State Street SPDR S&P 500 ESG ETF
EFIV
113 hedge funds and large institutions have $398M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 13 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 30
1% less funds holding
Funds holding: 114 → 113 (-1)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
2.06% less ownership
Funds ownership: 27.02% → 24.96% (-2.1%)
15% less capital invested
Capital invested by funds: $467M → $398M (-$69.2M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Tompkins Financial
Ithaca,
New York
|
+$12.6M |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$6.41M |
| 3 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$6.14M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.93M |
| 5 |
Goldman Sachs
New York
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$60.7M |
| 2 |
Two Sigma Investments
New York
|
-$7.82M |
| 3 |
SSIM
Sheets Smith Investment Management
Houston,
Texas
|
-$6.43M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.11M |
| 5 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$2.63M |
EFIV Hedge Fund Activity: Q1 2025 in Review
113 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q1 2025, worth a combined $398M — down 15% from $467M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of EFIV and 12 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 47 added.
The largest buyer was Tompkins Financial, adding an estimated $12.6M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $60.7M.
- 113 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q1 2025, down from 114 in Q4 2024.
- Funds reported $398M of State Street SPDR S&P 500 ESG ETF stock for Q1 2025, down 15% quarter-over-quarter.
- 12 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q1 2025 and 13 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q1 2025 was Tompkins Financial, an estimated $12.6M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q1 2025 was Provida Pension Fund Administrator, an estimated $60.7M sold.
Based on aggregated 13F filings for Q1 2025.