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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
MIA
101
Milestone Investment Advisors
Wisconsin
$47.9K +$108 +2 +0.2%
US Bancorp
102
US Bancorp
Minnesota
$39.3K
AF
103
Advisornet Financial
Minnesota
$36.7K +$54 +1 +0.2%
HI
104
Harbour Investments
Wisconsin
$29K
SS
105
SBI Securities
Japan
$24K +$10.1K +186 +83%
CBT
106
Crews Bank & Trust
Florida
$20.5K
SL
107
Salomon & Ludwin
Virginia
$10.3K
UBS Group
108
UBS Group
Switzerland
$7.38K -$359K -6,627 -98%
HFS
109
Horizon Financial Services
North Carolina
$6.62K
CFO
110
Capitol Family Office
Oregon
$5.8K
GWM
111
Geneos Wealth Management
Colorado
$3.81K -$71.8K -1,325 -95%
GEA
112
Glen Eagle Advisors
New Jersey
$2.23K
GWSG
113
GPS Wealth Strategies Group
Colorado
$1.76K +$1.63K +30 New
FSA
114
Financial Services Advisory
Maryland
-$1.7M -31,755 Closed
FFN
115
Focus Financial Network
Minnesota
-$1.18M -21,988 Closed
Jane Street
116
Jane Street
New York
-$1.15M -21,471 Closed
TC
117
TownSquare Capital
Utah
-$618K -11,559 Closed
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
-$495K -9,255 Closed
Citadel Advisors
119
Citadel Advisors
Florida
-$376K -7,025 Closed
PCIA
120
Prime Capital Investment Advisors
Kansas
-$343K -6,406 Closed
JSW
121
Journey Strategic Wealth
New Jersey
-$271K -5,068 Closed
SA
122
Sanctuary Advisors
Indiana
-$245K -4,575 Closed
NP
123
NorthRock Partners
Minnesota
-$55.7K -1,042 Closed
MFS
124
Mattson Financial Services
Michigan
-$35K -654 Closed
NEWAS
125
N.E.W. Advisory Services
Wisconsin
-$1.18K -22 Closed

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.