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State Street SPDR S&P 500 ESG ETF
EFIV

104 hedge funds and large institutions have $238M invested in State Street SPDR S&P 500 ESG ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

21% more capital invested

Capital invested by funds: $196M → $238M (+$41.5M)

13% more funds holding

Funds holding: 92 → 104 (+12)

2.18% more ownership

Funds ownership: 16.7% → 18.88% (+2.2%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
19
Increased
41
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
Retirement Capital Strategies
California
+$28.4M
2
KOC
Koss-Olinger Consulting
Florida
+$17.9M
3
SWA
SOA Wealth Advisors
New York
+$4.09M
4
SSWM
Sheets Smith Wealth Management
North Carolina
+$2.46M
5
UBS Group
UBS Group
Switzerland
+$965K

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$19.3M
2
Principal Financial Group
Principal Financial Group
Iowa
-$2.55M
3
PI
PineBridge Investments
New York
-$2.03M
4
Jane Street
Jane Street
New York
-$1.54M
5
ZIG
Zurich Insurance Group
Switzerland
-$628K
Name Holding Trade Value Shares
Change 		Change in
Stake
BOI
1
Bank of Italy
Italy
$40.9M – – –
RCS
2
Retirement Capital Strategies
California
$37.1M +$28.4M +557,254 +396%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$20.2M +$326K +6,412 +2%
KOC
4
Koss-Olinger Consulting
Florida
$18.7M +$17.9M +351,995 New
LWP
5
Laurel Wealth Planning
Minnesota
$11.8M -$208K -4,086 -2%
LPL Financial
6
LPL Financial
California
$11.3M +$72.4K +1,422 +0.7%
FNWM
7
Financial Network Wealth Management
Utah
$9.41M +$578K +11,369 +7%
Principal Financial Group
8
Principal Financial Group
Iowa
$8.17M -$2.55M -50,193 -25%
Financial Engines Advisors
9
Financial Engines Advisors
California
$5.35M +$127K +2,495 +3%
BEC
10
Blue Edge Capital
Virginia
$5.13M +$266K +5,218 +6%
SWA
11
SOA Wealth Advisors
New York
$4.8M +$4.09M +80,449 +801%
IWC
12
Integrated Wealth Concepts
Massachusetts
$4.55M -$19.3M -380,191 -82%
GI
13
Gradient Investments
Minnesota
$3.75M +$33.8K +664 +1%
SI
14
Seeds Investor
New York
$3.04M +$585K +11,492 +25%
OCM
15
One Capital Management
California
$2.95M -$2.29K -45 -0.1%
PAG
16
Private Advisor Group
New Jersey
$2.77M -$66.4K -1,304 -2%
FSA
17
Financial Services Advisory
Maryland
$2.72M +$16.7K +328 +0.6%
SSWM
18
Sheets Smith Wealth Management
North Carolina
$2.57M +$2.46M +48,307 New
HighTower Advisors
19
HighTower Advisors
Illinois
$2.14M +$16.4K +323 +0.8%
ACM
20
Armbruster Capital Management
New York
$2.09M +$2.54K +50 +0.1%
Bank of America
21
Bank of America
North Carolina
$1.87M +$202K +3,970 +13%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.82M -$130K -2,553 -7%
UFA
23
US Financial Advisors
Massachusetts
$1.54M -$120K -2,358 -8%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.44M +$2.8K +55 +0.2%
EH
25
Equitable Holdings
New York
$1.42M -$51.2K -1,007 -4%
1
2 3 4 5

EFIV Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q2 2024, worth a combined $238M — up 21% from $196M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EFIV positions and 6 closed out — a net gain of 13 holders — while 41 added to existing stakes and 28 trimmed.

The largest buyer was Retirement Capital Strategies, adding an estimated $28.4M. The largest seller was Integrated Wealth Concepts, cutting an estimated $19.3M.

  • 104 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $238M of State Street SPDR S&P 500 ESG ETF stock for Q2 2024, up 21% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q2 2024 and 6 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q2 2024 was Retirement Capital Strategies, an estimated $28.4M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q2 2024 was Integrated Wealth Concepts, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2024.