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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

110 hedge funds and large institutions have $276M invested in SPDR S&P 500 ESG ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
48
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$7.62M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.71M
3
SWA
3
SOA Wealth Advisors
New York
$11.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.27M
5
TF
5
Tompkins Financial
New York
$15.4M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$0
2
FFA
2
Farther Finance Advisors
California
$1.19M
3
Bank of America
3
Bank of America
North Carolina
$2.56M
4
KOC
4
Koss-Olinger Consulting
Florida
$24.2M
5
LPL Financial
5
LPL Financial
California
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
101
Harbour Investments
Wisconsin
$29K 495 – –
SS
102
SBI Securities
Japan
$24K 410 +186 +83%
CBT
103
Crews Bank & Trust
Florida
$20.5K 350 – –
SL
104
Salomon & Ludwin
Virginia
$10.3K 176 – –
UBS Group
105
UBS Group
Switzerland
$7.38K 126 -6,627 -98%
HFS
106
Horizon Financial Services
North Carolina
$6.62K 113 – –
CFO
107
Capitol Family Office
Oregon
$5.8K 99 – –
GWM
108
Geneos Wealth Management
Colorado
$3.81K 65 -1,325 -95%
GEA
109
Glen Eagle Advisors
New Jersey
$2.23K 38 – –
GWSG
110
GPS Wealth Strategies Group
Colorado
$1.76K 30 +30 New
PPFA
111
Provida Pension Fund Administrator
Chile
– – -2,260,012 Closed
FSA
112
Financial Services Advisory
Maryland
– – -31,755 Closed
FFN
113
Focus Financial Network
Minnesota
– – -21,988 Closed
Jane Street
114
Jane Street
New York
– – -21,471 Closed
TC
115
TownSquare Capital
Utah
– – -11,559 Closed
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
– – -9,255 Closed
Citadel Advisors
117
Citadel Advisors
Florida
– – -7,025 Closed
PCIA
118
Prime Capital Investment Advisors
Kansas
– – -6,406 Closed
JSW
119
Journey Strategic Wealth
New Jersey
– – -5,068 Closed
MFS
120
Mattson Financial Services
Michigan
– – -654 Closed
NEWAS
121
N.E.W. Advisory Services
Wisconsin
– – -22 Closed
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