We are live on ! Find out more
EFIV icon

State Street SPDR S&P 500 ESG ETF

131 hedge funds and large institutions have $361M invested in State Street SPDR S&P 500 ESG ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

113% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 30

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more funds holding

Funds holding: 121131 (+10)

7.56% more ownership

Funds ownership: 30.43%37.99% (+7.6%)

3% more capital invested

Capital invested by funds: $349M → $361M (+$11.3M)

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
1.61%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
19
Increased
64
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$1.14M -$105K -1,587 -8%
JSAM
52
J. Safra Asset Management
New York
$1.06M +$1.39K +21 +0.1%
HF
53
HRT Financial
New York
$1M +$1.05M +15,947 New
Corient Private Wealth
54
Corient Private Wealth
Florida
$1M -$1.05M -15,841 -50%
RIS
55
Retirement Income Solutions
Michigan
$955K -$9.65K -146 -1%
OCM
56
One Capital Management
California
$954K -$17.8K -269 -2%
CT
57
Coastline Trust
Rhode Island
$927K -$34.8K -526 -3%
Goldman Sachs
58
Goldman Sachs
New York
$913K +$257K +3,884 +37%
Mariner
59
Mariner
Kansas
$887K +$7.27K +110 +0.8%
Jane Street
60
Jane Street
New York
$834K +$874K +13,218 New
BBHC
61
Brown Brothers Harriman & Co
New York
$818K -$7.14K -108 -0.8%
VC
62
Veracity Capital
Georgia
$779K +$529 +8 +0.1%
SAS
63
Sage Advisory Services
Texas
$753K -$2.91K -44 -0.4%
EIG
64
Ellenbecker Investment Group
Wisconsin
$740K -$595 -9 -0.1%
SWA
65
Sax Wealth Advisors
New Jersey
$717K
PJSIMP
66
P.J. Schmidt Investment Management (PJS)
Wisconsin
$686K +$441K +6,673 +159%
FI
67
FinArc Investments
Massachusetts
$615K +$644K +9,745 New
AA
68
Advisory Alpha
Michigan
$601K +$68.7K +1,039 +12%
WSWA
69
Warren Street Wealth Advisors
California
$599K +$29K +438 +5%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$593K +$67.4K +1,020 +12%
VWM
71
Verus Wealth Management
Wisconsin
$565K
OFG
72
Opulen Financial Group
Virginia
$548K +$1.45K +22 +0.3%
OA
73
Operose Advisors
Wisconsin
$530K +$1.52K +23 +0.3%
SPP
74
Single Point Partners
Massachusetts
$519K +$397 +6 +0.1%
DJSG
75
D.J. St. Germain
Massachusetts
$477K