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SPDR S&P 500 ESG ETF

104 hedge funds and large institutions have $238M invested in SPDR S&P 500 ESG ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
19
Increased
41
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
76
Good Life Advisors
Pennsylvania
$220K -$159 -3 -0.1%
AAS
77
Avantax Advisory Services
Texas
$209K +$209K +3,942 New
NA
78
NewEdge Advisors
Louisiana
$208K +$531 +10 +0.3%
PI
79
PineBridge Investments
New York
$203K -$2.12M -39,848 -91%
FRA
80
Front Row Advisors
California
$182K +$182K +3,430 New
WFA
81
Wells Financial Advisors
Massachusetts
$180K
AF
82
Allworth Financial
California
$172K +$538 +10 +0.3%
Morgan Stanley
83
Morgan Stanley
New York
$157K
BFA
84
Brown Financial Advisors
Ohio
$155K +$155K +2,912 New
HBT
85
Hills Bank & Trust
Iowa
$148K +$28.5K +536 +24%
HNB
86
Huntington National Bank
Ohio
$116K
Comerica Bank
87
Comerica Bank
Texas
$83.9K +$83.9K +1,580 New
BFEC
88
Benjamin F. Edwards & Company
Missouri
$64K +$50.4K +943 +371%
ACA
89
Aptus Capital Advisors
Alabama
$61.6K +$6.32K +119 +11%
GWANC
90
Guardian Wealth Advisors (North Carolina)
North Carolina
$61.6K +$6.32K +119 +11%
NP
91
NorthRock Partners
Minnesota
$55.3K
TCM
92
Tradewinds Capital Management
Washington
$42.2K +$30.7K +579 +269%
MFS
93
Mattson Financial Services
Michigan
$42.1K +$42.1K +793 New
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$42K -$48.9K -920 -54%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$34K +$14.5K +273 +74%
AF
96
Advisornet Financial
Minnesota
$32.9K +$106 +2 +0.3%
HI
97
Harbour Investments
Wisconsin
$26.3K
PCWA
98
Pacific Capital Wealth Advisors
California
$22K +$22K +414 New
IAIM
99
International Assets Investment Management
Florida
$19.2K +$19.2K +361 New
GWM
100
Geneos Wealth Management
Colorado
$12.2K +$212 +4 +2%