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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

110 hedge funds and large institutions have $276M invested in SPDR S&P 500 ESG ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
48
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$7.62M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.71M
3
SWA
3
SOA Wealth Advisors
New York
$11.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.27M
5
TF
5
Tompkins Financial
New York
$15.4M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$0
2
FFA
2
Farther Finance Advisors
California
$1.19M
3
Bank of America
3
Bank of America
North Carolina
$2.56M
4
KOC
4
Koss-Olinger Consulting
Florida
$24.2M
5
LPL Financial
5
LPL Financial
California
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
VWM
51
Verus Wealth Management
Wisconsin
$566K 9,667 -233 -2%
TRCT
52
Tower Research Capital (TRC)
New York
$557K 9,512 +9,512 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$517K 8,830 +375 +4%
OFG
54
Opulen Financial Group
Virginia
$498K 8,504 +2 +0%
BBHC
55
Brown Brothers Harriman & Co
New York
$497K 8,495 – –
OA
56
Operose Advisors
Wisconsin
$488K 8,343 +25 +0.3%
JSAM
57
J. Safra Asset Management
New York
$487K 8,363 – –
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$482K 8,235 -1,483 -15%
SPP
59
Single Point Partners
Massachusetts
$480K 8,205 +7 +0.1%
CC
60
Chicago Capital
Illinois
$472K 8,067 – –
DJSG
61
D.J. St. Germain
Massachusetts
$442K 7,555 – –
LAMNM
62
Longview Asset Management (New Mexico)
New Mexico
$428K 7,314 -1,749 -19%
FRA
63
Front Row Advisors
California
$411K 7,023 +640 +10%
PSCM
64
Per Stirling Capital Management
Texas
$399K 6,811 -117 -2%
DWM
65
Denver Wealth Management
Colorado
$389K 6,646 -3,076 -32%
GLA
66
Good Life Advisors
Pennsylvania
$381K 6,505 +1,316 +25%
MFGM
67
Marshall Financial Group (Maryland)
Maryland
$341K 5,807 -263 -4%
CSP
68
Cary Street Partners
Virginia
$328K 5,608 – –
HAS
69
HBW Advisory Services
California
$326K 5,569 -116 -2%
ZF
70
Zhang Financial
Michigan
$321K 5,487 +743 +16%
MFA
71
McClarren Financial Advisors
Pennsylvania
$319K 5,447 +17 +0.3%
BAM
72
Brave Asset Management
New Jersey
$317K 5,418 – –
LJAC
73
L.J. Altfest & Co
New York
$310K 5,302 -640 -11%
CW
74
CreativeOne Wealth
Kansas
$307K 5,235 +177 +3%
NCM
75
Novare Capital Management
North Carolina
$298K 5,093 +5,093 New
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