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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

112 hedge funds and large institutions have $397M invested in SPDR S&P 500 ESG ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
12
Increased
46
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
Tompkins Financial
New York
+$12M
2
FFA
Farther Finance Advisors
California
+$6.13M
3
KOC
Koss-Olinger Consulting
Florida
+$5.85M
4
Bank of America
Bank of America
North Carolina
+$3.75M
5
Goldman Sachs
Goldman Sachs
New York
+$2.54M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$57.8M
2
Two Sigma Investments
Two Sigma Investments
New York
-$7.45M
3
SSIM
Sheets Smith Investment Management
Texas
-$6.43M
4
PAG
Private Advisor Group
New Jersey
-$4.87M
5
SSWM
Sheets Smith Wealth Management
North Carolina
-$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
51
TownSquare Capital
Utah
$618K – – –
VWM
52
Verus Wealth Management
Wisconsin
$530K +$53.5K +1,000 +11%
DWM
53
Denver Wealth Management
Colorado
$520K -$89.3K -1,669 -15%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$520K -$55K -1,028 -10%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$495K +$495K +9,255 New
LAMNM
56
Longview Asset Management (New Mexico)
New Mexico
$485K -$17.8K -333 -4%
OFG
57
Opulen Financial Group
Virginia
$455K +$589 +11 +0.1%
BBHC
58
Brown Brothers Harriman & Co
New York
$454K – – –
MIH
59
Meitav Investment House
Israel
$453K +$453K +8,500 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$452K -$59.4K -1,112 -12%
JSAM
61
J. Safra Asset Management
New York
$447K – – –
OA
62
Operose Advisors
Wisconsin
$445K +$1.34K +25 +0.3%
SPP
63
Single Point Partners
Massachusetts
$439K +$375 +7 +0.1%
CC
64
Chicago Capital
Illinois
$432K – – –
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$420K -$4.28K -80 -1%
DJSG
66
D.J. St. Germain
Massachusetts
$404K – – –
Mariner
67
Mariner
Kansas
$382K -$1.07M -19,962 -74%
Citadel Advisors
68
Citadel Advisors
Florida
$376K +$28.4K +531 +8%
PSCM
69
Per Stirling Capital Management
Texas
$371K – – –
UBS Group
70
UBS Group
Switzerland
$361K +$361K +6,753 New
FAFN
71
First Affirmative Financial Network
Colorado
$356K – – –
PCIA
72
Prime Capital Investment Advisors
Kansas
$343K +$343K +6,406 New
FRA
73
Front Row Advisors
California
$341K +$21K +393 +7%
MFGM
74
Marshall Financial Group (Maryland)
Maryland
$325K – – –
LJAC
75
L.J. Altfest & Co
New York
$318K -$15.2K -284 -5%
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