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SPDR S&P 500 ESG ETF

63 hedge funds and large institutions have $127M invested in SPDR S&P 500 ESG ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
23
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$633K +$21.1K +536 +3%
Bank of America
27
Bank of America
North Carolina
$614K -$1.81K -46 -0.3%
VC
28
Veracity Capital
Georgia
$613K +$118K +2,985 +24%
Jane Street
29
Jane Street
New York
$587K +$587K +14,891 New
RIS
30
Retirement Income Solutions
Michigan
$571K -$12.5K -318 -2%
HighTower Advisors
31
HighTower Advisors
Illinois
$560K -$130K -3,308 -19%
FFN
32
Focus Financial Network
Minnesota
$551K +$551K +13,965 New
KWM
33
Kingsview Wealth Management
Oregon
$533K -$316K -8,018 -37%
WSWA
34
Warren Street Wealth Advisors
California
$463K +$1.54K +39 +0.3%
FPCP
35
Fort Point Capital Partners
California
$443K +$62.9K +1,596 +17%
RWRC
36
R.W. Roge & Company
New York
$425K +$425K +10,794 New
Wells Fargo
37
Wells Fargo
California
$389K
JSW
38
Journey Strategic Wealth
New Jersey
$346K +$58.9K +1,495 +21%
SPP
39
Single Point Partners
Massachusetts
$339K +$592 +15 +0.2%
CW
40
CreativeOne Wealth
Kansas
$325K -$105K -2,655 -24%
OA
41
Operose Advisors
Wisconsin
$319K +$1.3K +33 +0.4%
KW
42
KWB Wealth
California
$307K
TRCT
43
Tower Research Capital (TRC)
New York
$294K +$106K +2,692 +56%
RJT
44
Raymond James Trust
Florida
$262K
Citadel Advisors
45
Citadel Advisors
Florida
$242K -$63.2K -1,602 -21%
MFGM
46
Marshall Financial Group (Maryland)
Maryland
$241K +$241K +6,121 New
DWM
47
Denver Wealth Management
Colorado
$232K +$12.7K +322 +6%
EH
48
Equitable Holdings
New York
$222K +$222K +5,628 New
BAM
49
Brave Asset Management
New Jersey
$202K +$202K +5,113 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$191K +$4.93K +125 +3%