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State Street SPDR S&P 500 ESG ETF

111 hedge funds and large institutions have $322M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
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

Top Buyers

1 +$1.67M
2 +$1.62M
3 +$1.39M
4
EH
Equitable Holdings
New York
+$1.37M
5
Goldman Sachs
Goldman Sachs
New York
+$788K
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
51
Sage Advisory Services
Texas
$762K
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$752K
CAG
53
Crestwood Advisors Group
Massachusetts
$729K
SWA
54
Sax Wealth Advisors
New Jersey
$689K
VWM
55
Verus Wealth Management
Wisconsin
$579K
WSWA
56
Warren Street Wealth Advisors
California
$576K
EIG
57
Ellenbecker Investment Group
Wisconsin
$570K
OFG
58
Opulen Financial Group
Virginia
$550K
BBHC
59
Brown Brothers Harriman & Co
New York
$540K
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$537K
OA
61
Operose Advisors
Wisconsin
$532K
SPP
62
Single Point Partners
Massachusetts
$522K
DJSG
63
D.J. St. Germain
Massachusetts
$480K
FRA
64
Front Row Advisors
California
$469K
PSCM
65
Per Stirling Capital Management
Texas
$433K
DWM
66
Denver Wealth Management
Colorado
$424K
HF
67
HRT Financial
New York
$391K
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$386K
HBT
69
Hills Bank & Trust
Iowa
$384K
HAS
70
HBW Advisory Services
California
$383K
VW
71
Veridan Wealth
Oregon
$376K
MFGM
72
Marshall Financial Group (Maryland)
Maryland
$367K
CSP
73
Cary Street Partners
Virginia
$357K
CW
74
CreativeOne Wealth
Kansas
$351K
ZF
75
Zhang Financial
Michigan
$349K