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State Street SPDR S&P 500 ESG ETF

131 hedge funds and large institutions have $361M 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, 64 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

113% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 30

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more funds holding

Funds holding: 121131 (+10)

7.56% more ownership

Funds ownership: 30.43%37.99% (+7.6%)

3% more capital invested

Capital invested by funds: $349M → $361M (+$11.3M)

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
1.61%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
19
Increased
64
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
26
MainStreet Investment Advisors
Illinois
$2.36M +$2.48M +37,479 New
MPWT
27
MassMutual Private Wealth & Trust
Connecticut
$2.36M +$2.48M +37,479 New
ACM
28
Armbruster Capital Management
New York
$2.25M +$251K +3,804 +12%
LFG
29
Larson Financial Group
Missouri
$2.21M +$140K +2,116 +6%
SI
30
Seeds Investor
New York
$2.11M +$19.2K +290 +0.9%
RL
31
Rogco LP
Oklahoma
$2.01M +$2.1M +31,794 New
HNB
32
Huntington National Bank
Ohio
$1.99M
PIA
33
Perennial Investment Advisors
California
$1.94M +$552K +8,344 +37%
Wells Fargo
34
Wells Fargo
California
$1.9M +$41K +620 +2%
RPSA
35
Richard P. Slaughter Associates
Texas
$1.79M +$211K +3,198 +13%
JSW
36
Journey Strategic Wealth
New Jersey
$1.75M +$1.83M +27,726 New
GCG
37
Gilbert Capital Group
Maine
$1.73M -$116K -1,761 -6%
SAI
38
Savvy Advisors Inc
New York
$1.61M +$19.4K +294 +1%
Creative Planning
39
Creative Planning
Kansas
$1.61M +$21.1K +319 +1%
SWP
40
Stratos Wealth Partners
Ohio
$1.59M +$52.7K +798 +3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.53M +$408K +6,170 +34%
NF
42
Napier Financial
Massachusetts
$1.47M -$105K -1,595 -6%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.43M +$731K +11,061 +95%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.35M +$108K +1,641 +8%
RWRC
45
R.W. Roge & Company
New York
$1.33M +$26.6K +402 +2%
CAL
46
Capital Analysts LLC
Pennsylvania
$1.31M +$95K +1,437 +7%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.3M +$887K +13,417 +172%
CAG
48
Crestwood Advisors Group
Massachusetts
$1.28M +$422K +6,384 +46%
FFA
49
Farther Finance Advisors
California
$1.27M -$80.7K -1,221 -6%
GKWIM
50
Gerber Kawasaki Wealth & Investment Management
California
$1.26M +$223K +3,376 +20%