State Street SPDR S&P 500 ESG ETF
EFIV
142 hedge funds and large institutions have $460M invested in State Street SPDR S&P 500 ESG ETF in 2026 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
44% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 41
24% more capital invested
Capital invested by funds: $370M → $460M (+$89.8M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
6% more funds holding
Funds holding: 134 → 142 (+8)
2.84% more ownership
Funds ownership: 39.04% → 41.87% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$20M |
| 2 |
TF
Tompkins Financial
Ithaca,
New York
|
+$8.74M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.71M |
| 4 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$1.35M |
| 5 |
BCM
Basso Capital Management
Stamford,
Connecticut
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.74M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.64M |
| 3 |
HF
HRT Financial
New York
|
-$1M |
| 4 |
EIG
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
-$543K |
| 5 |
OA
Operose Advisors
Milwaukee,
Wisconsin
|
-$530K |
EFIV Hedge Fund Activity: Q2 2026 in Review
142 of the 8,351 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 ESG ETF (EFIV) for Q2 2026, worth a combined $460M — up 24% from $370M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EFIV positions and 5 closed out — a net gain of 10 holders — while 59 added to existing stakes and 41 trimmed.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $20M. The largest seller was Private Advisor Group, cutting an estimated $1.74M.
- 142 institutional investors held State Street SPDR S&P 500 ESG ETF (EFIV) as of Q2 2026, up from 134 in Q1 2026.
- Funds reported $460M of State Street SPDR S&P 500 ESG ETF stock for Q2 2026, up 24% quarter-over-quarter.
- 15 funds opened new State Street SPDR S&P 500 ESG ETF positions in Q2 2026 and 5 closed out, a net change of +10 holders.
- The largest State Street SPDR S&P 500 ESG ETF buyer in Q2 2026 was Systelligence LLC, an estimated $20M added.
- The largest State Street SPDR S&P 500 ESG ETF seller in Q2 2026 was Private Advisor Group, an estimated $1.74M sold.
Based on aggregated 13F filings for Q2 2026.