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State Street SPDR S&P 500 ESG ETF
EFIV

104 hedge funds and large institutions have $238M invested in State Street SPDR S&P 500 ESG ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

21% more capital invested

Capital invested by funds: $196M → $238M (+$41.5M)

13% more funds holding

Funds holding: 92 → 104 (+12)

2.18% more ownership

Funds ownership: 16.7% → 18.88% (+2.2%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
19
Increased
41
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
Retirement Capital Strategies
California
+$28.4M
2
KOC
Koss-Olinger Consulting
Florida
+$17.9M
3
SWA
SOA Wealth Advisors
New York
+$4.09M
4
SSWM
Sheets Smith Wealth Management
North Carolina
+$2.46M
5
UBS Group
UBS Group
Switzerland
+$965K

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$19.3M
2
Principal Financial Group
Principal Financial Group
Iowa
-$2.55M
3
PI
PineBridge Investments
New York
-$2.03M
4
Jane Street
Jane Street
New York
-$1.54M
5
ZIG
Zurich Insurance Group
Switzerland
-$628K
Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
76
Good Life Advisors
Pennsylvania
$220K -$153 -3 -0.1%
AAS
77
Avantax Advisory Services
Texas
$209K +$201K +3,942 New
NA
78
NewEdge Advisors
Louisiana
$208K +$509 +10 +0.3%
PI
79
PineBridge Investments
New York
$203K -$2.03M -39,848 -91%
FRA
80
Front Row Advisors
California
$182K +$175K +3,430 New
WFA
81
Wells Financial Advisors
Massachusetts
$180K – – –
AF
82
Allworth Financial
California
$172K +$509 +10 +0.3%
Morgan Stanley
83
Morgan Stanley
New York
$157K – – –
BFA
84
Brown Financial Advisors
Ohio
$155K +$148K +2,912 New
HBT
85
Hills Bank & Trust
Iowa
$148K +$27.3K +536 +24%
HNB
86
Huntington National Bank
Ohio
$116K – – –
Comerica Bank
87
Comerica Bank
Texas
$83.9K +$80.4K +1,580 New
BFEC
88
Benjamin F. Edwards & Company
Missouri
$64K +$48K +943 +371%
ACA
89
Aptus Capital Advisors
Alabama
$61.6K +$6.05K +119 +11%
GWANC
90
Guardian Wealth Advisors (North Carolina)
North Carolina
$61.6K +$6.05K +119 +11%
NP
91
NorthRock Partners
Minnesota
$55.3K – – –
TCM
92
Tradewinds Capital Management
Washington
$42.2K +$29.5K +579 +269%
MFS
93
Mattson Financial Services
Michigan
$42.1K +$40.4K +793 New
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$42K -$46.8K -920 -54%
JP Morgan Chase
95
JP Morgan Chase
New York
$34K +$13.9K +273 +74%
AF
96
Advisornet Financial
Minnesota
$32.9K +$102 +2 +0.3%
HI
97
Harbour Investments
Wisconsin
$26.3K – – –
PCWA
98
Pacific Capital Wealth Advisors
California
$22K +$21.1K +414 New
IAIM
99
International Assets Investment Management
Florida
$19.2K +$18.4K +361 New
GWM
100
Geneos Wealth Management
Colorado
$12.2K +$204 +4 +2%
1 2 3
4
5

EFIV Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q2 2024, worth a combined $238M — up 21% from $196M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EFIV positions and 6 closed out — a net gain of 13 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Retirement Capital Strategies, adding an estimated $28.4M. The largest seller was Integrated Wealth Concepts, cutting an estimated $19.3M.

  • 104 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $238M of State Street SPDR S&P 500 ESG ETF stock for Q2 2024, up 21% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q2 2024 and 6 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q2 2024 was Retirement Capital Strategies, an estimated $28.4M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q2 2024 was Integrated Wealth Concepts, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2024.