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SPDR S&P 500 ESG ETF

107 hedge funds and large institutions have $406M invested in SPDR S&P 500 ESG ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
45
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.48M -$32.7K -587 -2%
Mariner
27
Mariner
Kansas
$1.45M -$12.9K -231 -0.9%
SWP
28
Stratos Wealth Partners
Ohio
$1.44M +$279 +5 +0%
UFA
29
US Financial Advisors
Massachusetts
$1.34M -$273K -4,900 -17%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.32M +$466K +8,356 +54%
FFN
31
Focus Financial Network
Minnesota
$1.13M +$1.67K +30 +0.1%
CAL
32
Capital Analysts LLC
Pennsylvania
$1.12M -$1.95K -35 -0.2%
SWA
33
Sax Wealth Advisors
New Jersey
$1.09M +$215K +3,862 +25%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.02M -$55.4K -994 -5%
Wells Fargo
35
Wells Fargo
California
$1.01M +$78.8K +1,414 +8%
UBS Group
36
UBS Group
Switzerland
$993K -$65.5K -1,174 -6%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$933K +$8.7K +156 +0.9%
RJA
38
Raymond James & Associates
Florida
$932K -$7.19K -129 -0.8%
VC
39
Veracity Capital
Georgia
$854K +$279 +5 +0%
Corient Private Wealth
40
Corient Private Wealth
Florida
$778K +$6.08K +109 +0.8%
RIS
41
Retirement Income Solutions
Michigan
$760K
Prudential Financial
42
Prudential Financial
New Jersey
$753K
FPCP
43
Fort Point Capital Partners
California
$702K +$18.5K +331 +3%
RWRC
44
R.W. Roge & Company
New York
$677K +$2K +36 +0.3%
CT
45
Coastline Trust
Rhode Island
$671K +$671K +12,037 New
WSWA
46
Warren Street Wealth Advisors
California
$638K -$27.2K -488 -4%
TC
47
TownSquare Capital
Utah
$638K +$638K +11,434 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$599K +$40.4K +725 +7%
DWM
49
Denver Wealth Management
Colorado
$565K +$5.58K +100 +1%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$555K +$20.1K +360 +4%