State Street SPDR S&P 500 ESG ETF
EFIV
132 hedge funds and large institutions have $365M invested in State Street SPDR S&P 500 ESG ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 30 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
117% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 30
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
9% more funds holding
Funds holding: 121 → 132 (+11)
8.15% more ownership
Funds ownership: 30.34% → 38.5% (+8.2%)
5% more capital invested
Capital invested by funds: $348M → $365M (+$17.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$14.3M |
| 2 |
AF
Affiance Financial
St. Louis Park,
Minnesota
|
+$2.95M |
| 3 |
MIA
MainStreet Investment Advisors
Chicago,
Illinois
|
+$2.48M |
| 4 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$2.48M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GH
GAM Holding
Zurich,
Switzerland
|
-$5M |
| 2 |
SWA
SOA Wealth Advisors
New York
|
-$2.13M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.85M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$928K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$704K |
EFIV Hedge Fund Activity: Q1 2026 in Review
132 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q1 2026, worth a combined $365M — up 4.9% from $348M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EFIV positions and 7 closed out — a net gain of 12 holders — while 65 added to existing stakes and 30 trimmed.
The largest buyer was Allworth Financial, adding an estimated $14.3M. The largest seller was GAM Holding, cutting an estimated $5M.
- 132 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q1 2026, up from 121 in Q4 2025.
- Funds reported $365M of State Street SPDR S&P 500 ESG ETF stock for Q1 2026, up 4.9% quarter-over-quarter.
- 19 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q1 2026 and 7 closed out, a net change of +12 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q1 2026 was Allworth Financial, an estimated $14.3M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q1 2026 was GAM Holding, an estimated $5M sold.
Based on aggregated 13F filings for Q1 2026.