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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

75 hedge funds and large institutions have $148M invested in SPDR S&P 500 ESG ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
29
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$7.46M
2
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$14.6M
3
PI
3
PineBridge Investments
New York
$2.87M
4
OCM
4
One Capital Management
California
$2.46M
5
AI
5
Atria Investments
North Carolina
$2.01M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$22M
2
LPL Financial
2
LPL Financial
California
$7.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
OFG
4
OmniStar Financial Group
North Carolina
$518K
5
GI
5
Gradient Investments
Minnesota
$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$282K +$74.5K +1,730 +36%
TRCT
52
Tower Research Capital (TRC)
New York
$260K -$61.3K -1,424 -19%
DWM
53
Denver Wealth Management
Colorado
$256K +$2.63K +61 +1%
BAM
54
Brave Asset Management
New Jersey
$220K – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$216K +$176K +4,062 +437%
MFG
56
Merit Financial Group
Georgia
$210K +$210K +4,889 New
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$206K +$206K +4,789 New
AF
58
Allworth Financial
California
$120K +$473 +11 +0.4%
WFA
59
Wells Financial Advisors
Massachusetts
$109K +$109K +2,538 New
Citigroup
60
Citigroup
New York
$91.1K +$91.1K +2,115 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$79K +$79K +1,829 New
GWM
62
Geneos Wealth Management
Colorado
$49.9K – – –
Morgan Stanley
63
Morgan Stanley
New York
$41.1K +$4.43K +103 +12%
IA
64
IFP Advisors
Florida
$33.5K – – –
PCM
65
Penserra Capital Management
California
$20K +$20K +471 New
NFSG
66
Newbridge Financial Services Group
Florida
$17K – – –
TCM
67
Tradewinds Capital Management
Washington
$9.26K – – –
FWM
68
Focused Wealth Management
New York
$7.23K – – –
UBS Group
69
UBS Group
Switzerland
$6.93K -$63K -1,463 -90%
ACA
70
Aptus Capital Advisors
Alabama
$5.21K +$5.21K +121 New
GWANC
71
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.21K +$5.21K +121 New
ATC
72
Adirondack Trust Company
New York
$4.45K – – –
NA
73
NewEdge Advisors
Louisiana
$3.53K +$1.08K +25 +44%
GEA
74
Glen Eagle Advisors
New Jersey
$1.94K – – –
GWSG
75
GPS Wealth Strategies Group
Colorado
$689 – – –
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