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SPDR S&P 500 ESG ETF
EFIV

Overview Fund Activity

111 hedge funds and large institutions have $277M invested in SPDR S&P 500 ESG ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
49
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$7.62M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.71M
3
SWA
SOA Wealth Advisors
New York
$11.3M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.27M
5
TF
Tompkins Financial
New York
$15.4M

Top Sellers

1
FFA
Farther Finance Advisors
California
$1.19M
2
Bank of America
Bank of America
North Carolina
$2.56M
3
KOC
Koss-Olinger Consulting
Florida
$24.2M
4
LPL Financial
LPL Financial
California
$18.6M
5
RCS
Retirement Capital Strategies
California
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$45.2M – – –
KOC
2
Koss-Olinger Consulting
Florida
$24.2M -$3.09M -52,738 -11%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$22.2M +$72K +1,230 +0.3%
LPL Financial
4
LPL Financial
California
$18.6M -$2.3M -39,213 -11%
TF
5
Tompkins Financial
New York
$15.4M +$1.89M +32,236 +14%
Principal Financial Group
6
Principal Financial Group
Iowa
$12.5M -$709K -12,111 -5%
SWA
7
SOA Wealth Advisors
New York
$11.3M +$2.21M +37,692 +24%
LWP
8
Laurel Wealth Planning
Minnesota
$10.4M -$1.19M -20,248 -10%
RCS
9
Retirement Capital Strategies
California
$10.3M -$1.9M -32,402 -16%
PAG
10
Private Advisor Group
New Jersey
$8.89M +$96.1K +1,642 +1%
Two Sigma Investments
11
Two Sigma Investments
New York
$7.62M +$4.42M +75,500 +138%
BEC
12
Blue Edge Capital
Virginia
$5.68M -$129K -2,209 -2%
SI
13
Seeds Investor
New York
$5.48M +$625K +10,677 +13%
IWC
14
Integrated Wealth Concepts
Massachusetts
$5.29M +$101K +1,730 +2%
Financial Engines Advisors
15
Financial Engines Advisors
California
$5.08M -$476K -8,124 -9%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.27M +$2.09M +35,657 +176%
GI
17
Gradient Investments
Minnesota
$3.22M -$659K -11,253 -17%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.77M +$59.8K +1,022 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.71M +$2.69M +46,021 +20,824%
Raymond James Financial
20
Raymond James Financial
Florida
$2.61M +$2.64K +45 +0.1%
Bank of America
21
Bank of America
North Carolina
$2.56M -$4.96M -84,724 -66%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.15M -$386K -6,587 -15%
EH
23
Equitable Holdings
New York
$2.14M +$27.9K +477 +1%
OCM
24
One Capital Management
California
$1.95M -$856K -14,625 -31%
ACM
25
Armbruster Capital Management
New York
$1.88M +$17.6K +300 +0.9%
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