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State Street SPDR S&P 500 ESG ETF
EFIV

114 hedge funds and large institutions have $467M invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

92% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

15% more capital invested

Capital invested by funds: $406M → $467M (+$61M)

7% more funds holding

Funds holding: 107 → 114 (+7)

1.41% more ownership

Funds ownership: 25.6% → 27.02% (+1.4%)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.5%
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

Rank Fund Capital Flow
1
PPFA
Provida Pension Fund Administrator
Chile
+$53.2M
2
LPL Financial
LPL Financial
California
+$4.37M
3
Two Sigma Investments
Two Sigma Investments
New York
+$4.12M
4
Principal Financial Group
Principal Financial Group
Iowa
+$2.61M
5
SWA
SOA Wealth Advisors
New York
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
-$27M
2
UBS Group
UBS Group
Switzerland
-$993K
3
US Bancorp
US Bancorp
Minnesota
-$373K
4
OCM
One Capital Management
California
-$317K
5
WLIM
White Lighthouse Investment Management
Massachusetts
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
51
Denver Wealth Management
Colorado
$643K +$72.2K +1,265 +12%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$607K +$45.6K +799 +8%
PIA
53
Perennial Investment Advisors
California
$592K +$105K +1,832 +21%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$540K +$183K +3,201 +50%
LAMNM
55
Longview Asset Management (New Mexico)
New Mexico
$531K +$536K +9,396 New
VWM
56
Verus Wealth Management
Wisconsin
$503K +$508K +8,900 New
Goldman Sachs
57
Goldman Sachs
New York
$498K -$28.6K -502 -5%
BBHC
58
Brown Brothers Harriman & Co
New York
$480K +$485K +8,495 New
OFG
59
Opulen Financial Group
Virginia
$480K +$484K +8,491 New
JSAM
60
J. Safra Asset Management
New York
$475K – – –
OA
61
Operose Advisors
Wisconsin
$468K +$1.54K +27 +0.3%
SPP
62
Single Point Partners
Massachusetts
$463K +$399 +7 +0.1%
CC
63
Chicago Capital
Illinois
$456K – – –
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$448K +$6.96K +122 +2%
DJSG
65
D.J. St. Germain
Massachusetts
$427K – – –
VW
66
Veridan Wealth
Oregon
$408K +$410K +7,179 New
TF
67
Tompkins Financial
New York
$403K +$407K +7,140 New
PSCM
68
Per Stirling Capital Management
Texas
$391K +$151K +2,650 +62%
MFA
69
McClarren Financial Advisors
Pennsylvania
$381K +$77.6K +1,361 +25%
FAFN
70
First Affirmative Financial Network
Colorado
$376K – – –
Citadel Advisors
71
Citadel Advisors
Florida
$367K +$370K +6,494 New
LJAC
72
L.J. Altfest & Co
New York
$352K +$355K +6,226 New
MFGM
73
Marshall Financial Group (Maryland)
Maryland
$343K -$19.9K -349 -5%
FRA
74
Front Row Advisors
California
$338K +$91.8K +1,610 +37%
BAM
75
Brave Asset Management
New Jersey
$299K – – –
1 2
3
4 5

EFIV Hedge Fund Activity: Q4 2024 in Review

114 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q4 2024, worth a combined $467M — up 15% from $406M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EFIV positions and 10 closed out — a net gain of 11 holders — while 46 added to existing stakes and 24 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $53.2M. The largest seller was Retirement Capital Strategies, cutting an estimated $27M.

  • 114 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q4 2024, up from 107 in Q3 2024.
  • Funds reported $467M of State Street SPDR S&P 500 ESG ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 21 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q4 2024 and 10 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q4 2024 was Provida Pension Fund Administrator, an estimated $53.2M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q4 2024 was Retirement Capital Strategies, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2024.