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State Street SPDR S&P 500 ESG ETF

113 hedge funds and large institutions have $331M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
51
Warren Street Wealth Advisors
California
$686K
Mariner
52
Mariner
Kansas
$625K
CAG
53
Crestwood Advisors Group
Massachusetts
$608K
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$572K
VWM
55
Verus Wealth Management
Wisconsin
$566K
TRCT
56
Tower Research Capital (TRC)
New York
$557K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$517K
OFG
58
Opulen Financial Group
Virginia
$498K
BBHC
59
Brown Brothers Harriman & Co
New York
$497K
OA
60
Operose Advisors
Wisconsin
$488K
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$482K
SPP
62
Single Point Partners
Massachusetts
$480K
CC
63
Chicago Capital
Illinois
$472K
DJSG
64
D.J. St. Germain
Massachusetts
$442K
LAMNM
65
Longview Asset Management (New Mexico)
New Mexico
$428K
FRA
66
Front Row Advisors
California
$411K
PSCM
67
Per Stirling Capital Management
Texas
$399K
DWM
68
Denver Wealth Management
Colorado
$389K
GLA
69
Good Life Advisors
Pennsylvania
$381K
MFGM
70
Marshall Financial Group (Maryland)
Maryland
$341K
CSP
71
Cary Street Partners
Virginia
$328K
HAS
72
HBW Advisory Services
California
$326K
ZF
73
Zhang Financial
Michigan
$321K
MFA
74
McClarren Financial Advisors
Pennsylvania
$319K
BAM
75
Brave Asset Management
New Jersey
$317K