SPDR S&P 500 ESG ETF
EFIV
EFIV
107 hedge funds and large institutions have $406M invested in SPDR S&P 500 ESG ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
45
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
PCWA
101
Pacific Capital Wealth Advisors
Corona,
California
| $23.4K | +$279 | +5 | +1% |
|
|
EB
102
Eastern Bank
Boston,
Massachusetts
| $14.1K | +$14.1K | +253 | New |
|
|
GWM
103
Geneos Wealth Management
Englewood,
Colorado
| $12.8K | – | – | – |
|
|
HFS
104
Horizon Financial Services
Winston Salem,
North Carolina
| $6.3K | – | – | – |
|
|
AWM
105
Aspire Wealth Management
Waltham,
Massachusetts
| $2.57K | – | – | – |
|
|
GEA
106
Glen Eagle Advisors
Kingston,
New Jersey
| $2.51K | – | – | – |
|
|
MFA
107
McClarren Financial Advisors
State College,
Pennsylvania
| $300 | +$297 | +5,344 | +10,083% |
|
|
FHA
108
First Horizon Advisors
Memphis,
Tennessee
| $77 | – | – | – |
|
109
Citadel Advisors
Miami,
Florida
| – | -$578K | -10,881 | Closed |
|
110
Jane Street
New York
| – | -$230K | -4,339 | Closed |
|
|
PI
111
PineBridge Investments
New York
| – | -$203K | -3,818 | Closed |
|
|
BFA
112
Brown Financial Advisors
Milford,
Ohio
| – | -$155K | -2,912 | Closed |
|
|
IAIM
113
International Assets Investment Management
Orlando,
Florida
| – | -$19.2K | -361 | Closed |
|