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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

75 hedge funds and large institutions have $148M invested in SPDR S&P 500 ESG ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
29
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$7.46M
2
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$14.6M
3
PI
3
PineBridge Investments
New York
$2.87M
4
OCM
4
One Capital Management
California
$2.46M
5
AI
5
Atria Investments
North Carolina
$2.01M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$22M
2
LPL Financial
2
LPL Financial
California
$7.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
OFG
4
OmniStar Financial Group
North Carolina
$518K
5
GI
5
Gradient Investments
Minnesota
$3.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
– – -29,588 Closed
Citadel Advisors
77
Citadel Advisors
Florida
– – -6,140 Closed
EH
78
Equitable Holdings
New York
– – -5,628 Closed
CFGS
79
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4