State Street SPDR S&P 500 ESG ETF
EFIV
EFIV
112 hedge funds and large institutions have $398M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
15% less capital invested
Capital invested by funds: $467M → $398M (-$69.4M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Holders
112
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$12M | |
| 2 | +$6.13M | |
| 3 | +$5.85M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.75M |
| 5 |
Goldman Sachs
New York
|
+$2.54M |
Top Sellers
| 1 | -$57.8M | |
| 2 | -$7.45M | |
| 3 | -$6.43M | |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.87M |
| 5 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$2.63M |