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SPDR S&P 500 ESG ETF

111 hedge funds and large institutions have $277M invested in SPDR S&P 500 ESG ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
49
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$572K +$112K +1,914 +24%
VWM
52
Verus Wealth Management
Wisconsin
$566K -$13.6K -233 -2%
TRCT
53
Tower Research Capital (TRC)
New York
$557K +$557K +9,512 New
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$517K +$22K +375 +4%
OFG
55
Opulen Financial Group
Virginia
$498K +$117 +2 +0%
BBHC
56
Brown Brothers Harriman & Co
New York
$497K
OA
57
Operose Advisors
Wisconsin
$488K +$1.46K +25 +0.3%
JSAM
58
J. Safra Asset Management
New York
$487K
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$482K -$86.8K -1,483 -15%
SPP
60
Single Point Partners
Massachusetts
$480K +$410 +7 +0.1%
CC
61
Chicago Capital
Illinois
$472K
DJSG
62
D.J. St. Germain
Massachusetts
$442K
LAMNM
63
Longview Asset Management (New Mexico)
New Mexico
$428K -$102K -1,749 -19%
FRA
64
Front Row Advisors
California
$411K +$37.5K +640 +10%
PSCM
65
Per Stirling Capital Management
Texas
$399K -$6.85K -117 -2%
DWM
66
Denver Wealth Management
Colorado
$389K -$180K -3,076 -32%
GLA
67
Good Life Advisors
Pennsylvania
$381K +$77.1K +1,316 +25%
MFGM
68
Marshall Financial Group (Maryland)
Maryland
$341K -$15.5K -263 -4%
CSP
69
Cary Street Partners
Virginia
$328K
HAS
70
HBW Advisory Services
California
$326K -$6.79K -116 -2%
ZF
71
Zhang Financial
Michigan
$321K +$43.5K +743 +16%
MFA
72
McClarren Financial Advisors
Pennsylvania
$319K +$995 +17 +0.3%
BAM
73
Brave Asset Management
New Jersey
$317K
LJAC
74
L.J. Altfest & Co
New York
$310K -$37.5K -640 -11%
CW
75
CreativeOne Wealth
Kansas
$307K +$10.4K +177 +3%