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State Street SPDR S&P 500 ESG ETF

115 hedge funds and large institutions have $356M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $331M → $356M (+$24.2M)

2% more funds holding

Funds holding: 113115 (+2)

1.16% more ownership

Funds ownership: 29.18%30.34% (+1.2%)

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.51%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
47
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$863K +$177K +2,903 +27%
VC
52
Veracity Capital
Georgia
$775K -$204K -3,346 -22%
SAS
53
Sage Advisory Services
Texas
$762K -$11K -180 -1%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$752K +$125K +2,057 +21%
CAG
55
Crestwood Advisors Group
Massachusetts
$729K +$66.7K +1,093 +11%
SWA
56
Sax Wealth Advisors
New Jersey
$689K -$535K -8,775 -45%
VWM
57
Verus Wealth Management
Wisconsin
$579K -$34.6K -567 -6%
WSWA
58
Warren Street Wealth Advisors
California
$576K -$162K -2,662 -23%
EIG
59
Ellenbecker Investment Group
Wisconsin
$570K +$296K +4,852 +118%
OFG
60
Opulen Financial Group
Virginia
$550K +$8.66K +142 +2%
BBHC
61
Brown Brothers Harriman & Co
New York
$540K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$537K -$23.5K -386 -4%
OA
63
Operose Advisors
Wisconsin
$532K +$1.28K +21 +0.3%
SPP
64
Single Point Partners
Massachusetts
$522K +$366 +6 +0.1%
DJSG
65
D.J. St. Germain
Massachusetts
$480K
FRA
66
Front Row Advisors
California
$469K +$21.3K +350 +5%
PSCM
67
Per Stirling Capital Management
Texas
$433K
DWM
68
Denver Wealth Management
Colorado
$424K +$1.28K +21 +0.3%
HF
69
HRT Financial
New York
$391K +$376K +6,159 New
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$386K +$370K +6,070 New
HBT
71
Hills Bank & Trust
Iowa
$384K +$95K +1,558 +35%
HAS
72
HBW Advisory Services
California
$383K +$27.7K +454 +8%
VW
73
Veridan Wealth
Oregon
$376K +$360K +5,910 New
MFGM
74
Marshall Financial Group (Maryland)
Maryland
$367K -$2.01K -33 -0.6%
CSP
75
Cary Street Partners
Virginia
$357K