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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

112 hedge funds and large institutions have $397M invested in SPDR S&P 500 ESG ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
12
Increased
46
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
Tompkins Financial
New York
+$12M
2
FFA
Farther Finance Advisors
California
+$6.13M
3
KOC
Koss-Olinger Consulting
Florida
+$5.85M
4
Bank of America
Bank of America
North Carolina
+$3.75M
5
Goldman Sachs
Goldman Sachs
New York
+$2.54M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$57.8M
2
Two Sigma Investments
Two Sigma Investments
New York
-$7.45M
3
SSIM
Sheets Smith Investment Management
Texas
-$6.43M
4
PAG
Private Advisor Group
New Jersey
-$4.87M
5
SSWM
Sheets Smith Wealth Management
North Carolina
-$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$1.93M +$408K +7,626 +27%
ACM
27
Armbruster Capital Management
New York
$1.7M +$57.5K +1,074 +3%
FSA
28
Financial Services Advisory
Maryland
$1.7M -$141K -2,632 -8%
UFA
29
US Financial Advisors
Massachusetts
$1.37M +$107K +1,997 +8%
SWP
30
Stratos Wealth Partners
Ohio
$1.34M -$47K -878 -3%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.32M +$37.7K +705 +3%
Wells Fargo
32
Wells Fargo
California
$1.2M +$270K +5,048 +29%
FFN
33
Focus Financial Network
Minnesota
$1.18M +$122K +2,285 +12%
LFG
34
Larson Financial Group
Missouri
$1.17M +$1.06M +19,725 +955%
Jane Street
35
Jane Street
New York
$1.15M +$203K +3,795 +21%
RPSA
36
Richard P. Slaughter Associates
Texas
$1.13M +$1.13M +21,047 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.08M -$1.03M -19,268 -49%
B
38
Birchbrook
Maine
$1.05M +$1.05M +19,702 New
SWA
39
Sax Wealth Advisors
New Jersey
$1.05M – – –
PIA
40
Perennial Investment Advisors
California
$1.03M +$468K +8,741 +83%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.01M -$71K -1,328 -7%
CAL
42
Capital Analysts LLC
Pennsylvania
$975K -$92.7K -1,733 -9%
RWRC
43
R.W. Roge & Company
New York
$967K +$27.6K +516 +3%
CT
44
Coastline Trust
Rhode Island
$942K +$115K +2,145 +14%
VC
45
Veracity Capital
Georgia
$820K +$481 +9 +0.1%
Corient Private Wealth
46
Corient Private Wealth
Florida
$747K – – –
RIS
47
Retirement Income Solutions
Michigan
$727K – – –
FPCP
48
Fort Point Capital Partners
California
$682K +$15.5K +290 +2%
SAS
49
Sage Advisory Services
Texas
$642K – – –
WSWA
50
Warren Street Wealth Advisors
California
$618K – – –
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