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SPDR S&P 500 ESG ETF

78 hedge funds and large institutions have $150M invested in SPDR S&P 500 ESG ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 4 closing their positions.

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
33
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$351K +$351K +8,448 New
OA
52
Operose Advisors
Wisconsin
$339K +$1.2K +29 +0.4%
MFGM
53
Marshall Financial Group (Maryland)
Maryland
$314K -$1.99K -48 -0.6%
DJSG
54
D.J. St. Germain
Massachusetts
$313K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$300K +$28.2K +679 +10%
RJT
56
Raymond James Trust
Florida
$276K
DWM
57
Denver Wealth Management
Colorado
$250K +$3.15K +76 +1%
UBS Group
58
UBS Group
Switzerland
$238K +$232K +5,585 +3,469%
Jane Street
59
Jane Street
New York
$206K -$1.28M -30,796 -86%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$203K +$4.64K +112 +2%
BAM
61
Brave Asset Management
New Jersey
$202K -$10.3K -248 -5%
TRCT
62
Tower Research Capital (TRC)
New York
$199K -$51.6K -1,243 -21%
AF
63
Allworth Financial
California
$132K +$15.6K +376 +13%
Morgan Stanley
64
Morgan Stanley
New York
$123K +$83.3K +2,008 +210%
WFA
65
Wells Financial Advisors
Massachusetts
$105K
NA
66
NewEdge Advisors
Louisiana
$44.7K +$41.3K +995 +1,213%
ACA
67
Aptus Capital Advisors
Alabama
$42.5K +$37.5K +903 +746%
GWANC
68
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.5K +$37.5K +903 +746%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$39K -$171K -4,063 -81%
IA
70
IFP Advisors
Florida
$32.3K
BFEC
71
Benjamin F. Edwards & Company
Missouri
$11K +$11K +254 New
TCM
72
Tradewinds Capital Management
Washington
$8.92K
PCM
73
Penserra Capital Management
California
$7K -$12.5K -302 -64%
FWM
74
Focused Wealth Management
New York
$6.97K
GWM
75
Geneos Wealth Management
Colorado
$5.19K -$42.9K -1,034 -89%