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SPDR S&P 500 ESG ETF

82 hedge funds and large institutions have $205M invested in SPDR S&P 500 ESG ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
12
Increased
32
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OA
51
Operose Advisors
Wisconsin
$378K +$1.43K +31 +0.4%
WAM
52
WNY Asset Management
New York
$376K +$376K +8,136 New
DJSG
53
D.J. St. Germain
Massachusetts
$349K
OPS
54
Orion Portfolio Solutions
Nebraska
$345K -$44.4K -963 -11%
BCI
55
Brinker Capital Investments
Pennsylvania
$345K -$44.4K -963 -11%
Goldman Sachs
56
Goldman Sachs
New York
$332K +$332K +7,190 New
KW
57
KWB Wealth
California
$312K -$64.2K -1,389 -17%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$310K +$310K +6,720 New
RJT
59
Raymond James Trust
Florida
$307K
MFGM
60
Marshall Financial Group (Maryland)
Maryland
$283K -$66.7K -1,444 -19%
DWM
61
Denver Wealth Management
Colorado
$280K +$1.85K +40 +0.7%
Morgan Stanley
62
Morgan Stanley
New York
$274K +$137K +2,962 +100%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$266K +$39.7K +861 +18%
SWA
64
SOA Wealth Advisors
New York
$254K +$254K +5,502 New
Citadel Advisors
65
Citadel Advisors
Florida
$240K -$209K -4,525 -47%
BAM
66
Brave Asset Management
New Jersey
$225K
NA
67
NewEdge Advisors
Louisiana
$198K +$148K +3,210 +298%
AF
68
Allworth Financial
California
$147K +$508 +11 +0.3%
WFA
69
Wells Financial Advisors
Massachusetts
$117K
TRCT
70
Tower Research Capital (TRC)
New York
$116K -$106K -2,290 -48%
HBT
71
Hills Bank & Trust
Iowa
$109K +$109K +2,366 New
NP
72
NorthRock Partners
Minnesota
$95.1K +$95.1K +2,059 New
ACA
73
Aptus Capital Advisors
Alabama
$48.1K +$785 +17 +2%
GWANC
74
Guardian Wealth Advisors (North Carolina)
North Carolina
$48.1K +$785 +17 +2%
AF
75
Advisornet Financial
Minnesota
$28.4K +$28.4K +615 New