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SPDR S&P 500 ESG ETF

75 hedge funds and large institutions have $148M invested in SPDR S&P 500 ESG ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
29
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
26
Mariner
Kansas
$1.06M +$151K +3,507 +17%
SWP
27
Stratos Wealth Partners
Ohio
$1.01M +$100K +2,326 +11%
SAS
28
Sage Advisory Services
Texas
$930K -$16.9K -392 -2%
HighTower Advisors
29
HighTower Advisors
Illinois
$806K +$193K +4,480 +32%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$785K +$25.5K +592 +3%
ZIG
31
Zurich Insurance Group
Switzerland
$734K -$60.4K -1,380 -8%
RIS
32
Retirement Income Solutions
Michigan
$730K +$107K +2,495 +17%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$702K +$10.8K +251 +2%
VC
34
Veracity Capital
Georgia
$687K +$17.8K +413 +3%
FFN
35
Focus Financial Network
Minnesota
$616K +$15.3K +355 +3%
Bank of America
36
Bank of America
North Carolina
$603K -$68K -1,579 -10%
KWM
37
Kingsview Wealth Management
Oregon
$553K -$29.1K -677 -5%
OFG
38
OmniStar Financial Group
North Carolina
$518K -$1.01M -23,435 -66%
WSWA
39
Warren Street Wealth Advisors
California
$509K +$3.01K +70 +0.6%
FPCP
40
Fort Point Capital Partners
California
$501K +$17.7K +411 +4%
RWRC
41
R.W. Roge & Company
New York
$443K -$21.5K -500 -5%
Wells Fargo
42
Wells Fargo
California
$397K -$27.2K -631 -6%
JSW
43
Journey Strategic Wealth
New Jersey
$384K +$6.2K +144 +2%
SPP
44
Single Point Partners
Massachusetts
$376K +$6.66K +155 +2%
KW
45
KWB Wealth
California
$351K -$10.5K -244 -3%
OA
46
Operose Advisors
Wisconsin
$350K +$1.29K +30 +0.4%
MFGM
47
Marshall Financial Group (Maryland)
Maryland
$328K +$64.6K +1,500 +25%
DJSG
48
D.J. St. Germain
Massachusetts
$325K +$325K +7,555 New
CW
49
CreativeOne Wealth
Kansas
$318K -$36.8K -856 -10%
RJT
50
Raymond James Trust
Florida
$286K