We are live on ! Find out more
EFIV icon

State Street SPDR S&P 500 ESG ETF

115 hedge funds and large institutions have $356M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $331M → $356M (+$24.2M)

2% more funds holding

Funds holding: 113115 (+2)

1.16% more ownership

Funds ownership: 29.18%30.34% (+1.2%)

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.51%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
47
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Armbruster Capital Management
New York
$2.02M -$18.3K -300 -0.9%
GCG
27
Gilbert Capital Group
Maine
$1.97M -$28K -459 -1%
Wells Fargo
28
Wells Fargo
California
$1.78M +$289K +4,741 +20%
B
29
Birchbrook
Maine
$1.7M +$85.5K +1,402 +6%
SI
30
Seeds Investor
New York
$1.68M -$4.09M -67,068 -72%
Morgan Stanley
31
Morgan Stanley
New York
$1.66M +$1.34M +21,895 +511%
SAI
32
Savvy Advisors Inc
New York
$1.66M +$389K +6,374 +32%
RPSA
33
Richard P. Slaughter Associates
Texas
$1.64M -$271K -4,451 -15%
Citadel Advisors
34
Citadel Advisors
Florida
$1.62M +$1.56M +25,525 New
LFG
35
Larson Financial Group
Missouri
$1.58M +$12.1K +199 +0.8%
SWP
36
Stratos Wealth Partners
Ohio
$1.54M -$4.09K -67 -0.3%
FFA
37
Farther Finance Advisors
California
$1.37M +$77.4K +1,269 +6%
PIA
38
Perennial Investment Advisors
California
$1.37M +$52.5K +861 +4%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.31M -$206K -3,379 -14%
RWRC
40
R.W. Roge & Company
New York
$1.31M +$252K +4,140 +25%
OCM
41
One Capital Management
California
$1.25M -$833K -13,659 -41%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.23M +$153K +2,502 +15%
CAL
43
Capital Analysts LLC
Pennsylvania
$1.21M -$24.5K -402 -2%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.16M +$613K +10,051 +122%
JSAM
45
J. Safra Asset Management
New York
$1.07M +$1.34K +22 +0.1%
CT
46
Coastline Trust
Rhode Island
$1.06M -$11.5K -188 -1%
MIH
47
Meitav Investment House
Israel
$998K +$35.4K +581 +4%
HNB
48
Huntington National Bank
Ohio
$959K
Corient Private Wealth
49
Corient Private Wealth
Florida
$888K
RIS
50
Retirement Income Solutions
Michigan
$880K -$46.8K -767 -5%