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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

82 hedge funds and large institutions have $205M invested in SPDR S&P 500 ESG ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
12
Increased
32
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$32.8M
2
LWP
2
Laurel Wealth Planning
Minnesota
$10.5M
3
KOC
3
Koss-Olinger Consulting
Florida
$13.1M
4
FSA
4
Financial Services Advisory
Maryland
$2.35M
5
SI
5
Seeds Investor
New York
$1.94M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$21M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.85M
3
AI
3
Atria Investments
North Carolina
$0
4
NYLIM
4
New York Life Investment Management
New York
$0
5
RJA
5
Raymond James & Associates
Florida
$680K
Name Market Value Shares Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$35.6M 771,136 – –
RCS
2
Retirement Capital Strategies
California
$32.8M 710,516 +587,261 +476%
IWC
3
Integrated Wealth Concepts
Massachusetts
$21M 454,324 -66,929 -13%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$17M 367,336 +15,651 +4%
KOC
5
Koss-Olinger Consulting
Florida
$13.1M 282,843 +51,081 +22%
LWP
6
Laurel Wealth Planning
Minnesota
$10.5M 228,110 +228,110 New
Principal Financial Group
7
Principal Financial Group
Iowa
$9.43M 204,062 +20,613 +11%
LPL Financial
8
LPL Financial
California
$6.93M 150,073 -7,895 -5%
Financial Engines Advisors
9
Financial Engines Advisors
California
$4.04M 87,508 +9,857 +13%
BEC
10
Blue Edge Capital
Virginia
$3.56M 77,052 +15,896 +26%
GI
11
Gradient Investments
Minnesota
$3.16M 68,318 -1,499 -2%
OCM
12
One Capital Management
California
$2.61M 56,494 -3,728 -6%
PI
13
PineBridge Investments
New York
$2.46M 53,337 – –
FSA
14
Financial Services Advisory
Maryland
$2.35M 50,919 +50,919 New
Corient Private Wealth
15
Corient Private Wealth
Florida
$2.35M 50,778 +32 +0.1%
SI
16
Seeds Investor
New York
$1.94M 42,053 +42,053 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.85M 40,129 -55,344 -58%
FHA
18
Flagship Harbor Advisors
Massachusetts
$1.74M 37,641 +980 +3%
ACM
19
Armbruster Capital Management
New York
$1.66M 35,950 +200 +0.6%
PAG
20
Private Advisor Group
New Jersey
$1.48M 31,960 +1,436 +5%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.42M 30,663 +11,198 +58%
UFA
22
US Financial Advisors
Massachusetts
$1.41M 30,533 +2,363 +8%
EH
23
Equitable Holdings
New York
$1.38M 29,897 +5,218 +21%
Bank of America
24
Bank of America
North Carolina
$1.33M 28,861 +14,130 +96%
Creative Planning
25
Creative Planning
Kansas
$1.32M 28,484 -3,912 -12%
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