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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

92 hedge funds and large institutions have $196M invested in SPDR S&P 500 ESG ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
41
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNWM
1
Financial Network Wealth Management
Utah
$8.32M
2
LPL Financial
2
LPL Financial
California
$10.7M
3
PAG
3
Private Advisor Group
New Jersey
$2.7M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$932K
5
SWA
5
Sax Wealth Advisors
New Jersey
$798K

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$7.12M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$698K
4
FHA
4
Flagship Harbor Advisors
Massachusetts
$0
5
Creative Planning
5
Creative Planning
Kansas
$631K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPP
51
Single Point Partners
Massachusetts
$445K +$608 +12 +0.1%
DWM
52
Denver Wealth Management
Colorado
$418K +$110K +2,181 +36%
CW
53
CreativeOne Wealth
Kansas
$416K +$416K +8,208 New
OA
54
Operose Advisors
Wisconsin
$416K +$1.22K +24 +0.3%
WAM
55
WNY Asset Management
New York
$412K – – –
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$395K +$103K +2,045 +35%
DJSG
57
D.J. St. Germain
Massachusetts
$383K – – –
KW
58
KWB Wealth
California
$341K -$912 -18 -0.3%
RJT
59
Raymond James Trust
Florida
$337K – – –
MFGM
60
Marshall Financial Group (Maryland)
Maryland
$332K +$21.7K +428 +7%
JSW
61
Journey Strategic Wealth
New Jersey
$305K -$157K -3,103 -34%
PSCM
62
Per Stirling Capital Management
Texas
$291K +$291K +5,743 New
KWM
63
Kingsview Wealth Management
Oregon
$280K -$174K -3,442 -38%
Two Sigma Investments
64
Two Sigma Investments
New York
$248K -$410K -8,100 -62%
BAM
65
Brave Asset Management
New Jersey
$246K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$241K -$263K -5,197 -52%
ZF
67
Zhang Financial
Michigan
$230K +$230K +4,544 New
UWM
68
USAdvisors Wealth Management
Minnesota
$219K +$219K +4,327 New
GLA
69
Good Life Advisors
Pennsylvania
$210K +$210K +4,147 New
CC
70
Chicago Capital
Illinois
$207K +$207K +4,090 New
ZIM
71
Zacks Investment Management
Illinois
$206K +$206K +4,063 New
NA
72
NewEdge Advisors
Louisiana
$197K -$19.7K -389 -9%
WFA
73
Wells Financial Advisors
Massachusetts
$172K +$43.6K +860 +34%
AF
74
Allworth Financial
California
$162K +$506 +10 +0.3%
TRCT
75
Tower Research Capital (TRC)
New York
$159K +$32.3K +638 +25%
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