Koss-Olinger Consulting
Florida
-$13.1M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$1.78M
4
FHA
Flagship Harbor Advisors
Massachusetts
-$1.74M
5
Creative Planning
Creative Planning
Kansas
-$773K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$1.31M +$103K +2,137 +9%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.05M +$162K +3,362 +19%
FFN
28
Focus Financial Network
Minnesota
$1.03M +$39.1K +811 +4%
RIS
29
Retirement Income Solutions
Michigan
$980K -$49K -1,015 -5%
CAL
30
Capital Analysts LLC
Pennsylvania
$932K +$888K +18,408 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$931K +$18K +373 +2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$881K +$172K +3,558 +26%
VC
33
Veracity Capital
Georgia
$809K +$531 +11 +0.1%
SWA
34
Sax Wealth Advisors
New Jersey
$798K +$760K +15,750 New
RJA
35
Raymond James & Associates
Florida
$741K -$4.73K -98 -0.7%
Wells Fargo
36
Wells Fargo
California
$722K -$64.1K -1,328 -9%
Corient Private Wealth
37
Corient Private Wealth
Florida
$698K -$1.78M -36,991 -73%
Prudential Financial
38
Prudential Financial
New Jersey
$684K – – –
Creative Planning
39
Creative Planning
Kansas
$631K -$773K -16,020 -56%
ZIG
40
Zurich Insurance Group
Switzerland
$628K – – –
CA
41
Cetera Advisors
Colorado
$622K +$593K +12,282 New
FPCP
42
Fort Point Capital Partners
California
$621K +$7.29K +151 +1%
RWRC
43
R.W. Roge & Company
New York
$613K +$99.1K +2,053 +20%
WSWA
44
Warren Street Wealth Advisors
California
$604K +$1.5K +31 +0.3%
SWA
45
SOA Wealth Advisors
New York
$508K +$219K +4,538 +82%
OFG
46
OmniStar Financial Group
North Carolina
$504K -$77K -1,595 -14%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$503K +$155K +3,204 +48%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$483K +$676 +14 +0.1%
SAS
49
Sage Advisory Services
Texas
$458K +$579 +12 +0.1%
Goldman Sachs
50
Goldman Sachs
New York
$446K +$78.2K +1,620 +23%
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EFIV Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q1 2024, worth a combined $196M — down 4.4% from $205M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EFIV positions and 6 closed out — a net gain of 10 holders — while 41 added to existing stakes and 21 trimmed.

The largest buyer was Financial Network Wealth Management, opening a new position worth an estimated $8M. The largest seller was Retirement Capital Strategies, cutting an estimated $27.5M.

  • 92 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q1 2024, up from 82 in Q4 2023.
  • Funds reported $196M of State Street SPDR S&P 500 ESG ETF stock for Q1 2024, down 4.4% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q1 2024 and 6 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q1 2024 was Financial Network Wealth Management, an estimated $8M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q1 2024 was Retirement Capital Strategies, an estimated $27.5M sold.

Based on aggregated 13F filings for Q1 2024.