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SPDR S&P 500 ESG ETF

107 hedge funds and large institutions have $406M invested in SPDR S&P 500 ESG ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
45
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$520K +$19.7K +354 +4%
PIA
52
Perennial Investment Advisors
California
$483K +$193K +3,458 +67%
Creative Planning
53
Creative Planning
Kansas
$467K +$56 +1 +0%
JSAM
54
J. Safra Asset Management
New York
$464K +$130K +2,353 +39%
OA
55
Operose Advisors
Wisconsin
$461K +$1.39K +25 +0.3%
CW
56
CreativeOne Wealth
Kansas
$460K +$11.4K +204 +3%
SPP
57
Single Point Partners
Massachusetts
$456K +$390 +7 +0.1%
CC
58
Chicago Capital
Illinois
$450K
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$435K +$33.2K +596 +8%
DJSG
60
D.J. St. Germain
Massachusetts
$421K
SAS
61
Sage Advisory Services
Texas
$410K
US Bancorp
62
US Bancorp
Minnesota
$403K +$4.57K +82 +1%
FAFN
63
First Affirmative Financial Network
Colorado
$371K +$128K +2,290 +52%
MFGM
64
Marshall Financial Group (Maryland)
Maryland
$358K -$7.7K -138 -2%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$355K +$59.7K +1,070 +20%
BAM
66
Brave Asset Management
New Jersey
$295K
WLIM
67
White Lighthouse Investment Management
Massachusetts
$291K +$291K +5,218 New
KW
68
KWB Wealth
California
$290K -$68.1K -1,282 -19%
WAM
69
WNY Asset Management
New York
$280K -$174K -3,122 -38%
JSW
70
Journey Strategic Wealth
New Jersey
$278K -$57.4K -1,029 -17%
ZF
71
Zhang Financial
Michigan
$265K
ZIM
72
Zacks Investment Management
Illinois
$250K +$56 +1 +0%
RJT
73
Raymond James Trust
Florida
$247K
FRA
74
Front Row Advisors
California
$244K +$53K +950 +28%
PSCM
75
Per Stirling Capital Management
Texas
$239K -$10.3K -184 -4%