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State Street SPDR S&P 500 ESG ETF
EFIV

82 hedge funds and large institutions have $205M invested in State Street SPDR S&P 500 ESG ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

37% more capital invested

Capital invested by funds: $150M → $205M (+$54.9M)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

5% more funds holding

Funds holding: 78 → 82 (+4)

2.39% more ownership

Funds ownership: 16.09% → 18.48% (+2.4%)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
12
Increased
32
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
+$25.5M
2
LWP
Laurel Wealth Planning
Minnesota
+$9.89M
3
KOC
Koss-Olinger Consulting
Florida
+$2.22M
4
FSA
Financial Services Advisory
Maryland
+$2.21M
5
Principal Financial Group
Principal Financial Group
Iowa
+$894K

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$2.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.4M
3
AI
Atria Investments
North Carolina
-$2.3M
4
NYLIM
New York Life Investment Management
New York
-$1.4M
5
RJA
Raymond James & Associates
Florida
-$814K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$28K -$14.3K -330 -36%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$12K – – –
TCM
78
Tradewinds Capital Management
Washington
$9.93K – – –
GWM
79
Geneos Wealth Management
Colorado
$8.22K +$2.3K +53 +42%
T
80
Tidemark
California
$5.04K +$4.73K +109 New
FWM
81
Focused Wealth Management
New York
$3.6K -$3.9K -90 -54%
GEA
82
Glen Eagle Advisors
New Jersey
$2.08K – – –
AI
83
Atria Investments
North Carolina
– -$2.3M -55,408 Closed
NYLIM
84
New York Life Investment Management
New York
– -$1.4M -33,840 Closed
MA
85
Mutual Advisors
Nebraska
– -$369K -8,888 Closed
UBS Group
86
UBS Group
Switzerland
– -$238K -5,746 Closed
IA
87
IFP Advisors
Florida
– -$32.3K -778 Closed
PCM
88
Penserra Capital Management
California
– -$7K -169 Closed
ATC
89
Adirondack Trust Company
New York
– -$4.15K -100 Closed
GWSG
90
GPS Wealth Strategies Group
Colorado
– -$664 -16 Closed
1 2 3
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EFIV Hedge Fund Activity: Q4 2023 in Review

82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q4 2023, worth a combined $205M — up 37% from $150M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EFIV positions and 8 closed out — a net gain of 4 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was Retirement Capital Strategies, adding an estimated $25.5M. The largest seller was Integrated Wealth Concepts, cutting an estimated $2.9M.

  • 82 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q4 2023, up from 78 in Q3 2023.
  • Funds reported $205M of State Street SPDR S&P 500 ESG ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q4 2023 and 8 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q4 2023 was Retirement Capital Strategies, an estimated $25.5M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q4 2023 was Integrated Wealth Concepts, an estimated $2.9M sold.

Based on aggregated 13F filings for Q4 2023.