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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

107 hedge funds and large institutions have $406M invested in 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.

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.55%
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
1
Provida Pension Fund Administrator
Chile
$134M
2
PAG
2
Private Advisor Group
New Jersey
$13.1M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$6.78M
4
LPL Financial
4
LPL Financial
California
$15.7M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$10M

Top Sellers

1
FSA
1
Financial Services Advisory
Maryland
$1.86M
2
RCS
2
Retirement Capital Strategies
California
$38.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
ACM
4
Armbruster Capital Management
New York
$1.77M
5
LWP
5
Laurel Wealth Planning
Minnesota
$12M
Name Market Value Shares Shares
Change 		Shares
Change %
PPFA
1
Provida Pension Fund Administrator
Chile
$134M 2,407,945 +2,407,945 New
BOI
2
Bank of Italy
Italy
$43M 771,136 – –
RCS
3
Retirement Capital Strategies
California
$38.2M 685,255 -12,696 -2%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$21.2M 380,133 -123 -0%
KOC
5
Koss-Olinger Consulting
Florida
$19.8M 354,875 +2,880 +0.8%
LPL Financial
6
LPL Financial
California
$15.7M 281,822 +68,336 +32%
PAG
7
Private Advisor Group
New Jersey
$13.1M 235,365 +183,283 +352%
LWP
8
Laurel Wealth Planning
Minnesota
$12M 215,191 -7,006 -3%
FNWM
9
Financial Network Wealth Management
Utah
$10.8M 193,075 +15,891 +9%
Principal Financial Group
10
Principal Financial Group
Iowa
$10M 179,393 +25,524 +17%
Two Sigma Investments
11
Two Sigma Investments
New York
$6.78M 121,600 +121,600 New
SWA
12
SOA Wealth Advisors
New York
$5.55M 99,590 +9,101 +10%
Financial Engines Advisors
13
Financial Engines Advisors
California
$5.35M 95,862 -4,823 -5%
BEC
14
Blue Edge Capital
Virginia
$5.32M 95,477 -1,084 -1%
IWC
15
Integrated Wealth Concepts
Massachusetts
$5.01M 89,809 +4,201 +5%
GI
16
Gradient Investments
Minnesota
$3.87M 69,458 -1,080 -2%
SI
17
Seeds Investor
New York
$3.26M 58,381 +1,099 +2%
OCM
18
One Capital Management
California
$3.05M 54,741 -724 -1%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.59M 46,339 +6,148 +15%
SSWM
20
Sheets Smith Wealth Management
North Carolina
$2.34M 41,891 -6,416 -13%
Bank of America
21
Bank of America
North Carolina
$1.96M 35,226 -31 -0.1%
FSA
22
Financial Services Advisory
Maryland
$1.86M 33,273 -17,977 -35%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.84M 32,944 -1,279 -4%
ACM
24
Armbruster Capital Management
New York
$1.77M 31,730 -7,700 -20%
EH
25
Equitable Holdings
New York
$1.56M 28,018 +1,281 +5%
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