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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

104 hedge funds and large institutions have $238M invested in 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.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.51%
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
1
Retirement Capital Strategies
California
$37.1M
2
KOC
2
Koss-Olinger Consulting
Florida
$18.7M
3
SWA
3
SOA Wealth Advisors
New York
$4.8M
4
SSWM
4
Sheets Smith Wealth Management
North Carolina
$2.57M
5
UBS Group
5
UBS Group
Switzerland
$1.01M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$4.55M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$8.17M
3
PI
3
PineBridge Investments
New York
$203K
4
Jane Street
4
Jane Street
New York
$230K
5
ZIG
5
Zurich Insurance Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$1.39M +$14K +263 +1%
SWP
27
Stratos Wealth Partners
Ohio
$1.37M -$4.25K -80 -0.3%
FFN
28
Focus Financial Network
Minnesota
$1.11M -$52.4K -958 -5%
CAL
29
Capital Analysts LLC
Pennsylvania
$1.07M +$93.9K +1,769 +10%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.03M +$50.1K +944 +5%
UBS Group
31
UBS Group
Switzerland
$1.01M +$1.01M +18,974 New
RJA
32
Raymond James & Associates
Florida
$894K +$118K +2,217 +15%
Wells Fargo
33
Wells Fargo
California
$888K +$131K +2,467 +17%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$880K -$43.4K -818 -5%
SWA
35
Sax Wealth Advisors
New Jersey
$836K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$816K -$283K -5,327 -26%
VC
37
Veracity Capital
Georgia
$813K -$35.6K -671 -4%
Corient Private Wealth
38
Corient Private Wealth
Florida
$735K +$3.19K +60 +0.4%
RIS
39
Retirement Income Solutions
Michigan
$724K -$303K -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 +$1.54K +29 +0.2%
WSWA
43
Warren Street Wealth Advisors
California
$633K – – –
Citadel Advisors
44
Citadel Advisors
Florida
$578K +$578K +10,881 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$532K +$5.42K +102 +1%
DWM
46
Denver Wealth Management
Colorado
$532K +$94.4K +1,777 +22%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$509K +$2.76K +52 +0.5%
Goldman Sachs
48
Goldman Sachs
New York
$476K +$8.23K +155 +2%
Creative Planning
49
Creative Planning
Kansas
$445K -$217K -4,082 -33%
OA
50
Operose Advisors
Wisconsin
$438K +$1.43K +27 +0.3%
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