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State Street SPDR S&P 500 ESG ETF

120 hedge funds and large institutions have $348M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
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
Wells Fargo
26
Wells Fargo
California
$1.95M
GCG
27
Gilbert Capital Group
Maine
$1.93M
B
28
Birchbrook
Maine
$1.89M
SAI
29
Savvy Advisors Inc
New York
$1.67M
Creative Planning
30
Creative Planning
Kansas
$1.67M
RPSA
31
Richard P. Slaughter Associates
Texas
$1.66M
NF
32
Napier Financial
Massachusetts
$1.65M
SWP
33
Stratos Wealth Partners
Ohio
$1.61M
HNB
34
Huntington National Bank
Ohio
$1.58M
PIA
35
Perennial Investment Advisors
California
$1.48M
MIH
36
Meitav Investment House
Israel
$1.43M
FFA
37
Farther Finance Advisors
California
$1.4M
RWRC
38
R.W. Roge & Company
New York
$1.37M
Osaic Holdings
39
Osaic Holdings
Arizona
$1.3M
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.3M
CAL
41
Capital Analysts LLC
Pennsylvania
$1.28M
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.2M
JSAM
43
J. Safra Asset Management
New York
$1.11M
GKWIM
44
Gerber Kawasaki Wealth & Investment Management
California
$1.1M
Corient Private Wealth
45
Corient Private Wealth
Florida
$1.05M
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