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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

112 hedge funds and large institutions have $397M invested in SPDR S&P 500 ESG ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
12
Increased
46
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
Tompkins Financial
New York
+$12M
2
FFA
Farther Finance Advisors
California
+$6.13M
3
KOC
Koss-Olinger Consulting
Florida
+$5.85M
4
Bank of America
Bank of America
North Carolina
+$3.75M
5
Goldman Sachs
Goldman Sachs
New York
+$2.54M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$57.8M
2
Two Sigma Investments
Two Sigma Investments
New York
-$7.45M
3
SSIM
Sheets Smith Investment Management
Texas
-$6.43M
4
PAG
Private Advisor Group
New Jersey
-$4.87M
5
SSWM
Sheets Smith Wealth Management
North Carolina
-$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPFA
1
Provida Pension Fund Administrator
Chile
$121M -$57.8M -1,080,728 -32%
BOI
2
Bank of Italy
Italy
$41.3M – – –
KOC
3
Koss-Olinger Consulting
Florida
$25M +$5.85M +109,350 +31%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$20.3M -$91.6K -1,712 -0.5%
LPL Financial
5
LPL Financial
California
$19.1M -$75K -1,401 -0.4%
FNWM
6
Financial Network Wealth Management
Utah
$13.1M +$1.51M +28,307 +13%
TF
7
Tompkins Financial
New York
$12.4M +$12M +224,394 +3,143%
Principal Financial Group
8
Principal Financial Group
Iowa
$12M +$910 +17 +0%
RCS
9
Retirement Capital Strategies
California
$11.1M -$224K -4,184 -2%
LWP
10
Laurel Wealth Planning
Minnesota
$10.6M -$807K -15,076 -7%
SWA
11
SOA Wealth Advisors
New York
$8.32M +$961K +17,969 +13%
PAG
12
Private Advisor Group
New Jersey
$8.04M -$4.87M -90,948 -38%
Bank of America
13
Bank of America
North Carolina
$6.87M +$3.75M +70,034 +120%
FFA
14
Farther Finance Advisors
California
$6.13M +$6.13M +114,158 New
BEC
15
Blue Edge Capital
Virginia
$5.31M -$71K -1,327 -1%
Financial Engines Advisors
16
Financial Engines Advisors
California
$5.08M +$141K +2,627 +3%
IWC
17
Integrated Wealth Concepts
Massachusetts
$4.75M -$803 -15 -0%
SI
18
Seeds Investor
New York
$4.43M +$998K +18,662 +29%
GI
19
Gradient Investments
Minnesota
$3.54M -$177K -3,313 -5%
Goldman Sachs
20
Goldman Sachs
New York
$3.01M +$2.54M +47,425 +538%
Two Sigma Investments
21
Two Sigma Investments
New York
$2.93M -$7.45M -139,200 -72%
OCM
22
One Capital Management
California
$2.56M -$68.3K -1,276 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.47M -$178K -3,326 -7%
Raymond James Financial
24
Raymond James Financial
Florida
$2.38M +$628K +11,744 +36%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.31M -$185K -3,462 -7%
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