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State Street SPDR S&P 500 ESG ETF

121 hedge funds and large institutions have $349M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 33

5% more funds holding

Funds holding: 115121 (+6)

0.09% more ownership

Funds ownership: 30.34%30.43% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $356M → $349M (-$6.49M)

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
54
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$923K +$24.1K +370 +3%
CAG
52
Crestwood Advisors Group
Massachusetts
$916K +$154K +2,369 +21%
BBHC
53
Brown Brothers Harriman & Co
New York
$865K +$298K +4,586 +54%
VC
54
Veracity Capital
Georgia
$817K +$10.3K +158 +1%
SAS
55
Sage Advisory Services
Texas
$793K
EIG
56
Ellenbecker Investment Group
Wisconsin
$776K +$180K +2,771 +31%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$769K -$12.6K -193 -2%
SWA
58
Sax Wealth Advisors
New Jersey
$717K
Goldman Sachs
59
Goldman Sachs
New York
$700K -$1.97M -30,301 -74%
TRCT
60
Tower Research Capital (TRC)
New York
$631K +$620K +9,539 New
WSWA
61
Warren Street Wealth Advisors
California
$599K
VWM
62
Verus Wealth Management
Wisconsin
$592K -$9.76K -150 -2%
OFG
63
Opulen Financial Group
Virginia
$573K +$1.5K +23 +0.3%
AA
64
Advisory Alpha
Michigan
$562K +$304K +4,680 +123%
OA
65
Operose Advisors
Wisconsin
$555K +$1.43K +22 +0.3%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$554K -$4.29K -66 -0.8%
SPP
67
Single Point Partners
Massachusetts
$544K +$390 +6 +0.1%
JP Morgan Chase
68
JP Morgan Chase
New York
$517K +$267K +4,108 +111%
DJSG
69
D.J. St. Germain
Massachusetts
$500K
FRA
70
Front Row Advisors
California
$475K -$12.2K -187 -3%
PSCM
71
Per Stirling Capital Management
Texas
$451K
DWM
72
Denver Wealth Management
Colorado
$443K +$1.56K +24 +0.4%
HAS
73
HBW Advisory Services
California
$405K +$6.89K +106 +2%
HBT
74
Hills Bank & Trust
Iowa
$403K +$2.67K +41 +0.7%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$396K -$5.4K -83 -1%