EFIV icon

SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

92 hedge funds and large institutions have $196M invested in SPDR S&P 500 ESG ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
41
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNWM
1
Financial Network Wealth Management
Utah
$8.32M
2
LPL Financial
2
LPL Financial
California
$10.7M
3
PAG
3
Private Advisor Group
New Jersey
$2.7M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$932K
5
SWA
5
Sax Wealth Advisors
New Jersey
$798K

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$7.12M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$698K
4
FHA
4
Flagship Harbor Advisors
Massachusetts
$0
5
Creative Planning
5
Creative Planning
Kansas
$631K
Name Market Value Shares Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$39.1M 771,136 – –
IWC
2
Integrated Wealth Concepts
Massachusetts
$23.6M 465,799 +11,475 +3%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$18.9M 373,844 +6,508 +2%
LWP
4
Laurel Wealth Planning
Minnesota
$11.5M 226,283 -1,827 -0.8%
LPL Financial
5
LPL Financial
California
$10.7M 212,064 +61,991 +41%
Principal Financial Group
6
Principal Financial Group
Iowa
$10.3M 204,062 – –
FNWM
7
Financial Network Wealth Management
Utah
$8.32M 165,815 +165,815 New
RCS
8
Retirement Capital Strategies
California
$7.12M 140,697 -569,819 -80%
Financial Engines Advisors
9
Financial Engines Advisors
California
$4.97M 98,190 +10,682 +12%
BEC
10
Blue Edge Capital
Virginia
$4.63M 91,343 +14,291 +19%
GI
11
Gradient Investments
Minnesota
$3.54M 69,874 +1,556 +2%
OCM
12
One Capital Management
California
$2.81M 55,510 -984 -2%
PAG
13
Private Advisor Group
New Jersey
$2.7M 53,386 +21,426 +67%
FSA
14
Financial Services Advisory
Maryland
$2.58M 50,922 +3 +0%
SI
15
Seeds Investor
New York
$2.32M 45,790 +3,737 +9%
PI
16
PineBridge Investments
New York
$2.21M 43,666 -9,671 -18%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.02M 39,868 +9,205 +30%
ACM
18
Armbruster Capital Management
New York
$1.99M 39,380 +3,430 +10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.86M 36,776 -3,353 -8%
Jane Street
20
Jane Street
New York
$1.75M 34,632 +14,353 +71%
UFA
21
US Financial Advisors
Massachusetts
$1.59M 31,308 +775 +3%
Bank of America
22
Bank of America
North Carolina
$1.58M 31,287 +2,426 +8%
EH
23
Equitable Holdings
New York
$1.4M 27,744 -2,153 -7%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.37M 27,016 +2,635 +11%
Mariner
25
Mariner
Kansas
$1.32M 25,983 +1,885 +8%
1
2 3 4