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State Street SPDR S&P 500 ESG ETF
EFIV

5 hedge funds and large institutions have $682K invested in State Street SPDR S&P 500 ESG ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 0% → 1.37% (+1.4%)

Holders
5
Holders Change
+5
Holders Change %
–
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$419K
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$234K
3
BWM
BerganKDV Wealth Management
Minnesota
+$23.6K
4
OIA
Optimum Investment Advisors
Illinois
+$3.16K
5
UBS Group
UBS Group
Switzerland
+$2.59K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$419K +$419K +13,263 New
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$233K +$234K +7,400 New
BWM
3
BerganKDV Wealth Management
Minnesota
$24K +$23.6K +747 New
UBS Group
4
UBS Group
Switzerland
$3K +$2.59K +82 New
OIA
5
Optimum Investment Advisors
Illinois
$3K +$3.16K +100 New

EFIV Hedge Fund Activity: Q3 2020 in Review

5 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q3 2020, worth a combined $682K.

Buyers outnumbered sellers: 5 funds opened new EFIV positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $419K.

  • 5 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q3 2020, up from 0 in Q2 2020.
  • Funds reported $682K of State Street SPDR S&P 500 ESG ETF stock for Q3 2020.
  • 5 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q3 2020 and 0 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q3 2020 was Citadel Advisors, an estimated $419K added.

Based on aggregated 13F filings for Q3 2020.