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State Street SPDR S&P 500 ESG ETF

113 hedge funds and large institutions have $331M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

4.23% more ownership

Funds ownership: 24.96%29.18% (+4.2%)

0% more funds holding

Funds holding: 113113 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

17% less capital invested

Capital invested by funds: $398M → $331M (-$66.3M)

Holders
113
Holders Change
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
50
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
51
Warren Street Wealth Advisors
California
$686K +$8.4K +155 +1%
Mariner
52
Mariner
Kansas
$625K +$192K +3,536 +50%
CAG
53
Crestwood Advisors Group
Massachusetts
$608K +$562K +10,378 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$572K +$104K +1,914 +24%
VWM
55
Verus Wealth Management
Wisconsin
$566K -$12.6K -233 -2%
TRCT
56
Tower Research Capital (TRC)
New York
$557K +$515K +9,512 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$517K +$20.3K +375 +4%
OFG
58
Opulen Financial Group
Virginia
$498K +$108 +2 +0%
BBHC
59
Brown Brothers Harriman & Co
New York
$497K
OA
60
Operose Advisors
Wisconsin
$488K +$1.35K +25 +0.3%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$482K -$80.4K -1,483 -15%
SPP
62
Single Point Partners
Massachusetts
$480K +$379 +7 +0.1%
CC
63
Chicago Capital
Illinois
$472K
DJSG
64
D.J. St. Germain
Massachusetts
$442K
LAMNM
65
Longview Asset Management (New Mexico)
New Mexico
$428K -$94.8K -1,749 -19%
FRA
66
Front Row Advisors
California
$411K +$34.7K +640 +10%
PSCM
67
Per Stirling Capital Management
Texas
$399K -$6.34K -117 -2%
DWM
68
Denver Wealth Management
Colorado
$389K -$167K -3,076 -32%
GLA
69
Good Life Advisors
Pennsylvania
$381K +$71.3K +1,316 +25%
MFGM
70
Marshall Financial Group (Maryland)
Maryland
$341K -$14.3K -263 -4%
CSP
71
Cary Street Partners
Virginia
$328K
HAS
72
HBW Advisory Services
California
$326K -$6.29K -116 -2%
ZF
73
Zhang Financial
Michigan
$321K +$40.3K +743 +16%
MFA
74
McClarren Financial Advisors
Pennsylvania
$319K +$921 +17 +0.3%
BAM
75
Brave Asset Management
New Jersey
$317K

EFIV Hedge Fund Activity: Q2 2025 in Review

113 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q2 2025, worth a combined $331M — down 17% from $398M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EFIV positions and 12 closed out — a net gain of 3 holders — while 50 added to existing stakes and 32 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $4.09M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $73.9M.

  • 113 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $331M of State Street SPDR S&P 500 ESG ETF stock for Q2 2025, down 17% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q2 2025 and 12 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q2 2025 was Two Sigma Investments, an estimated $4.09M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q2 2025 was Provida Pension Fund Administrator, an estimated $73.9M sold.

Based on aggregated 13F filings for Q2 2025.