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State Street SPDR S&P 500 ESG ETF
EFIV

37 hedge funds and large institutions have $101M invested in State Street SPDR S&P 500 ESG ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

9% more funds holding

Funds holding: 34 → 37 (+3)

0.56% more ownership

Funds ownership: 22.49% → 23.05% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less capital invested

Capital invested by funds: $116M → $101M (-$15.7M)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
16
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$3.4M
2
GG
Gofen & Glossberg
Illinois
+$1.96M
3
LPL Financial
LPL Financial
California
+$1.16M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$1.05M
5
KWM
Kingsview Wealth Management
Oregon
+$475K

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$2.96M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$812K
3
Goldman Sachs
Goldman Sachs
New York
-$776K
4
RIS
Retirement Income Solutions
Michigan
-$640K
5
RJA
Raymond James & Associates
Florida
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
BOI
1
Bank of Italy
Italy
$27.9M – – –
IWC
2
Integrated Wealth Concepts
Massachusetts
$26.4M +$1.05M +26,635 +4%
LPL Financial
3
LPL Financial
California
$13.7M +$1.16M +29,632 +8%
PI
4
PFS Investments
Georgia
$5.26M -$103K -2,620 -2%
FHA
5
Flagship Harbor Advisors
Massachusetts
$3.98M +$231K +5,891 +6%
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$3.91M +$3.4M +86,571 +405%
RJA
7
Raymond James & Associates
Florida
$2.83M -$407K -10,360 -12%
BEC
8
Blue Edge Capital
Virginia
$2.52M +$29.5K +753 +1%
GG
9
Gofen & Glossberg
Illinois
$1.81M +$1.96M +50,000 New
SAS
10
Sage Advisory Services
Texas
$1.06M -$119K -3,025 -9%
Osaic Holdings
11
Osaic Holdings
Arizona
$993K +$288K +7,342 +37%
Financial Engines Advisors
12
Financial Engines Advisors
California
$926K +$127K +3,236 +14%
ACM
13
Armbruster Capital Management
New York
$867K -$31.4K -800 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$661K -$812K -20,690 -53%
BWM
15
BerganKDV Wealth Management
Minnesota
$651K +$2K +51 +0.3%
Citadel Advisors
16
Citadel Advisors
Florida
$621K -$208K -5,297 -24%
KFGK
17
Keystone Financial Group (Kentucky)
Kentucky
$522K -$6.99K -178 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$520K +$11.8K +301 +2%
NYLIM
19
New York Life Investment Management
New York
$500K -$124K -3,171 -19%
Principal Financial Group
20
Principal Financial Group
Iowa
$489K – – –
KWM
21
Kingsview Wealth Management
Oregon
$439K +$475K +12,108 New
PAG
22
Private Advisor Group
New Jersey
$422K +$252K +6,422 +123%
WSWA
23
Warren Street Wealth Advisors
California
$407K +$24.4K +623 +6%
SWP
24
Stratos Wealth Partners
Ohio
$370K +$183K +4,656 +84%
Goldman Sachs
25
Goldman Sachs
New York
$349K -$776K -19,780 -67%
1
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EFIV Hedge Fund Activity: Q2 2022 in Review

37 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q2 2022, worth a combined $101M — down 14% from $116M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EFIV positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Baltimore-Washington Financial Advisors, adding an estimated $3.4M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $2.96M sold.

  • 37 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q2 2022, up from 34 in Q1 2022.
  • Funds reported $101M of State Street SPDR S&P 500 ESG ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q2 2022 and 3 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q2 2022 was Baltimore-Washington Financial Advisors, an estimated $3.4M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q2 2022 was Retirement Capital Strategies, an estimated $2.96M sold.

Based on aggregated 13F filings for Q2 2022.