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State Street SPDR S&P 500 ESG ETF

113 hedge funds and large institutions have $331M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

4.23% more ownership

Funds ownership: 24.96%29.18% (+4.2%)

0% more funds holding

Funds holding: 113113 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

17% less capital invested

Capital invested by funds: $398M → $331M (-$66.3M)

Holders
113
Holders Change
Holders Change %
0%
% 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
15
Increased
50
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPFA
1
Provida Pension Fund Administrator
Chile
$52.4M -$73.9M -1,364,440 -60%
BOI
2
Bank of Italy
Italy
$45.1M
KOC
3
Koss-Olinger Consulting
Florida
$24.2M -$2.86M -52,738 -11%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$22.2M +$66.6K +1,230 +0.3%
LPL Financial
5
LPL Financial
California
$18.6M -$2.12M -39,213 -11%
TF
6
Tompkins Financial
New York
$15.4M +$1.75M +32,236 +14%
Principal Financial Group
7
Principal Financial Group
Iowa
$12.5M -$656K -12,111 -5%
SWA
8
SOA Wealth Advisors
New York
$11.3M +$2.04M +37,692 +24%
LWP
9
Laurel Wealth Planning
Minnesota
$10.4M -$1.1M -20,248 -10%
RCS
10
Retirement Capital Strategies
California
$10.3M -$1.76M -32,402 -16%
PAG
11
Private Advisor Group
New Jersey
$8.89M +$89K +1,642 +1%
Two Sigma Investments
12
Two Sigma Investments
New York
$7.62M +$4.09M +75,500 +138%
BEC
13
Blue Edge Capital
Virginia
$5.68M -$120K -2,209 -2%
SI
14
Seeds Investor
New York
$5.48M +$579K +10,677 +13%
IWC
15
Integrated Wealth Concepts
Massachusetts
$5.29M +$93.7K +1,730 +2%
Financial Engines Advisors
16
Financial Engines Advisors
California
$5.08M -$440K -8,124 -9%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3.27M +$1.93M +35,657 +176%
GI
18
Gradient Investments
Minnesota
$3.22M -$610K -11,253 -17%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.77M +$55.4K +1,022 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.71M +$2.49M +46,021 +20,824%
Raymond James Financial
21
Raymond James Financial
Florida
$2.61M +$2.44K +45 +0.1%
Bank of America
22
Bank of America
North Carolina
$2.56M -$4.59M -84,724 -66%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.15M -$357K -6,587 -15%
EH
24
Equitable Holdings
New York
$2.14M +$25.8K +477 +1%
OCM
25
One Capital Management
California
$1.95M -$792K -14,625 -31%

EFIV Hedge Fund Activity: Q2 2025 in Review

113 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q2 2025, worth a combined $331M — down 17% from $398M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EFIV positions and 12 closed out — a net gain of 3 holders — while 50 added to existing stakes and 32 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $4.09M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $73.9M.

  • 113 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $331M of State Street SPDR S&P 500 ESG ETF stock for Q2 2025, down 17% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q2 2025 and 12 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P 500 ESG ETF buyer in Q2 2025 was Two Sigma Investments, an estimated $4.09M added.
  • The largest State Street SPDR S&P 500 ESG ETF seller in Q2 2025 was Provida Pension Fund Administrator, an estimated $73.9M sold.

Based on aggregated 13F filings for Q2 2025.