EFIV icon

SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

30 hedge funds and large institutions have $75.5M invested in 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.

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

1
BOI
1
Bank of Italy
Italy
$34.9M
2
MWM
2
Merriman Wealth Management
Washington
$5.02M
3
BEC
3
Blue Edge Capital
Virginia
$3.04M
4
PI
4
PFS Investments
Georgia
$3.04M
5
RJA
5
Raymond James & Associates
Florida
$3.64M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$411K
2
KFGK
2
Keystone Financial Group (Kentucky)
Kentucky
$677K
3
RCS
3
Retirement Capital Strategies
California
$1.86M
Name Market Value Shares Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$34.9M 771,136 +771,136 New
LPL Financial
2
LPL Financial
California
$6.86M 151,482 +778 +0.5%
MWM
3
Merriman Wealth Management
Washington
$5.02M 110,927 +110,927 New
FHA
4
Flagship Harbor Advisors
Massachusetts
$3.83M 84,487 +43,502 +106%
RJA
5
Raymond James & Associates
Florida
$3.64M 80,335 +44,513 +124%
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$3.38M 74,612 +14,678 +24%
BEC
7
Blue Edge Capital
Virginia
$3.04M 67,151 +67,151 New
PI
8
PFS Investments
Georgia
$3.04M 67,036 +67,036 New
Jane Street
9
Jane Street
New York
$2.64M 58,223 +40,327 +225%
RCS
10
Retirement Capital Strategies
California
$1.86M 41,129 -53 -0.1%
Citadel Advisors
11
Citadel Advisors
Florida
$1.07M 23,572 +13,705 +139%
BWM
12
BerganKDV Wealth Management
Minnesota
$785K 17,324 +3,335 +24%
SAS
13
Sage Advisory Services
Texas
$733K 16,181 +16,181 New
KFGK
14
Keystone Financial Group (Kentucky)
Kentucky
$677K 14,940 -226 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$633K 13,966 +13,263 +1,887%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$551K 12,170 +12,170 New
Goldman Sachs
17
Goldman Sachs
New York
$411K 9,073 -27,433 -75%
TRCT
18
Tower Research Capital (TRC)
New York
$402K 8,876 +239 +3%
NYLIM
19
New York Life Investment Management
New York
$375K 8,287 +8,287 New
OA
20
Operose Advisors
Wisconsin
$360K 7,940 +7,940 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$303K 6,689 +6,689 New
RJT
22
Raymond James Trust
Florida
$301K 6,653 +6,653 New
BAM
23
Brave Asset Management
New Jersey
$292K 6,449 +734 +13%
SI
24
Stephens Inc
Arkansas
$213K 4,700 +4,700 New
Bank of America
25
Bank of America
North Carolina
$93K 2,048 +521 +34%
1
2