State Street SPDR S&P 500 ESG ETF
EFIV
123 hedge funds and large institutions have $353M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
64% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 33
7% more funds holding
Funds holding: 115 → 123 (+8)
0.44% more ownership
Funds ownership: 30.34% → 30.78% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less capital invested
Capital invested by funds: $356M → $353M (-$2.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GH
GAM Holding
Zurich,
Switzerland
|
+$9.85M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$1.64M |
| 3 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$1.08M |
| 4 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
+$877K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$869K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$31.6M |
| 2 |
Two Sigma Investments
New York
|
-$2.98M |
| 3 |
Goldman Sachs
New York
|
-$1.97M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.62M |
| 5 |
Morgan Stanley
New York
|
-$1.5M |
EFIV Hedge Fund Activity: Q4 2025 in Review
123 of the 8,286 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q4 2025, worth a combined $353M — down 0.71% from $356M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EFIV positions and 8 closed out — a net gain of 9 holders — while 54 added to existing stakes and 33 trimmed.
The largest buyer was GAM Holding, opening a new position worth an estimated $9.85M. The largest seller was Provida Pension Fund Administrator, exiting entirely with an estimated $31.6M sold.
- 123 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q4 2025, up from 115 in Q3 2025.
- Funds reported $353M of State Street SPDR S&P 500 ESG ETF stock for Q4 2025, down 0.71% quarter-over-quarter.
- 17 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q4 2025 and 8 closed out, a net change of +9 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q4 2025 was GAM Holding, an estimated $9.85M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q4 2025 was Provida Pension Fund Administrator, an estimated $31.6M sold.
Based on aggregated 13F filings for Q4 2025.