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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

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 33

5% more funds holding

Funds holding: 115121 (+6)

0.09% more ownership

Funds ownership: 30.34%30.43% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $356M → $349M (-$6.49M)

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
54
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Seeds Investor
New York
$2.06M +$302K +4,639 +18%
Wells Fargo
27
Wells Fargo
California
$1.95M +$98.1K +1,509 +5%
GCG
28
Gilbert Capital Group
Maine
$1.93M -$110K -1,695 -5%
B
29
Birchbrook
Maine
$1.89M +$127K +1,959 +7%
SAI
30
Savvy Advisors Inc
New York
$1.67M -$57.5K -884 -3%
Creative Planning
31
Creative Planning
Kansas
$1.67M +$1.64M +25,190 New
RPSA
32
Richard P. Slaughter Associates
Texas
$1.66M -$44K -677 -3%
NF
33
Napier Financial
Massachusetts
$1.65M +$1.62M +24,905 New
SWP
34
Stratos Wealth Partners
Ohio
$1.61M +$8.32K +128 +0.5%
HNB
35
Huntington National Bank
Ohio
$1.58M
PIA
36
Perennial Investment Advisors
California
$1.48M +$60K +922 +4%
MIH
37
Meitav Investment House
Israel
$1.43M +$374K +5,755 +37%
FFA
38
Farther Finance Advisors
California
$1.4M -$24.1K -371 -2%
RWRC
39
R.W. Roge & Company
New York
$1.37M +$2.21K +34 +0.2%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.3M -$99.2K -1,525 -7%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.3M +$14.4K +222 +1%
CAL
42
Capital Analysts LLC
Pennsylvania
$1.28M +$22.8K +351 +2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.2M -$13.3K -204 -1%
JSAM
44
J. Safra Asset Management
New York
$1.11M +$1.5K +23 +0.1%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$1.1M +$1.08M +16,624 New
OCM
46
One Capital Management
California
$1.02M -$276K -4,243 -22%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.01M +$869K +13,358 +686%
RIS
48
Retirement Income Solutions
Michigan
$1.01M +$93.8K +1,442 +10%
CT
49
Coastline Trust
Rhode Island
$1.01M -$92.3K -1,419 -9%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$986K -$1.46M -22,431 -60%