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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

63 hedge funds and large institutions have $127M invested in SPDR S&P 500 ESG ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
23
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$3.28M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$32.7M
3
OFG
3
OmniStar Financial Group
North Carolina
$1.4M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$2.46M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$7.06M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$9.35M
2
RCS
2
Retirement Capital Strategies
California
$0
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$1.9M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
GI
5
Gradient Investments
Minnesota
$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$110K +$110K +2,783 New
UBS Group
52
UBS Group
Switzerland
$64K +$64K +1,624 New
GWM
53
Geneos Wealth Management
Colorado
$45.7K – – –
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$37K -$145K -3,643 -80%
Morgan Stanley
55
Morgan Stanley
New York
$33.6K -$14K -356 -29%
IA
56
IFP Advisors
Florida
$23.4K -$51.9K -1,726 -69%
NFSG
57
Newbridge Financial Services Group
Florida
$15.6K – – –
TCM
58
Tradewinds Capital Management
Washington
$8.48K +$8.48K +215 New
FWM
59
Focused Wealth Management
New York
$6.62K – – –
ATC
60
Adirondack Trust Company
New York
$3.94K – – –
NA
61
NewEdge Advisors
Louisiana
$2.25K +$2.25K +57 New
GEA
62
Glen Eagle Advisors
New Jersey
$1.77K +$1.77K +45 New
GWSG
63
GPS Wealth Strategies Group
Colorado
$631 +$631 +16 New
RCS
64
Retirement Capital Strategies
California
– -$3.49M -95,319 Closed
FTUS
65
Flow Traders U.S.
New York
– -$557K -15,200 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$316K -8,633 Closed
SEIA
67
Signature Estate & Investment Advisors
California
– -$220K -5,994 Closed
BAAM
68
Baker Avenue Asset Management
California
– -$72.6K -1,981 Closed
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
– -$43K -1,163 Closed
AAG
70
Armstrong Advisory Group
Massachusetts
– -$33.3K -908 Closed
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