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SPDR S&P 500 ESG ETF

104 hedge funds and large institutions have $238M invested in SPDR S&P 500 ESG ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
19
Increased
41
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPP
51
Single Point Partners
Massachusetts
$434K -$32.3K -608 -7%
WAM
52
WNY Asset Management
New York
$432K
CC
53
Chicago Capital
Illinois
$428K +$211K +3,977 +97%
CW
54
CreativeOne Wealth
Kansas
$427K -$8.87K -167 -2%
SAS
55
Sage Advisory Services
Texas
$410K -$70.1K -1,321 -15%
DJSG
56
D.J. St. Germain
Massachusetts
$401K
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$383K -$31.6K -595 -8%
US Bancorp
58
US Bancorp
Minnesota
$379K +$379K +7,137 New
MFGM
59
Marshall Financial Group (Maryland)
Maryland
$348K
VW
60
Veridan Wealth
Oregon
$346K +$346K +5,913 New
KW
61
KWB Wealth
California
$341K
JSW
62
Journey Strategic Wealth
New Jersey
$320K -$478 -9 -0.1%
JSAM
63
J. Safra Asset Management
New York
$319K +$319K +6,010 New
MFA
64
McClarren Financial Advisors
Pennsylvania
$285K +$285K +53 New
BAM
65
Brave Asset Management
New Jersey
$281K +$23K +434 +9%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$281K +$28.3K +534 +11%
PIA
67
Perennial Investment Advisors
California
$276K +$276K +5,198 New
ZF
68
Zhang Financial
Michigan
$252K +$10.6K +200 +4%
ZIM
69
Zacks Investment Management
Illinois
$238K +$22.1K +417 +10%
PSCM
70
Per Stirling Capital Management
Texas
$237K -$68K -1,281 -22%
RJT
71
Raymond James Trust
Florida
$236K -$118K -2,217 -33%
KWM
72
Kingsview Wealth Management
Oregon
$234K -$60.4K -1,138 -21%
FAFN
73
First Affirmative Financial Network
Colorado
$232K +$232K +4,370 New
Jane Street
74
Jane Street
New York
$230K -$1.61M -30,293 -87%
SPC
75
Sigma Planning Corp
Michigan
$220K +$220K +4,144 New