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State Street SPDR S&P 500 ESG ETF
EFIV

114 hedge funds and large institutions have $467M invested in State Street SPDR S&P 500 ESG ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

92% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

15% more capital invested

Capital invested by funds: $406M → $467M (+$61M)

7% more funds holding

Funds holding: 107 → 114 (+7)

1.41% more ownership

Funds ownership: 25.6% → 27.02% (+1.4%)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.5%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
46
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$53.2M
2
LPL Financial
LPL Financial
California
+$4.37M
3
Two Sigma Investments
Two Sigma Investments
New York
+$4.12M
4
Principal Financial Group
Principal Financial Group
Iowa
+$2.61M
5
SWA
SOA Wealth Advisors
New York
+$2.16M

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$27M
2
UBS Group
UBS Group
Switzerland
-$993K
3
US Bancorp
US Bancorp
Minnesota
-$373K
4
OCM
One Capital Management
California
-$317K
5
WLIM
White Lighthouse Investment Management
Massachusetts
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPFA
1
Provida Pension Fund Administrator
Chile
$189M +$53.2M +932,795 +39%
BOI
2
Bank of Italy
Italy
$43.6M – – –
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$21.5M +$9.81K +172 +0%
LPL Financial
4
LPL Financial
California
$20.2M +$4.37M +76,634 +27%
KOC
5
Koss-Olinger Consulting
Florida
$20.2M +$147K +2,580 +0.7%
PAG
6
Private Advisor Group
New Jersey
$13.6M +$332K +5,815 +2%
Principal Financial Group
7
Principal Financial Group
Iowa
$12.7M +$2.61M +45,801 +26%
FNWM
8
Financial Network Wealth Management
Utah
$12.2M +$1.34M +23,455 +12%
LWP
9
Laurel Wealth Planning
Minnesota
$12M -$148K -2,588 -1%
RCS
10
Retirement Capital Strategies
California
$12M -$27M -473,038 -69%
Two Sigma Investments
11
Two Sigma Investments
New York
$11M +$4.12M +72,300 +59%
SWA
12
SOA Wealth Advisors
New York
$7.76M +$2.16M +37,880 +38%
SSIM
13
Sheets Smith Investment Management
Texas
$6.43M +$6.49M +113,774 New
BEC
14
Blue Edge Capital
Virginia
$5.68M +$289K +5,063 +5%
Financial Engines Advisors
15
Financial Engines Advisors
California
$5.21M -$203K -3,567 -4%
IWC
16
Integrated Wealth Concepts
Massachusetts
$5.01M -$62.5K -1,096 -1%
GI
17
Gradient Investments
Minnesota
$3.93M +$3.88K +68 +0.1%
SI
18
Seeds Investor
New York
$3.63M +$331K +5,802 +10%
Bank of America
19
Bank of America
North Carolina
$3.3M +$1.32M +23,114 +66%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.8M +$948K +16,622 +50%
OCM
21
One Capital Management
California
$2.78M -$317K -5,551 -10%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.64M +$21.3K +373 +0.8%
SSWM
23
Sheets Smith Wealth Management
North Carolina
$2.63M +$262K +4,593 +11%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$2.23M +$1.21M +21,203 +116%
FSA
25
Financial Services Advisory
Maryland
$1.94M +$63.5K +1,114 +3%
1
2 3 4 5

EFIV Hedge Fund Activity: Q4 2024 in Review

114 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q4 2024, worth a combined $467M — up 15% from $406M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EFIV positions and 10 closed out — a net gain of 11 holders — while 46 added to existing stakes and 24 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $53.2M. The largest seller was Retirement Capital Strategies, cutting an estimated $27M.

  • 114 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q4 2024, up from 107 in Q3 2024.
  • Funds reported $467M of State Street SPDR S&P 500 ESG ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 21 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q4 2024 and 10 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q4 2024 was Provida Pension Fund Administrator, an estimated $53.2M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q4 2024 was Retirement Capital Strategies, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2024.