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State Street SPDR S&P 500 ESG ETF

121 hedge funds and large institutions have $349M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Seeds Investor
New York
$2.06M
Wells Fargo
27
Wells Fargo
California
$1.95M
GCG
28
Gilbert Capital Group
Maine
$1.93M
B
29
Birchbrook
Maine
$1.89M
SAI
30
Savvy Advisors Inc
New York
$1.67M
Creative Planning
31
Creative Planning
Kansas
$1.67M
RPSA
32
Richard P. Slaughter Associates
Texas
$1.66M
NF
33
Napier Financial
Massachusetts
$1.65M
SWP
34
Stratos Wealth Partners
Ohio
$1.61M
HNB
35
Huntington National Bank
Ohio
$1.58M
PIA
36
Perennial Investment Advisors
California
$1.48M
MIH
37
Meitav Investment House
Israel
$1.43M
FFA
38
Farther Finance Advisors
California
$1.4M
RWRC
39
R.W. Roge & Company
New York
$1.37M
Osaic Holdings
40
Osaic Holdings
Arizona
$1.3M
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.3M
CAL
42
Capital Analysts LLC
Pennsylvania
$1.28M
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.2M
JSAM
44
J. Safra Asset Management
New York
$1.11M
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$1.1M
OCM
46
One Capital Management
California
$1.02M
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.01M
RIS
48
Retirement Income Solutions
Michigan
$1.01M
CT
49
Coastline Trust
Rhode Island
$1.01M
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$986K