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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

7 hedge funds and large institutions have $2.57M invested in SPDR S&P 500 ESG ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$583K
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$523K
3
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$663K
4
LPL Financial
4
LPL Financial
California
$216K
5
Citadel Advisors
5
Citadel Advisors
Florida
$524K

Top Sellers

1
OIA
1
Optimum Investment Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$663K 19,033 +11,633 +157%
Jane Street
2
Jane Street
New York
$583K 16,720 +16,720 New
Citadel Advisors
3
Citadel Advisors
Florida
$524K 15,024 +1,761 +13%
FHA
4
Flagship Harbor Advisors
Massachusetts
$523K 14,999 +14,999 New
LPL Financial
5
LPL Financial
California
$216K 6,208 +6,208 New
UBS Group
6
UBS Group
Switzerland
$30K 874 +792 +966%
BWM
7
BerganKDV Wealth Management
Minnesota
$26K 747 – –
OIA
8
Optimum Investment Advisors
Illinois
– – -100 Closed
CFGS
9
Concourse Financial Group Securities
Alabama
– – – –