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SPDR S&P 500 ESG ETF

110 hedge funds and large institutions have $276M invested in SPDR S&P 500 ESG ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
48
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NCM
76
Novare Capital Management
North Carolina
$298K 5,093 +5,093 New
ACA
77
Aptus Capital Advisors
Alabama
$268K 4,569 +149 +3%
HBT
78
Hills Bank & Trust
Iowa
$263K 4,487 +1,301 +41%
Morgan Stanley
79
Morgan Stanley
New York
$251K 4,283 +1,106 +35%
EIG
80
Ellenbecker Investment Group
Wisconsin
$241K 4,115 +149 +4%
SPC
81
Sigma Planning Corp
Michigan
$236K 4,029 -3 -0.1%
NA
82
NewEdge Advisors
Louisiana
$232K 3,965 +110 +3%
FHA
83
Flagship Harbor Advisors
Massachusetts
$231K 3,941 +3,941 New
TDC
84
Thompson Davis & Co
Virginia
$227K 3,880 +3,880 New
CFIA
85
Cantor Fitzgerald Investment Advisors
New York
$217K 3,713 +3,713 New
HWM
86
Horizon Wealth Management
Illinois
$217K 3,701 +3,701 New
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$216K 3,694 +846 +30%
JWCA
88
J.W. Cole Advisors
Florida
$208K 3,560 +3,560 New
EI
89
Ethic Inc
New York
$203K 3,495 +3,495 New
PJSIMP
90
P.J. Schmidt Investment Management (PJS)
Wisconsin
$203K 3,460 +3,460 New
AF
91
Allworth Financial
California
$190K 3,241 +10 +0.3%
WFA
92
Wells Financial Advisors
Massachusetts
$153K 2,610
VNA
93
Valley National Advisers
Pennsylvania
$109K 1,873 +1,873 New
TCM
94
Tradewinds Capital Management
Washington
$91.7K 1,567 +123 +9%
MYIA
95
Mount Yale Investment Advisors
Colorado
$64.9K 1,109 +1,109 New
NP
96
NorthRock Partners
Minnesota
$61K 1,042
Fidelity Investments
97
Fidelity Investments
Massachusetts
$60.8K 1,039 -67 -6%
GWANC
98
Guardian Wealth Advisors (North Carolina)
North Carolina
$49.8K 850 +19 +2%
MIA
99
Milestone Investment Advisors
Wisconsin
$47.9K 817 +2 +0.2%
US Bancorp
100
US Bancorp
Minnesota
$39.3K 672