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SPDR S&P 500 ESG ETF

92 hedge funds and large institutions have $196M invested in SPDR S&P 500 ESG ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
41
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
76
Morgan Stanley
New York
$150K -$150K -2,961 -50%
HBT
77
Hills Bank & Trust
Iowa
$114K -$6.13K -121 -5%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$87K +$56.5K +1,112 +186%
NP
79
NorthRock Partners
Minnesota
$52.8K -$51.5K -1,017 -49%
ACA
80
Aptus Capital Advisors
Alabama
$52.7K
GWANC
81
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.7K
AF
82
Advisornet Financial
Minnesota
$31.2K +$101 +2 +0.3%
HI
83
Harbour Investments
Wisconsin
$25.1K +$25.1K +495 New
BFEC
84
Benjamin F. Edwards & Company
Missouri
$13K
GWM
85
Geneos Wealth Management
Colorado
$11.4K +$2.38K +47 +26%
TCM
86
Tradewinds Capital Management
Washington
$10.9K
IA
87
IFP Advisors
Florida
$6.03K +$6.03K +119 New
HFS
88
Horizon Financial Services
North Carolina
$5.72K +$5.72K +113 New
T
89
Tidemark
California
$5.52K
GEA
90
Glen Eagle Advisors
New Jersey
$2.28K
FHA
91
First Horizon Advisors
Tennessee
$69 +$69 +1 New
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$19 +$19 +367 New
KOC
93
Koss-Olinger Consulting
Florida
-$13.1M -282,843 Closed
FHA
94
Flagship Harbor Advisors
Massachusetts
-$1.74M -37,641 Closed
OPS
95
Orion Portfolio Solutions
Nebraska
-$345K -7,485 Closed
BCI
96
Brinker Capital Investments
Pennsylvania
-$345K -7,485 Closed
Citadel Advisors
97
Citadel Advisors
Florida
-$240K -5,189 Closed
FWM
98
Focused Wealth Management
New York
-$3.6K -78 Closed