State Street SPDR S&P 500 ESG ETF
EFIV
114 hedge funds and large institutions have $467M invested in State Street SPDR S&P 500 ESG ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
92% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 24
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
15% more capital invested
Capital invested by funds: $406M → $467M (+$61M)
7% more funds holding
Funds holding: 107 → 114 (+7)
1.41% more ownership
Funds ownership: 25.6% → 27.02% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$53.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.37M |
| 3 |
Two Sigma Investments
New York
|
+$4.12M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$2.61M |
| 5 |
SWA
SOA Wealth Advisors
New York
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$27M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$993K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$373K |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
-$317K |
| 5 |
WLIM
White Lighthouse Investment Management
Bedford,
Massachusetts
|
-$291K |
EFIV Hedge Fund Activity: Q4 2024 in Review
114 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q4 2024, worth a combined $467M — up 15% from $406M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new EFIV positions and 10 closed out — a net gain of 11 holders — while 46 added to existing stakes and 24 trimmed.
The largest buyer was Provida Pension Fund Administrator, adding an estimated $53.2M. The largest seller was Retirement Capital Strategies, cutting an estimated $27M.
- 114 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q4 2024, up from 107 in Q3 2024.
- Funds reported $467M of State Street SPDR S&P 500 ESG ETF stock for Q4 2024, up 15% quarter-over-quarter.
- 21 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q4 2024 and 10 closed out, a net change of +11 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q4 2024 was Provida Pension Fund Administrator, an estimated $53.2M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q4 2024 was Retirement Capital Strategies, an estimated $27M sold.
Based on aggregated 13F filings for Q4 2024.