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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

51 hedge funds and large institutions have $99.2M invested in SPDR S&P 500 ESG ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
51
Holders Change
+14
Holders Change %
+37.84%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
23
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$3.65M
2
MFG
2
Merit Financial Group
Georgia
$1.95M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$26.2M
4
Jane Street
4
Jane Street
New York
$786K
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$4.95M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$11.1M
2
RJA
2
Raymond James & Associates
Florida
$1.15M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$21K
4
ECM
4
Evergreen Capital Management
Washington
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$327K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
51
Focused Wealth Management
New York
$1K +$1K +42 New
ECM
52
Evergreen Capital Management
Washington
– -$315K -8,700 Closed
1 2
3