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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

104 hedge funds and large institutions have $238M invested in 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.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.51%
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
1
Retirement Capital Strategies
California
$37.1M
2
KOC
2
Koss-Olinger Consulting
Florida
$18.7M
3
SWA
3
SOA Wealth Advisors
New York
$4.8M
4
SSWM
4
Sheets Smith Wealth Management
North Carolina
$2.57M
5
UBS Group
5
UBS Group
Switzerland
$1.01M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$4.55M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$8.17M
3
PI
3
PineBridge Investments
New York
$203K
4
Jane Street
4
Jane Street
New York
$230K
5
ZIG
5
Zurich Insurance Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$40.9M 771,136 – –
RCS
2
Retirement Capital Strategies
California
$37.1M 697,951 +557,254 +396%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$20.2M 380,256 +6,412 +2%
KOC
4
Koss-Olinger Consulting
Florida
$18.7M 351,995 +351,995 New
LWP
5
Laurel Wealth Planning
Minnesota
$11.8M 222,197 -4,086 -2%
LPL Financial
6
LPL Financial
California
$11.3M 213,486 +1,422 +0.7%
FNWM
7
Financial Network Wealth Management
Utah
$9.41M 177,184 +11,369 +7%
Principal Financial Group
8
Principal Financial Group
Iowa
$8.17M 153,869 -50,193 -25%
Financial Engines Advisors
9
Financial Engines Advisors
California
$5.35M 100,685 +2,495 +3%
BEC
10
Blue Edge Capital
Virginia
$5.13M 96,561 +5,218 +6%
SWA
11
SOA Wealth Advisors
New York
$4.8M 90,489 +80,449 +801%
IWC
12
Integrated Wealth Concepts
Massachusetts
$4.55M 85,608 -380,191 -82%
GI
13
Gradient Investments
Minnesota
$3.75M 70,538 +664 +1%
SI
14
Seeds Investor
New York
$3.04M 57,282 +11,492 +25%
OCM
15
One Capital Management
California
$2.95M 55,465 -45 -0.1%
PAG
16
Private Advisor Group
New Jersey
$2.77M 52,082 -1,304 -2%
FSA
17
Financial Services Advisory
Maryland
$2.72M 51,250 +328 +0.6%
SSWM
18
Sheets Smith Wealth Management
North Carolina
$2.57M 48,307 +48,307 New
HighTower Advisors
19
HighTower Advisors
Illinois
$2.14M 40,191 +323 +0.8%
ACM
20
Armbruster Capital Management
New York
$2.09M 39,430 +50 +0.1%
Bank of America
21
Bank of America
North Carolina
$1.87M 35,257 +3,970 +13%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.82M 34,223 -2,553 -7%
UFA
23
US Financial Advisors
Massachusetts
$1.54M 28,950 -2,358 -8%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.44M 27,071 +55 +0.2%
EH
25
Equitable Holdings
New York
$1.42M 26,737 -1,007 -4%
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