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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

92 hedge funds and large institutions have $196M invested in 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.

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

1
FNWM
1
Financial Network Wealth Management
Utah
$8.32M
2
LPL Financial
2
LPL Financial
California
$10.7M
3
PAG
3
Private Advisor Group
New Jersey
$2.7M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$932K
5
SWA
5
Sax Wealth Advisors
New Jersey
$798K

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$7.12M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$698K
4
FHA
4
Flagship Harbor Advisors
Massachusetts
$0
5
Creative Planning
5
Creative Planning
Kansas
$631K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$1.31M +$108K +2,137 +9%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.05M +$170K +3,362 +19%
FFN
28
Focus Financial Network
Minnesota
$1.03M +$39.2K +811 +4%
RIS
29
Retirement Income Solutions
Michigan
$980K -$51.4K -1,015 -5%
CAL
30
Capital Analysts LLC
Pennsylvania
$932K +$932K +18,408 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$931K +$18.9K +373 +2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$881K +$180K +3,558 +26%
VC
33
Veracity Capital
Georgia
$809K +$557 +11 +0.1%
SWA
34
Sax Wealth Advisors
New Jersey
$798K +$798K +15,750 New
RJA
35
Raymond James & Associates
Florida
$741K -$4.96K -98 -0.7%
Wells Fargo
36
Wells Fargo
California
$722K -$67.3K -1,328 -9%
Corient Private Wealth
37
Corient Private Wealth
Florida
$698K -$1.87M -36,991 -73%
Prudential Financial
38
Prudential Financial
New Jersey
$684K – – –
Creative Planning
39
Creative Planning
Kansas
$631K -$811K -16,020 -56%
ZIG
40
Zurich Insurance Group
Switzerland
$628K – – –
CA
41
Cetera Advisors
Colorado
$622K +$622K +12,282 New
FPCP
42
Fort Point Capital Partners
California
$621K +$7.65K +151 +1%
RWRC
43
R.W. Roge & Company
New York
$613K +$104K +2,053 +20%
WSWA
44
Warren Street Wealth Advisors
California
$604K +$1.57K +31 +0.3%
SWA
45
SOA Wealth Advisors
New York
$508K +$230K +4,538 +82%
OFG
46
OmniStar Financial Group
North Carolina
$504K -$80.8K -1,595 -14%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$503K +$162K +3,204 +48%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$483K +$709 +14 +0.1%
SAS
49
Sage Advisory Services
Texas
$458K +$607 +12 +0.1%
Goldman Sachs
50
Goldman Sachs
New York
$446K +$82K +1,620 +23%
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