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State Street SPDR S&P 500 ESG ETF

113 hedge funds and large institutions have $331M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

4.23% more ownership

Funds ownership: 24.96%29.18% (+4.2%)

0% more funds holding

Funds holding: 113113 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

17% less capital invested

Capital invested by funds: $398M → $331M (-$66.3M)

Holders
113
Holders Change
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
50
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Armbruster Capital Management
New York
$1.88M +$16.3K +300 +0.9%
GCG
27
Gilbert Capital Group
Maine
$1.84M +$1.7M +31,400 New
RPSA
28
Richard P. Slaughter Associates
Texas
$1.77M +$501K +9,247 +44%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.72M +$1.31M +24,221 +464%
Goldman Sachs
30
Goldman Sachs
New York
$1.67M -$1.5M -27,757 -49%
B
31
Birchbrook
Maine
$1.48M +$301K +5,556 +28%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.44M +$54 +1 +0%
LFG
33
Larson Financial Group
Missouri
$1.44M +$153K +2,831 +13%
SWP
34
Stratos Wealth Partners
Ohio
$1.42M -$44.3K -818 -3%
Wells Fargo
35
Wells Fargo
California
$1.36M +$45.9K +847 +4%
PIA
36
Perennial Investment Advisors
California
$1.21M +$77.6K +1,433 +7%
FFA
37
Farther Finance Advisors
California
$1.19M -$5.09M -93,904 -82%
SAI
38
Savvy Advisors Inc
New York
$1.16M +$1.07M +19,740 New
SWA
39
Sax Wealth Advisors
New Jersey
$1.15M
CAL
40
Capital Analysts LLC
Pennsylvania
$1.14M +$65.9K +1,216 +7%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$987K -$110K -2,026 -11%
CT
42
Coastline Trust
Rhode Island
$986K -$41.7K -769 -4%
JSAM
43
J. Safra Asset Management
New York
$981K +$1.35K +25 +0.1%
RWRC
44
R.W. Roge & Company
New York
$965K -$86K -1,588 -9%
VC
45
Veracity Capital
Georgia
$910K +$11.3K +208 +1%
MIH
46
Meitav Investment House
Israel
$885K +$361K +6,654 +78%
RIS
47
Retirement Income Solutions
Michigan
$855K +$54.8K +1,012 +7%
Corient Private Wealth
48
Corient Private Wealth
Florida
$817K
FPCP
49
Fort Point Capital Partners
California
$739K -$7.21K -133 -1%
SAS
50
Sage Advisory Services
Texas
$712K +$8.29K +153 +1%

EFIV Hedge Fund Activity: Q2 2025 in Review

113 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q2 2025, worth a combined $331M — down 17% from $398M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EFIV positions and 12 closed out — a net gain of 3 holders — while 50 added to existing stakes and 32 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $4.09M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $73.9M.

  • 113 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $331M of State Street SPDR S&P 500 ESG ETF stock for Q2 2025, down 17% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q2 2025 and 12 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q2 2025 was Two Sigma Investments, an estimated $4.09M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q2 2025 was Provida Pension Fund Administrator, an estimated $73.9M sold.

Based on aggregated 13F filings for Q2 2025.