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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

114 hedge funds and large institutions have $467M invested in SPDR S&P 500 ESG ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
46
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$189M
2
LPL Financial
2
LPL Financial
California
$20.2M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$11M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$12.7M
5
SWA
5
SOA Wealth Advisors
New York
$7.76M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$12M
2
UBS Group
2
UBS Group
Switzerland
$0
3
US Bancorp
3
US Bancorp
Minnesota
$38K
4
OCM
4
One Capital Management
California
$2.78M
5
WLIM
5
White Lighthouse Investment Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
51
Denver Wealth Management
Colorado
$643K 11,391 +1,265 +12%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$607K 10,746 +799 +8%
PIA
53
Perennial Investment Advisors
California
$592K 10,488 +1,832 +21%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$540K 9,567 +3,201 +50%
LAMNM
55
Longview Asset Management (New Mexico)
New Mexico
$531K 9,396 +9,396 New
VWM
56
Verus Wealth Management
Wisconsin
$503K 8,900 +8,900 New
Goldman Sachs
57
Goldman Sachs
New York
$498K 8,817 -502 -5%
BBHC
58
Brown Brothers Harriman & Co
New York
$480K 8,495 +8,495 New
OFG
59
Opulen Financial Group
Virginia
$480K 8,491 +8,491 New
JSAM
60
J. Safra Asset Management
New York
$475K 8,363 – –
OA
61
Operose Advisors
Wisconsin
$468K 8,293 +27 +0.3%
SPP
62
Single Point Partners
Massachusetts
$463K 8,191 +7 +0.1%
CC
63
Chicago Capital
Illinois
$456K 8,067 – –
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$448K 7,930 +122 +2%
DJSG
65
D.J. St. Germain
Massachusetts
$427K 7,555 – –
VW
66
Veridan Wealth
Oregon
$408K 7,179 +7,179 New
TF
67
Tompkins Financial
New York
$403K 7,140 +7,140 New
PSCM
68
Per Stirling Capital Management
Texas
$391K 6,928 +2,650 +62%
MFA
69
McClarren Financial Advisors
Pennsylvania
$381K 6,758 +1,361 +25%
FAFN
70
First Affirmative Financial Network
Colorado
$376K 6,660 – –
Citadel Advisors
71
Citadel Advisors
Florida
$367K 6,494 +6,494 New
LJAC
72
L.J. Altfest & Co
New York
$352K 6,226 +6,226 New
MFGM
73
Marshall Financial Group (Maryland)
Maryland
$343K 6,070 -349 -5%
FRA
74
Front Row Advisors
California
$338K 5,990 +1,610 +37%
BAM
75
Brave Asset Management
New Jersey
$299K 5,299 – –
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