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State Street SPDR S&P 500 ESG ETF
EFIV

114 hedge funds and large institutions have $467M invested in State Street SPDR S&P 500 ESG ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

92% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

15% more capital invested

Capital invested by funds: $406M → $467M (+$61M)

7% more funds holding

Funds holding: 107 → 114 (+7)

1.41% more ownership

Funds ownership: 25.6% → 27.02% (+1.4%)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.5%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
46
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPFA
Provida Pension Fund Administrator
Chile
+$53.2M
2
LPL Financial
LPL Financial
California
+$4.37M
3
Two Sigma Investments
Two Sigma Investments
New York
+$4.12M
4
Principal Financial Group
Principal Financial Group
Iowa
+$2.61M
5
SWA
SOA Wealth Advisors
New York
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
-$27M
2
UBS Group
UBS Group
Switzerland
-$993K
3
US Bancorp
US Bancorp
Minnesota
-$373K
4
OCM
One Capital Management
California
-$317K
5
WLIM
White Lighthouse Investment Management
Massachusetts
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$1.85M +$1.87M +32,774 New
ACM
27
Armbruster Capital Management
New York
$1.74M -$57K -1,000 -3%
EH
28
Equitable Holdings
New York
$1.61M +$27.9K +489 +2%
Mariner
29
Mariner
Kansas
$1.53M +$61.9K +1,085 +4%
SWP
30
Stratos Wealth Partners
Ohio
$1.47M +$8.96K +157 +0.6%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.35M -$146K -2,563 -10%
UFA
32
US Financial Advisors
Massachusetts
$1.34M -$20.5K -360 -1%
PI
33
PineBridge Investments
New York
$1.2M +$1.21M +21,264 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.14M +$198K +3,477 +21%
CAL
35
Capital Analysts LLC
Pennsylvania
$1.13M -$10.3K -180 -0.9%
FFN
36
Focus Financial Network
Minnesota
$1.11M -$37.1K -651 -3%
SWA
37
Sax Wealth Advisors
New Jersey
$1.11M – – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.09M -$250K -4,385 -18%
Jane Street
39
Jane Street
New York
$998K +$1.01M +17,676 New
RWRC
40
R.W. Roge & Company
New York
$992K +$309K +5,408 +44%
Wells Fargo
41
Wells Fargo
California
$979K -$45.9K -804 -4%
CT
42
Coastline Trust
Rhode Island
$873K +$195K +3,423 +28%
VC
43
Veracity Capital
Georgia
$865K +$570 +10 +0.1%
Corient Private Wealth
44
Corient Private Wealth
Florida
$789K +$285 +5 +0%
RIS
45
Retirement Income Solutions
Michigan
$768K -$2.23K -39 -0.3%
Prudential Financial
46
Prudential Financial
New Jersey
$762K – – –
FPCP
47
Fort Point Capital Partners
California
$704K -$7.25K -127 -1%
SAS
48
Sage Advisory Services
Texas
$678K +$244K +4,281 +55%
TC
49
TownSquare Capital
Utah
$653K +$7.13K +125 +1%
WSWA
50
Warren Street Wealth Advisors
California
$653K +$7.13K +125 +1%
1
2
3 4 5

EFIV Hedge Fund Activity: Q4 2024 in Review

114 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q4 2024, worth a combined $467M — up 15% from $406M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EFIV positions and 10 closed out — a net gain of 11 holders — while 46 added to existing stakes and 24 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $53.2M. The largest seller was Retirement Capital Strategies, cutting an estimated $27M.

  • 114 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q4 2024, up from 107 in Q3 2024.
  • Funds reported $467M of State Street SPDR S&P 500 ESG ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 21 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q4 2024 and 10 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q4 2024 was Provida Pension Fund Administrator, an estimated $53.2M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q4 2024 was Retirement Capital Strategies, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2024.