State Street SPDR S&P 500 ESG ETF
EFIV
115 hedge funds and large institutions have $356M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 9 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 35
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
7% more capital invested
Capital invested by funds: $331M → $356M (+$24.2M)
2% more funds holding
Funds holding: 113 → 115 (+2)
1.16% more ownership
Funds ownership: 29.18% → 30.34% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Tompkins Financial
Ithaca,
New York
|
+$1.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.56M |
| 3 |
Morgan Stanley
New York
|
+$1.34M |
| 4 |
EH
Equitable Holdings
New York
|
+$1.31M |
| 5 |
Goldman Sachs
New York
|
+$756K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$24.3M |
| 2 |
Two Sigma Investments
New York
|
-$5.09M |
| 3 |
SI
Seeds Investor
New York
|
-$4.09M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$3.61M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.7M |
EFIV Hedge Fund Activity: Q3 2025 in Review
115 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q3 2025, worth a combined $356M — up 7.3% from $331M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EFIV positions and 9 closed out — a net gain of 3 holders — while 47 added to existing stakes and 35 trimmed.
The largest buyer was Tompkins Financial, adding an estimated $1.6M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $24.3M.
- 115 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q3 2025, up from 113 in Q2 2025.
- Funds reported $356M of State Street SPDR S&P 500 ESG ETF stock for Q3 2025, up 7.3% quarter-over-quarter.
- 12 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q3 2025 and 9 closed out, a net change of +3 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q3 2025 was Tompkins Financial, an estimated $1.6M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q3 2025 was Provida Pension Fund Administrator, an estimated $24.3M sold.
Based on aggregated 13F filings for Q3 2025.