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State Street SPDR S&P 500 ESG ETF
EFIV

107 hedge funds and large institutions have $406M invested in State Street SPDR S&P 500 ESG ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

71% more capital invested

Capital invested by funds: $238M → $406M (+$168M)

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

6.73% more ownership

Funds ownership: 18.88% → 25.6% (+6.7%)

3% more funds holding

Funds holding: 104 → 107 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
45
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$130M
2
PAG
Private Advisor Group
New Jersey
+$9.88M
3
Two Sigma Investments
Two Sigma Investments
New York
+$6.55M
4
LPL Financial
LPL Financial
California
+$3.68M
5
Principal Financial Group
Principal Financial Group
Iowa
+$1.38M

Top Sellers

1
FSA
Financial Services Advisory
Maryland
-$969K
2
RCS
Retirement Capital Strategies
California
-$684K
3
Citadel Advisors
Citadel Advisors
Florida
-$578K
4
ACM
Armbruster Capital Management
New York
-$415K
5
LWP
Laurel Wealth Planning
Minnesota
-$378K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.48M -$31.6K -587 -2%
Mariner
27
Mariner
Kansas
$1.45M -$12.5K -231 -0.9%
SWP
28
Stratos Wealth Partners
Ohio
$1.44M +$270 +5 +0%
UFA
29
US Financial Advisors
Massachusetts
$1.34M -$264K -4,900 -17%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.32M +$450K +8,356 +54%
FFN
31
Focus Financial Network
Minnesota
$1.13M +$1.62K +30 +0.1%
CAL
32
Capital Analysts LLC
Pennsylvania
$1.12M -$1.89K -35 -0.2%
SWA
33
Sax Wealth Advisors
New Jersey
$1.09M +$208K +3,862 +25%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.02M -$53.6K -994 -5%
Wells Fargo
35
Wells Fargo
California
$1.01M +$76.2K +1,414 +8%
UBS Group
36
UBS Group
Switzerland
$993K -$63.3K -1,174 -6%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$933K +$8.41K +156 +0.9%
RJA
38
Raymond James & Associates
Florida
$932K -$6.95K -129 -0.8%
VC
39
Veracity Capital
Georgia
$854K +$270 +5 +0%
Corient Private Wealth
40
Corient Private Wealth
Florida
$778K +$5.88K +109 +0.8%
RIS
41
Retirement Income Solutions
Michigan
$760K – – –
Prudential Financial
42
Prudential Financial
New Jersey
$753K – – –
FPCP
43
Fort Point Capital Partners
California
$702K +$17.8K +331 +3%
RWRC
44
R.W. Roge & Company
New York
$677K +$1.94K +36 +0.3%
CT
45
Coastline Trust
Rhode Island
$671K +$649K +12,037 New
WSWA
46
Warren Street Wealth Advisors
California
$638K -$26.3K -488 -4%
TC
47
TownSquare Capital
Utah
$638K +$616K +11,434 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$599K +$39.1K +725 +7%
DWM
49
Denver Wealth Management
Colorado
$565K +$5.39K +100 +1%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$555K +$19.4K +360 +4%
1
2
3 4 5

EFIV Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q3 2024, worth a combined $406M — up 71% from $238M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EFIV positions and 5 closed out — a net gain of 5 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Provida Pension Fund Administrator, opening a new position worth an estimated $130M. The largest seller was Financial Services Advisory, cutting an estimated $969K.

  • 107 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q3 2024, up from 104 in Q2 2024.
  • Funds reported $406M of State Street SPDR S&P 500 ESG ETF stock for Q3 2024, up 71% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q3 2024 and 5 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q3 2024 was Provida Pension Fund Administrator, an estimated $130M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q3 2024 was Financial Services Advisory, an estimated $969K sold.

Based on aggregated 13F filings for Q3 2024.