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State Street SPDR S&P 500 ESG ETF
EFIV

30 hedge funds and large institutions have $75.5M invested in State Street SPDR S&P 500 ESG ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more capital invested

Capital invested by funds: $17.7M → $75.5M (+$57.8M)

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

100% more funds holding

Funds holding: 15 → 30 (+15)

11.34% more ownership

Funds ownership: 5.45% → 16.79% (+11%)

Holders
30
Holders Change
+15
Holders Change %
+100%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
11
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BOI
Bank of Italy
Italy
+$33.7M
2
MWM
Merriman Wealth Management
Washington
+$4.84M
3
BEC
Blue Edge Capital
Virginia
+$2.93M
4
PI
PFS Investments
Georgia
+$2.93M
5
RJA
Raymond James & Associates
Florida
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.2M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$9.86K
3
RCS
Retirement Capital Strategies
California
-$2.31K

EFIV Hedge Fund Activity: Q4 2021 in Review

30 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q4 2021, worth a combined $75.5M — up 327% from $17.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EFIV positions and 0 closed out — a net gain of 15 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Bank of Italy, opening a new position worth an estimated $33.7M. The largest seller was Goldman Sachs, cutting an estimated $1.2M.

  • 30 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q4 2021, up from 15 in Q3 2021.
  • Funds reported $75.5M of State Street SPDR S&P 500 ESG ETF stock for Q4 2021, up 327% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q4 2021 and 0 closed out, a net change of +15 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q4 2021 was Bank of Italy, an estimated $33.7M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q4 2021 was Goldman Sachs, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2021.