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SPDR S&P 500 ESG ETF

107 hedge funds and large institutions have $406M invested in SPDR S&P 500 ESG ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
45
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
76
Good Life Advisors
Pennsylvania
$228K -$2.84K -51 -1%
ACA
77
Aptus Capital Advisors
Alabama
$227K +$163K +2,917 +251%
SPC
78
Sigma Planning Corp
Michigan
$225K -$5.91K -106 -3%
NA
79
NewEdge Advisors
Louisiana
$219K +$613 +11 +0.3%
KWM
80
Kingsview Wealth Management
Oregon
$218K -$27.8K -498 -11%
AAS
81
Avantax Advisory Services
Texas
$201K -$18.9K -339 -9%
BFWM
82
Bright Futures Wealth Management
New York
$200K +$200K +3,558 New
TRCT
83
Tower Research Capital (TRC)
New York
$179K +$167K +3,002 +1,409%
AF
84
Allworth Financial
California
$179K +$558 +10 +0.3%
Morgan Stanley
85
Morgan Stanley
New York
$177K +$11.9K +214 +7%
HBT
86
Hills Bank & Trust
Iowa
$155K
WFA
87
Wells Financial Advisors
Massachusetts
$143K -$46.7K -838 -25%
HNB
88
Huntington National Bank
Ohio
$111K -$116K
Comerica Bank
89
Comerica Bank
Texas
$86.1K -$2.01K -36 -2%
LFG
90
Larson Financial Group
Missouri
$75.2K +$75.2K +1,349 New
PW
91
Paladin Wealth
Minnesota
$63.1K +$63.1K +1,131 New
Fidelity Investments
92
Fidelity Investments
Massachusetts
$61.7K +$61.7K +1,106 New
NP
93
NorthRock Partners
Minnesota
$58.1K
TCM
94
Tradewinds Capital Management
Washington
$45.7K +$1.39K +25 +3%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$44K
GWANC
96
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.4K -$22.3K -400 -34%
MFS
97
Mattson Financial Services
Michigan
$42.1K
AF
98
Advisornet Financial
Minnesota
$34.6K +$111 +2 +0.3%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$31.1K -$4.57K -82 -13%
HI
100
Harbour Investments
Wisconsin
$27.6K