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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

75 hedge funds and large institutions have $148M invested in SPDR S&P 500 ESG ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
29
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$7.46M
2
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$14.6M
3
PI
3
PineBridge Investments
New York
$2.87M
4
OCM
4
One Capital Management
California
$2.46M
5
AI
5
Atria Investments
North Carolina
$2.01M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$22M
2
LPL Financial
2
LPL Financial
California
$7.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
OFG
4
OmniStar Financial Group
North Carolina
$518K
5
GI
5
Gradient Investments
Minnesota
$3.06M
Name Market Value Shares Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$33.2M 771,136 – –
IWC
2
Integrated Wealth Concepts
Massachusetts
$22M 510,474 -319,979 -39%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$14.6M 340,159 +161,061 +90%
RCS
4
Retirement Capital Strategies
California
$7.46M 173,230 +173,230 New
LPL Financial
5
LPL Financial
California
$7.4M 171,963 -65,173 -27%
KOC
6
Koss-Olinger Consulting
Florida
$5.46M 126,849 – –
Principal Financial Group
7
Principal Financial Group
Iowa
$4.55M 105,793 +22,660 +27%
PI
8
PFS Investments
Georgia
$4.51M 104,686 -1,421 -1%
Financial Engines Advisors
9
Financial Engines Advisors
California
$3.09M 71,752 +9,428 +15%
GI
10
Gradient Investments
Minnesota
$3.06M 70,968 -6,522 -8%
PI
11
PineBridge Investments
New York
$2.87M 66,662 +66,662 New
BEC
12
Blue Edge Capital
Virginia
$2.6M 60,431 -1,719 -3%
OCM
13
One Capital Management
California
$2.46M 57,032 +57,032 New
Corient Private Wealth
14
Corient Private Wealth
Florida
$2.18M 50,731 – –
FHA
15
Flagship Harbor Advisors
Massachusetts
$2.04M 47,310 -968 -2%
AI
16
Atria Investments
North Carolina
$2.01M 46,795 +46,795 New
NYLIM
17
New York Life Investment Management
New York
$1.63M 37,949 +37,949 New
ACM
18
Armbruster Capital Management
New York
$1.54M 35,775 +1,125 +3%
Jane Street
19
Jane Street
New York
$1.54M 35,764 +20,873 +140%
RJA
20
Raymond James & Associates
Florida
$1.48M 34,309 +731 +2%
BWM
21
BerganKDV Wealth Management
Minnesota
$1.43M 33,174 +13,572 +69%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.2M 27,771 +1,853 +7%
PAG
23
Private Advisor Group
New Jersey
$1.14M 26,466 +5,757 +28%
UFA
24
US Financial Advisors
Massachusetts
$1.13M 26,143 -3,406 -12%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.11M 25,861 +25,861 New
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