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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.5%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
46
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPFA
Provida Pension Fund Administrator
Chile
+$53.2M
2
LPL Financial
LPL Financial
California
+$4.37M
3
Two Sigma Investments
Two Sigma Investments
New York
+$4.12M
4
Principal Financial Group
Principal Financial Group
Iowa
+$2.61M
5
SWA
SOA Wealth Advisors
New York
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
-$27M
2
UBS Group
UBS Group
Switzerland
-$993K
3
US Bancorp
US Bancorp
Minnesota
-$373K
4
OCM
One Capital Management
California
-$317K
5
WLIM
White Lighthouse Investment Management
Massachusetts
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
101
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.9K – – –
HI
102
Human Investing
Oregon
$38.6K +$39K +684 New
US Bancorp
103
US Bancorp
Minnesota
$38K -$373K -6,547 -91%
AF
104
Advisornet Financial
Minnesota
$35.2K +$114 +2 +0.3%
MFS
105
Mattson Financial Services
Michigan
$33.6K -$10.8K -190 -24%
HI
106
Harbour Investments
Wisconsin
$28K – – –
PCWA
107
Pacific Capital Wealth Advisors
California
$23.7K – – –
CBT
108
Crews Bank & Trust
Florida
$19.8K +$20K +350 New
HNB
109
Huntington National Bank
Ohio
$16.5K – – –
SS
110
SBI Securities
Japan
$15.1K +$15.2K +267 New
EB
111
Eastern Bank
Massachusetts
$14.3K – – –
GWM
112
Geneos Wealth Management
Colorado
$13.4K +$456 +8 +3%
HFS
113
Horizon Financial Services
North Carolina
$6.38K – – –
GEA
114
Glen Eagle Advisors
New Jersey
$2.15K -$399 -7 -16%
FHA
115
First Horizon Advisors
Tennessee
$78 – – –
UBS Group
116
UBS Group
Switzerland
– -$993K -17,800 Closed
KW
117
KWB Wealth
California
– -$290K -5,454 Closed
WLIM
118
White Lighthouse Investment Management
Massachusetts
– -$291K -5,218 Closed
WAM
119
WNY Asset Management
New York
– -$280K -5,014 Closed
ZIM
120
Zacks Investment Management
Illinois
– -$250K -4,481 Closed
KWM
121
Kingsview Wealth Management
Oregon
– -$218K -3,902 Closed
AAS
122
Avantax Advisory Services
Texas
– -$201K -3,603 Closed
BFWM
123
Bright Futures Wealth Management
New York
– -$200K -3,558 Closed
TRCT
124
Tower Research Capital (TRC)
New York
– -$179K -3,215 Closed
PW
125
Paladin Wealth
Minnesota
– -$63.1K -1,131 Closed
1 2 3 4
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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.