We are live on ! Find out more
EFIV icon

State Street SPDR S&P 500 ESG ETF
EFIV

107 hedge funds and large institutions have $406M invested in State Street SPDR S&P 500 ESG ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

71% more capital invested

Capital invested by funds: $238M → $406M (+$168M)

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

6.73% more ownership

Funds ownership: 18.88% → 25.6% (+6.7%)

3% more funds holding

Funds holding: 104 → 107 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
45
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$130M
2
PAG
Private Advisor Group
New Jersey
+$9.88M
3
Two Sigma Investments
Two Sigma Investments
New York
+$6.55M
4
LPL Financial
LPL Financial
California
+$3.68M
5
Principal Financial Group
Principal Financial Group
Iowa
+$1.38M

Top Sellers

1
FSA
Financial Services Advisory
Maryland
-$969K
2
RCS
Retirement Capital Strategies
California
-$684K
3
Citadel Advisors
Citadel Advisors
Florida
-$578K
4
ACM
Armbruster Capital Management
New York
-$415K
5
LWP
Laurel Wealth Planning
Minnesota
-$378K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPFA
1
Provida Pension Fund Administrator
Chile
$134M +$130M +2,407,945 New
BOI
2
Bank of Italy
Italy
$43M – – –
RCS
3
Retirement Capital Strategies
California
$38.2M -$684K -12,696 -2%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$21.2M -$6.63K -123 -0%
KOC
5
Koss-Olinger Consulting
Florida
$19.8M +$155K +2,880 +0.8%
LPL Financial
6
LPL Financial
California
$15.7M +$3.68M +68,336 +32%
PAG
7
Private Advisor Group
New Jersey
$13.1M +$9.88M +183,283 +352%
LWP
8
Laurel Wealth Planning
Minnesota
$12M -$378K -7,006 -3%
FNWM
9
Financial Network Wealth Management
Utah
$10.8M +$857K +15,891 +9%
Principal Financial Group
10
Principal Financial Group
Iowa
$10M +$1.38M +25,524 +17%
Two Sigma Investments
11
Two Sigma Investments
New York
$6.78M +$6.55M +121,600 New
SWA
12
SOA Wealth Advisors
New York
$5.55M +$491K +9,101 +10%
Financial Engines Advisors
13
Financial Engines Advisors
California
$5.35M -$260K -4,823 -5%
BEC
14
Blue Edge Capital
Virginia
$5.32M -$58.4K -1,084 -1%
IWC
15
Integrated Wealth Concepts
Massachusetts
$5.01M +$226K +4,201 +5%
GI
16
Gradient Investments
Minnesota
$3.87M -$58.2K -1,080 -2%
SI
17
Seeds Investor
New York
$3.26M +$59.2K +1,099 +2%
OCM
18
One Capital Management
California
$3.05M -$39K -724 -1%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.58M +$331K +6,148 +15%
SSWM
20
Sheets Smith Wealth Management
North Carolina
$2.34M -$346K -6,416 -13%
Bank of America
21
Bank of America
North Carolina
$1.96M -$1.67K -31 -0.1%
FSA
22
Financial Services Advisory
Maryland
$1.86M -$969K -17,977 -35%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.84M -$68.9K -1,279 -4%
ACM
24
Armbruster Capital Management
New York
$1.77M -$415K -7,700 -20%
EH
25
Equitable Holdings
New York
$1.56M +$69K +1,281 +5%
1
2 3 4 5

EFIV Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q3 2024, worth a combined $406M — up 71% from $238M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EFIV positions and 5 closed out — a net gain of 5 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Provida Pension Fund Administrator, opening a new position worth an estimated $130M. The largest seller was Financial Services Advisory, cutting an estimated $969K.

  • 107 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q3 2024, up from 104 in Q2 2024.
  • Funds reported $406M of State Street SPDR S&P 500 ESG ETF stock for Q3 2024, up 71% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q3 2024 and 5 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q3 2024 was Provida Pension Fund Administrator, an estimated $130M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q3 2024 was Financial Services Advisory, an estimated $969K sold.

Based on aggregated 13F filings for Q3 2024.