We are live on ! Find out more
EFIV icon

State Street SPDR S&P 500 ESG ETF
EFIV

104 hedge funds and large institutions have $238M invested in State Street SPDR S&P 500 ESG ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

21% more capital invested

Capital invested by funds: $196M → $238M (+$41.5M)

13% more funds holding

Funds holding: 92 → 104 (+12)

2.18% more ownership

Funds ownership: 16.7% → 18.88% (+2.2%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
19
Increased
41
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
Retirement Capital Strategies
California
+$28.4M
2
KOC
Koss-Olinger Consulting
Florida
+$17.9M
3
SWA
SOA Wealth Advisors
New York
+$4.09M
4
SSWM
Sheets Smith Wealth Management
North Carolina
+$2.46M
5
UBS Group
UBS Group
Switzerland
+$965K

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$19.3M
2
Principal Financial Group
Principal Financial Group
Iowa
-$2.55M
3
PI
PineBridge Investments
New York
-$2.03M
4
Jane Street
Jane Street
New York
-$1.54M
5
ZIG
Zurich Insurance Group
Switzerland
-$628K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
51
Single Point Partners
Massachusetts
$434K -$30.9K -608 -7%
WAM
52
WNY Asset Management
New York
$432K – – –
CC
53
Chicago Capital
Illinois
$428K +$202K +3,977 +97%
CW
54
CreativeOne Wealth
Kansas
$427K -$8.5K -167 -2%
SAS
55
Sage Advisory Services
Texas
$410K -$67.2K -1,321 -15%
DJSG
56
D.J. St. Germain
Massachusetts
$401K – – –
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$383K -$30.3K -595 -8%
US Bancorp
58
US Bancorp
Minnesota
$379K +$363K +7,137 New
MFGM
59
Marshall Financial Group (Maryland)
Maryland
$348K – – –
VW
60
Veridan Wealth
Oregon
$346K +$301K +5,913 New
KW
61
KWB Wealth
California
$341K – – –
JSW
62
Journey Strategic Wealth
New Jersey
$320K -$458 -9 -0.1%
JSAM
63
J. Safra Asset Management
New York
$319K +$306K +6,010 New
MFA
64
McClarren Financial Advisors
Pennsylvania
$285K +$2.7K +53 New
BAM
65
Brave Asset Management
New Jersey
$281K +$22.1K +434 +9%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$281K +$27.2K +534 +11%
PIA
67
Perennial Investment Advisors
California
$276K +$264K +5,198 New
ZF
68
Zhang Financial
Michigan
$252K +$10.2K +200 +4%
ZIM
69
Zacks Investment Management
Illinois
$238K +$21.2K +417 +10%
PSCM
70
Per Stirling Capital Management
Texas
$237K -$65.2K -1,281 -22%
RJT
71
Raymond James Trust
Florida
$236K -$113K -2,217 -33%
KWM
72
Kingsview Wealth Management
Oregon
$234K -$57.9K -1,138 -21%
FAFN
73
First Affirmative Financial Network
Colorado
$232K +$222K +4,370 New
Jane Street
74
Jane Street
New York
$230K -$1.54M -30,293 -87%
SPC
75
Sigma Planning Corp
Michigan
$220K +$211K +4,144 New
1 2
3
4 5

EFIV Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q2 2024, worth a combined $238M — up 21% from $196M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EFIV positions and 6 closed out — a net gain of 13 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Retirement Capital Strategies, adding an estimated $28.4M. The largest seller was Integrated Wealth Concepts, cutting an estimated $19.3M.

  • 104 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $238M of State Street SPDR S&P 500 ESG ETF stock for Q2 2024, up 21% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q2 2024 and 6 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q2 2024 was Retirement Capital Strategies, an estimated $28.4M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q2 2024 was Integrated Wealth Concepts, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2024.