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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

114 hedge funds and large institutions have $467M invested in 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.

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.52%
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

1
PPFA
1
Provida Pension Fund Administrator
Chile
$189M
2
SSIM
2
Sheets Smith Investment Management
Texas
$6.43M
3
LPL Financial
3
LPL Financial
California
$20.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$11M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$12.7M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$12M
2
UBS Group
2
UBS Group
Switzerland
$0
3
US Bancorp
3
US Bancorp
Minnesota
$38K
4
OCM
4
One Capital Management
California
$2.78M
5
WLIM
5
White Lighthouse Investment Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$1.85M 32,774 +32,774 New
ACM
27
Armbruster Capital Management
New York
$1.74M 30,730 -1,000 -3%
EH
28
Equitable Holdings
New York
$1.61M 28,507 +489 +2%
Mariner
29
Mariner
Kansas
$1.53M 27,100 +1,085 +4%
SWP
30
Stratos Wealth Partners
Ohio
$1.47M 25,965 +157 +0.6%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.35M 23,921 -2,563 -10%
UFA
32
US Financial Advisors
Massachusetts
$1.34M 23,690 -360 -1%
PI
33
PineBridge Investments
New York
$1.2M 21,264 +21,264 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.14M 20,213 +3,477 +21%
CAL
35
Capital Analysts LLC
Pennsylvania
$1.13M 19,962 -180 -0.9%
FFN
36
Focus Financial Network
Minnesota
$1.11M 19,703 -651 -3%
SWA
37
Sax Wealth Advisors
New Jersey
$1.11M 19,612 – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.09M 19,333 -4,385 -18%
Jane Street
39
Jane Street
New York
$998K 17,676 +17,676 New
RWRC
40
R.W. Roge & Company
New York
$992K 17,567 +5,408 +44%
Wells Fargo
41
Wells Fargo
California
$979K 17,342 -804 -4%
CT
42
Coastline Trust
Rhode Island
$873K 15,460 +3,423 +28%
VC
43
Veracity Capital
Georgia
$865K 15,319 +10 +0.1%
Corient Private Wealth
44
Corient Private Wealth
Florida
$789K 13,961 +5 +0%
RIS
45
Retirement Income Solutions
Michigan
$768K 13,597 -39 -0.3%
Prudential Financial
46
Prudential Financial
New Jersey
$762K 13,500 – –
FPCP
47
Fort Point Capital Partners
California
$704K 12,460 -127 -1%
SAS
48
Sage Advisory Services
Texas
$678K 12,008 +4,281 +55%
TC
49
TownSquare Capital
Utah
$653K 11,559 +125 +1%
WSWA
50
Warren Street Wealth Advisors
California
$653K 11,559 +125 +1%
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