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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
LJAC
76
L.J. Altfest & Co
New York
$310K -$34.7K -640 -11%
CW
77
CreativeOne Wealth
Kansas
$307K +$9.59K +177 +3%
NCM
78
Novare Capital Management
North Carolina
$298K +$276K +5,093 New
ACA
79
Aptus Capital Advisors
Alabama
$268K +$8.07K +149 +3%
HBT
80
Hills Bank & Trust
Iowa
$263K +$70.5K +1,301 +41%
FAFN
81
First Affirmative Financial Network
Colorado
$256K -$124K -2,290 -34%
Morgan Stanley
82
Morgan Stanley
New York
$251K +$59.9K +1,106 +35%
EIG
83
Ellenbecker Investment Group
Wisconsin
$241K +$8.07K +149 +4%
SPC
84
Sigma Planning Corp
Michigan
$236K -$163 -3 -0.1%
NA
85
NewEdge Advisors
Louisiana
$232K +$5.96K +110 +3%
FHA
86
Flagship Harbor Advisors
Massachusetts
$231K +$214K +3,941 New
TDC
87
Thompson Davis & Co
Virginia
$227K +$210K +3,880 New
CFIA
88
Cantor Fitzgerald Investment Advisors
New York
$217K +$201K +3,713 New
HWM
89
Horizon Wealth Management
Illinois
$217K +$201K +3,701 New
JP Morgan Chase
90
JP Morgan Chase
New York
$216K +$45.8K +846 +30%
JWCA
91
J.W. Cole Advisors
Florida
$208K +$193K +3,560 New
EI
92
Ethic Inc
New York
$203K +$189K +3,495 New
PJSIMP
93
P.J. Schmidt Investment Management (PJS)
Wisconsin
$203K +$187K +3,460 New
AF
94
Allworth Financial
California
$190K +$542 +10 +0.3%
WFA
95
Wells Financial Advisors
Massachusetts
$153K
VNA
96
Valley National Advisers
Pennsylvania
$109K +$101K +1,873 New
TCM
97
Tradewinds Capital Management
Washington
$91.7K +$6.67K +123 +9%
MYIA
98
Mount Yale Investment Advisors
Colorado
$64.9K +$60.1K +1,109 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$60.8K -$3.63K -67 -6%
GWANC
100
Guardian Wealth Advisors (North Carolina)
North Carolina
$49.8K +$1.03K +19 +2%

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.