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State Street SPDR S&P 500 ESG ETF
EFIV

104 hedge funds and large institutions have $238M invested in State Street SPDR S&P 500 ESG ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

21% more capital invested

Capital invested by funds: $196M → $238M (+$41.5M)

13% more funds holding

Funds holding: 92 → 104 (+12)

2.18% more ownership

Funds ownership: 16.7% → 18.88% (+2.2%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
19
Increased
41
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
Retirement Capital Strategies
California
+$28.4M
2
KOC
Koss-Olinger Consulting
Florida
+$17.9M
3
SWA
SOA Wealth Advisors
New York
+$4.09M
4
SSWM
Sheets Smith Wealth Management
North Carolina
+$2.46M
5
UBS Group
UBS Group
Switzerland
+$965K

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$19.3M
2
Principal Financial Group
Principal Financial Group
Iowa
-$2.55M
3
PI
PineBridge Investments
New York
-$2.03M
4
Jane Street
Jane Street
New York
-$1.54M
5
ZIG
Zurich Insurance Group
Switzerland
-$628K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$1.39M +$13.4K +263 +1%
SWP
27
Stratos Wealth Partners
Ohio
$1.37M -$4.07K -80 -0.3%
FFN
28
Focus Financial Network
Minnesota
$1.11M -$48.7K -958 -5%
CAL
29
Capital Analysts LLC
Pennsylvania
$1.07M +$90K +1,769 +10%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.03M +$48K +944 +5%
UBS Group
31
UBS Group
Switzerland
$1.01M +$965K +18,974 New
RJA
32
Raymond James & Associates
Florida
$894K +$113K +2,217 +15%
Wells Fargo
33
Wells Fargo
California
$888K +$126K +2,467 +17%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$880K -$41.6K -818 -5%
SWA
35
Sax Wealth Advisors
New Jersey
$836K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$816K -$271K -5,327 -26%
VC
37
Veracity Capital
Georgia
$813K -$34.1K -671 -4%
Corient Private Wealth
38
Corient Private Wealth
Florida
$735K +$3.05K +60 +0.4%
RIS
39
Retirement Income Solutions
Michigan
$724K -$291K -5,711 -30%
Prudential Financial
40
Prudential Financial
New Jersey
$717K – – –
FPCP
41
Fort Point Capital Partners
California
$651K – – –
RWRC
42
R.W. Roge & Company
New York
$643K +$1.48K +29 +0.2%
WSWA
43
Warren Street Wealth Advisors
California
$633K – – –
Citadel Advisors
44
Citadel Advisors
Florida
$578K +$554K +10,881 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$532K +$5.19K +102 +1%
DWM
46
Denver Wealth Management
Colorado
$532K +$90.4K +1,777 +22%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$509K +$2.65K +52 +0.5%
Goldman Sachs
48
Goldman Sachs
New York
$476K +$7.89K +155 +2%
Creative Planning
49
Creative Planning
Kansas
$445K -$208K -4,082 -33%
OA
50
Operose Advisors
Wisconsin
$438K +$1.37K +27 +0.3%
1
2
3 4 5

EFIV Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q2 2024, worth a combined $238M — up 21% from $196M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EFIV positions and 6 closed out — a net gain of 13 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Retirement Capital Strategies, adding an estimated $28.4M. The largest seller was Integrated Wealth Concepts, cutting an estimated $19.3M.

  • 104 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $238M of State Street SPDR S&P 500 ESG ETF stock for Q2 2024, up 21% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q2 2024 and 6 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q2 2024 was Retirement Capital Strategies, an estimated $28.4M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q2 2024 was Integrated Wealth Concepts, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2024.