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SPDR S&P 500 ESG ETF

78 hedge funds and large institutions have $150M invested in SPDR S&P 500 ESG ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 4 closing their positions.

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
33
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$1.01M +$40.5K +977 +4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$865K -$208K -5,023 -19%
SAS
28
Sage Advisory Services
Texas
$858K -$38.4K -925 -4%
HighTower Advisors
29
HighTower Advisors
Illinois
$807K +$31.9K +770 +4%
RIS
30
Retirement Income Solutions
Michigan
$739K +$34.7K +836 +5%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$732K -$24K -579 -3%
VC
32
Veracity Capital
Georgia
$662K +$41 +1 +0%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$649K -$27.6K -665 -4%
Bank of America
34
Bank of America
North Carolina
$611K +$30.3K +731 +5%
Two Sigma Investments
35
Two Sigma Investments
New York
$597K +$597K +14,400 New
FFN
36
Focus Financial Network
Minnesota
$597K +$2.45K +59 +0.4%
ZIG
37
Zurich Insurance Group
Switzerland
$509K -$196K -4,664 -28%
FPCP
38
Fort Point Capital Partners
California
$506K +$23.2K +560 +5%
OFG
39
OmniStar Financial Group
North Carolina
$502K -$83 -2 -0%
WSWA
40
Warren Street Wealth Advisors
California
$491K -$41 -1 -0%
KWM
41
Kingsview Wealth Management
Oregon
$458K -$74.2K -1,788 -14%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$443K +$367K +8,851 +484%
RWRC
43
R.W. Roge & Company
New York
$405K -$5.91K -148 -1%
Citadel Advisors
44
Citadel Advisors
Florida
$403K +$403K +9,714 New
JSW
45
Journey Strategic Wealth
New Jersey
$388K +$17.7K +426 +5%
MA
46
Mutual Advisors
Nebraska
$369K +$369K +8,888 New
SPP
47
Single Point Partners
Massachusetts
$363K +$539 +13 +0.1%
Wells Fargo
48
Wells Fargo
California
$360K -$23.2K -559 -6%
KW
49
KWB Wealth
California
$351K
OPS
50
Orion Portfolio Solutions
Nebraska
$351K +$351K +8,448 New