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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

114 hedge funds and large institutions have $467M invested in 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.

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.52%
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
1
Provida Pension Fund Administrator
Chile
$189M
2
SSIM
2
Sheets Smith Investment Management
Texas
$6.43M
3
LPL Financial
3
LPL Financial
California
$20.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$11M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$12.7M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$12M
2
UBS Group
2
UBS Group
Switzerland
$0
3
US Bancorp
3
US Bancorp
Minnesota
$38K
4
OCM
4
One Capital Management
California
$2.78M
5
WLIM
5
White Lighthouse Investment Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PPFA
1
Provida Pension Fund Administrator
Chile
$189M 3,340,740 +932,795 +39%
BOI
2
Bank of Italy
Italy
$43.6M 771,136 – –
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$21.5M 380,305 +172 +0%
LPL Financial
4
LPL Financial
California
$20.2M 358,456 +76,634 +27%
KOC
5
Koss-Olinger Consulting
Florida
$20.2M 357,455 +2,580 +0.7%
PAG
6
Private Advisor Group
New Jersey
$13.6M 241,180 +5,815 +2%
Principal Financial Group
7
Principal Financial Group
Iowa
$12.7M 225,194 +45,801 +26%
FNWM
8
Financial Network Wealth Management
Utah
$12.2M 216,530 +23,455 +12%
LWP
9
Laurel Wealth Planning
Minnesota
$12M 212,603 -2,588 -1%
RCS
10
Retirement Capital Strategies
California
$12M 212,217 -473,038 -69%
Two Sigma Investments
11
Two Sigma Investments
New York
$11M 193,900 +72,300 +59%
SWA
12
SOA Wealth Advisors
New York
$7.76M 137,470 +37,880 +38%
SSIM
13
Sheets Smith Investment Management
Texas
$6.43M 113,774 +113,774 New
BEC
14
Blue Edge Capital
Virginia
$5.68M 100,540 +5,063 +5%
Financial Engines Advisors
15
Financial Engines Advisors
California
$5.21M 92,295 -3,567 -4%
IWC
16
Integrated Wealth Concepts
Massachusetts
$5.01M 88,713 -1,096 -1%
GI
17
Gradient Investments
Minnesota
$3.93M 69,526 +68 +0.1%
SI
18
Seeds Investor
New York
$3.63M 64,183 +5,802 +10%
Bank of America
19
Bank of America
North Carolina
$3.3M 58,340 +23,114 +66%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.8M 49,566 +16,622 +50%
OCM
21
One Capital Management
California
$2.78M 49,190 -5,551 -10%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.64M 46,712 +373 +0.8%
SSWM
23
Sheets Smith Wealth Management
North Carolina
$2.63M 46,484 +4,593 +11%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$2.23M 39,541 +21,203 +116%
FSA
25
Financial Services Advisory
Maryland
$1.94M 34,387 +1,114 +3%
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