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SPDR S&P 500 ESG ETF

51 hedge funds and large institutions have $99.2M invested in SPDR S&P 500 ESG ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
51
Holders Change
+14
Holders Change %
+37.84%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
23
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$460K
RA
27
RFG Advisory
Alabama
$452K +$452K +12,323 New
ZIG
28
Zurich Insurance Group
Switzerland
$441K +$441K +12,900 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$404K +$404K +11,868 New
WSWA
30
Warren Street Wealth Advisors
California
$390K +$7.22K +212 +2%
CW
31
CreativeOne Wealth
Kansas
$381K +$381K +11,200 New
Goldman Sachs
32
Goldman Sachs
New York
$328K
Citadel Advisors
33
Citadel Advisors
Florida
$327K -$256K -7,531 -44%
FPCP
34
Fort Point Capital Partners
California
$326K +$63.3K +1,861 +24%
SPP
35
Single Point Partners
Massachusetts
$291K +$19.3K +567 +7%
OA
36
Operose Advisors
Wisconsin
$273K +$1.09K +32 +0.4%
RIS
37
Retirement Income Solutions
Michigan
$255K +$28.7K +829 +13%
KW
38
KWB Wealth
California
$248K +$248K +7,296 New
RJT
39
Raymond James Trust
Florida
$226K
Bank of America
40
Bank of America
North Carolina
$186K +$27.9K +818 +18%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$134K +$134K +3,937 New
IA
42
IFP Advisors
Florida
$85K +$85K +2,826 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$44K +$44K +1,294 New
Morgan Stanley
44
Morgan Stanley
New York
$41K +$41K +1,207 New
GWM
45
Geneos Wealth Management
Colorado
$39K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$21K -$590K -17,623 -97%
Wells Fargo
47
Wells Fargo
California
$17K +$17K +504 New
NFSG
48
Newbridge Financial Services Group
Florida
$13K
PI
49
PFS Investments
Georgia
$5.84K +$895 +26,285 +18%
GWSG
50
GPS Wealth Strategies Group
Colorado
$1K