SPDR S&P 500 ESG ETF
EFIV • ARCA
SPDR S&P 500 ESG ETF is an exchange-traded fund on ARCA. As of Q3 2025, 113 institutional investors hold shares in this ETF, with total holdings valued at $323.1M. Bank of Italy is the largest holder with a position valued at $49.0M.
Overview
Overview of institutional ownership in EFIV as of Q3 2025
All Institutions
- Institutions
- 113
- Value Held
- $323.1M
- Shares Held
- 5.1M
- Avg Position
- $2.9M
- Median Position
- $570.2K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $4.6M
- Shares Held
- 72.3K
- Avg Position
- $2.3M
- Median Position
- $2.3M
Biggest Investors
Institutions with the largest positions in EFIV as of Q3 2025
| Institution | Position Value |
|---|---|
B Bank of Italy Institution | $49.0M 2.35% of portfolio |
F Financial Network Wealth Management LLC RIA/Wealth | $30.2M 11.02% of portfolio |
 Koss-Olinger Consulting, LLC RIA/Wealth | $26.3M 2.23% of portfolio |
$24.7M 1.06% of portfolio | |
L LPL Financial LLC Institution | $20.6M 0.01% of portfolio |
T TOMPKINS FINANCIAL CORP Institution | $18.4M 1.54% of portfolio |
S SOA Wealth Advisors, LLC. Institution | $12.6M 2.24% of portfolio |
 Laurel Wealth Planning LLC RIA/Wealth | $10.8M 5.77% of portfolio |
 RETIREMENT CAPITAL STRATEGIES RIA/Wealth | $10.7M 4.11% of portfolio |
 PRINCIPAL FINANCIAL GROUP INC Institution | $9.8M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for EFIV in Q3 2025
- Traded
- +$9.6M
- Buyers
- 60
- Sellers
- 42
- Total Bought
- +$29.8M
- Total Sold
- −$20.2M
- Avg Position
- $2.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
F Financial Network Wealth Management LLC RIA/Wealth | +$14.6M +229.3K shares |
T TOMPKINS FINANCIAL CORP Institution | +$1.7M +26.2K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.6M +25.5K shares |
 MORGAN STANLEY RIA/Wealth | +$1.4M +21.9K shares |
 Equitable Holdings, Inc. Institution | +$1.4M +21.5K shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | +$959.0K +15.1K shares |
 GOLDMAN SACHS GROUP INC Institution | +$788.4K +12.4K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$639.1K +10.1K shares |
+$587.7K +9.2K shares | |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$501.4K +7.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$5.3M −83.4K shares |
 SEEDS INVESTOR LLC Long Only Manager | −$4.3M −67.1K shares |
PRINCIPAL FINANCIAL GROUP INC Institution | −$3.8M −59.1K shares |
O One Capital Management, LLC RIA/Wealth | −$868.6K −13.7K shares |
 Fort Point Capital Partners, LLC Fund of Funds | −$738.7K −12.6K shares |
 SAX WEALTH ADVISORS, LLC RIA/Wealth | −$558.0K −8.8K shares |
T Tower Research Capital LLC Institution | −$556.9K −9.5K shares |
 Chicago Capital, LLC RIA/Wealth | −$472.3K −8.1K shares |
Laurel Wealth Planning LLC RIA/Wealth | −$472.2K −7.4K shares |
RETIREMENT CAPITAL STRATEGIES RIA/Wealth | −$463.5K −7.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited EFIV in Q3 2025
- New Positions
- 7
- New Value
- $1.7M
- Exited Positions
- 10
- Exited Value
- $2.4M
New Positions
| Institution | Position Value |
|---|---|
H HRT FINANCIAL LLC Institution | $391.7K 6.2K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $386.0K 6.1K shares |
 Advisory Alpha, LLC RIA/Wealth | $244.0K 3.8K shares |
 Venture Visionary Partners LLC RIA/Wealth | $231.7K 3.6K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | $218.8K 3.4K shares |
 SFG Wealth Management, LLC. RIA/Wealth | $214.4K 3.4K shares |
R Rossby Financial, LCC RIA/Wealth | $36.8K 576.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Fort Point Capital Partners, LLC Fund of Funds | $738.7K 12.6K shares |
T Tower Research Capital LLC Institution | $556.9K 9.5K shares |
Chicago Capital, LLC RIA/Wealth | $472.3K 8.1K shares |
 First Affirmative Financial Network RIA/Wealth | $255.9K 4.4K shares |
 Sigma Planning Corp RIA/Wealth | $235.9K 4.0K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | $64.9K 1.1K shares |
 NorthRock Partners, LLC RIA/Wealth | $61.0K 1.0K shares |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $49.8K 850.0 shares |
 UBS Group AG Institution | $7.4K 126.0 shares |
G Glen Eagle Advisors, LLC RIA/Wealth | $2.2K 38.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in EFIV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with EFIV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F Financial Network Wealth Management LLC RIA/Wealth | 11.02% $30.2M |
Laurel Wealth Planning LLC RIA/Wealth | 5.77% $10.8M |
RETIREMENT CAPITAL STRATEGIES RIA/Wealth | 4.11% $10.7M |
B Bank of Italy Institution | 2.35% $49.0M |
S SOA Wealth Advisors, LLC. Institution | 2.24% $12.6M |
Koss-Olinger Consulting, LLC RIA/Wealth | 2.23% $26.3M |
T TOMPKINS FINANCIAL CORP Institution | 1.54% $18.4M |
1.06% $24.7M | |
 Blue Edge Capital, LLC RIA/Wealth | 0.90% $6.4M |
B BIRCHBROOK, INC. RIA/Wealth | 0.88% $1.7M |
Hedge Fund Spotlight
Discover hedge funds investing in EFIV
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
Position in SPDR S&P 500 ESG ETF
- Market Value
- $3.0M
- Shares Held
- 46.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
