Who Owns State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX)?Hedge Fund & Institutional Holders

$49.77-0.56 (-1.11%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.245233403160002e+177T

% of Float Held

—

QoQ Change in Holders

+14 / -4

Price History

$38.59$42.65$46.70$50.76$54.82Sep 24Jun 25Mar 26

EFAX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Windmill Hill Asset Management LtdNew Position+228K+$11.5M
BAILARD, INC.New Position+198K+$10.0M
Cerity Partners LLCNew Position+121K+$6.0M
Composition Wealth, LLCNew Position+102K+$5.2M
Values Added Financial LLCNew Position+62K+$3.1M
Betterment LLCIncreased+29K+$3.1M
SB Capital Management IncNew Position+31K+$1.6M
PROFFITT & GOODSON INCNew Position+21K+$1.0M
Whipplewood Advisors, LLCNew Position+20K+$1.0M
AGF MANAGEMENT LTDNew Position+25K+$1.0M
Bond & Devick Financial Network, Inc.New Position+11K+$565K
Stonehearth Capital Management, LLCNew Position+9K+$444K
Boyd Wealth Management, LLCNew Position+8K+$419K
McIlrath & Eck, LLCNew Position+7K+$365K
Key FInancial IncNew Position+7K+$364K

EFAX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Arax Advisory PartnersClosed Position-887K-$39.0B
TIFF ADVISORY SERVICES, LLCDecreased-112K-$7.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-27K-$7.1B
SEI INVESTMENTS CODecreased-6K-$6.4B
XPONANCE LLCDecreased-11K-$2.5B
UBS Group AGDecreased-26-$2.3B
Beacon Pointe Advisors, LLCDecreased-36K-$2.1B
Baird Financial Group, Inc.Closed Position-15K-$750.6M
RETIREMENT INCOME SOLUTIONS, INCDecreased-252-$531.0M
PNC FINANCIAL SERVICES GROUP, INC.Decreased-585-$430.4M
Insight Advisors, LLC/ PADecreased-251-$379.7M
FOSTER DYKEMA CABOT & PARTNERS, LLCDecreased-588-$309.8M
Clarion Wealth Managment Partners, LLCDecreased-203-$298.0M
Diversified Enterprises, LLCClosed Position-5K-$230.3M
Consolidated Portfolio Review CorpClosed Position-4K-$204.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Betterment LLC1,435,553$72.5M0.14%Share
2Gemmer Asset Management LLC661,907$33.4M2.57%Share
3FLPUTNAM INVESTMENT MANAGEMENT CO318,662$16.0M0.23%Share
4Windmill Hill Asset Management Ltd227,939$11.5M2.69%Share
5Leith Wheeler Investment Counsel Ltd.219,527$11.1M0.83%Share
6BANK OF AMERICA CORP /DE/224,213$11.0M0.00%Share
7BAILARD, INC.197,825$10.0M0.22%Share
8Rockefeller Capital Management L.P.166,155$8.0M0.01%Share
9LPL Financial LLC119,804$6.0M0.00%Share
10Cerity Partners LLC120,644$6.0M0.01%Share
11SEI INVESTMENTS CO123,389$6.0M0.01%Share
12Composition Wealth, LLC102,473$5.2M0.07%Share
13SUSQUEHANNA INTERNATIONAL GROUP, LLP116,694$5.0M0.00%Share
14Values Added Financial LLC61,757$3.1M1.32%Share
15CITADEL ADVISORS LLC72,213$3.0M0.00%Share
16ROYAL BANK OF CANADA68,837$3.0M0.00%Share
17NEPC LLC53,260$2.7M0.06%Share
18UBS Group AG47,500$2.4M0.00%Share
19XPONANCE LLC40,172$2.0M0.02%Share
20Mariner, LLC59,223$2.0M0.00%Share
21HARBOUR INVESTMENTS, INC.35,674$1.8M0.04%Share
22TIFF ADVISORY SERVICES, LLC32,520$1.6M0.28%Share
23SB Capital Management Inc31,053$1.6M0.57%Share
24MARQUETTE ASSOCIATES, INC.22,731$1.1M1.47%Share
25PROFFITT & GOODSON INC20,565$1.0M0.14%Share
26CAMELOT TECHNOLOGY ADVISORS, INC.19,957$1.0M0.75%Share
27Whipplewood Advisors, LLC19,870$1.0M0.64%Share
28Equitable Holdings, Inc.21,729$1.0M0.01%Share
29AGF MANAGEMENT LTD25,135$1.0M0.00%Share
30BANK OF AMERICA CORP /DE/32,669$1.0M0.00%Share
31BRADLEY FOSTER & SARGENT INC/CT22,131$1.0M0.01%Share
32OXFORD FINANCIAL GROUP, LTD. LLC19,542$986K0.05%Share
33Bond & Devick Financial Network, Inc.11,215$565K0.16%Share
34RETIREMENT INCOME SOLUTIONS, INC10,525$531K0.09%Share
35Bridgewater Advisors Inc.9,374$486K0.03%Share
36Operose Advisors LLC9,443$476K0.11%Share
37Hobbs Group Advisors, LLC8,829$445K0.13%Share
38Stonehearth Capital Management, LLC8,808$444K0.16%Share
39Boyd Wealth Management, LLC8,309$419K0.18%Share
40Insight Advisors, LLC/ PA7,456$376K0.06%Share
41McIlrath & Eck, LLC7,251$365K0.03%Share
42Key FInancial Inc7,214$364K0.07%Share
43eCIO, Inc.7,035$355K0.17%Share
44Aufman Associates Inc6,967$351K0.18%Share
45AMERICAN FINANCIAL & TAX STRATEGIES INC6,932$349K0.17%Share
46SCS Capital Management LLC6,785$342K0.00%Share
47SteelPeak Wealth, LLC6,524$329K0.01%Share
48Clarion Wealth Managment Partners, LLC5,845$294K0.27%Share
49FOSTER DYKEMA CABOT & PARTNERS, LLC5,699$287K0.02%Share
50COLTON GROOME FINANCIAL ADVISORS, LLC5,090$256K0.07%Share

EFAX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202587$242.7M+30
Q3 202557$167.2B-18
Q2 202575$121.1B-6
Q1 202581$116.2B+16
Q4 202465$8.4T+7
Q3 202458$51.3T-1
Q2 202459$53.2T+9
Q1 202450$46.5T—

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As of Q4 2025, 50 institutional investors hold EFAX (State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF). The largest holder is Betterment LLC with $72.5M in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own EFAX?

As of Q4 2025, 50 institutional investors report holding EFAX (State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF) in their 13F filings.

Who is the largest institutional holder of EFAX?

The largest institutional holder of EFAX is Betterment LLC with $72.5M in shares.

Is institutional ownership of EFAX increasing or decreasing?

This quarter, 14 institutions opened new positions in EFAX and 4 closed their positions.