EFIV icon

State Street SPDR S&P 500 ESG ETF

114 hedge funds and large institutions have $324M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.67M
2 +$1.62M
3 +$1.39M
4
EH
Equitable Holdings
New York
+$1.37M
5
Goldman Sachs
Goldman Sachs
New York
+$788K
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
101
Valley National Advisers
Pennsylvania
$119K
TCM
102
Tradewinds Capital Management
Washington
$99.6K
Fidelity Investments
103
Fidelity Investments
Massachusetts
$62.3K
MIA
104
Milestone Investment Advisors
Wisconsin
$52.1K
US Bancorp
105
US Bancorp
Minnesota
$42.7K
AF
106
Advisornet Financial
Minnesota
$39.9K
RF
107
Rossby Financial
Florida
$36.8K
HI
108
Harbour Investments
Wisconsin
$31.5K
CBT
109
Crews Bank & Trust
Florida
$22.3K
SS
110
SBI Securities
Japan
$16K
SL
111
Salomon & Ludwin
Virginia
$11.3K
HFS
112
Horizon Financial Services
North Carolina
$7.19K
CFO
113
Capitol Family Office
Oregon
$6.29K
GWM
114
Geneos Wealth Management
Colorado
$4.13K
GWSG
115
GPS Wealth Strategies Group
Colorado
$2.54K
PPFA
116
Provida Pension Fund Administrator
Chile
FPCP
117
Fort Point Capital Partners
California
TRCT
118
Tower Research Capital (TRC)
New York
CC
119
Chicago Capital
Illinois
FAFN
120
First Affirmative Financial Network
Colorado
SPC
121
Sigma Planning Corp
Michigan
MYIA
122
Mount Yale Investment Advisors
Colorado
GWANC
123
Guardian Wealth Advisors (North Carolina)
North Carolina
UBS Group
124
UBS Group
Switzerland
GEA
125
Glen Eagle Advisors
New Jersey