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SPDR S&P 500 ESG ETF

114 hedge funds and large institutions have $467M invested in SPDR S&P 500 ESG ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
46
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HAS
76
HBW Advisory Services
California
$296K 5,243 +5,243 New
JSW
77
Journey Strategic Wealth
New Jersey
$282K 4,993
ZF
78
Zhang Financial
Michigan
$268K 4,744
SA
79
Sanctuary Advisors
Indiana
$264K 4,575 +4,575 New
Creative Planning
80
Creative Planning
Kansas
$264K 4,670 -3,713 -44%
CW
81
CreativeOne Wealth
Kansas
$250K 4,425 -3,820 -46%
ACA
82
Aptus Capital Advisors
Alabama
$245K 4,340 +263 +6%
GLA
83
Good Life Advisors
Pennsylvania
$231K 4,093
SPC
84
Sigma Planning Corp
Michigan
$226K 4,010 -28 -0.7%
NA
85
NewEdge Advisors
Louisiana
$218K 3,855 -64 -2%
MML Investors Services
86
MML Investors Services
Massachusetts
$216K 3,829 +3,829 New
HWM
87
Horizon Wealth Management
Illinois
$207K 3,665 +3,665 New
FHA
88
Flagship Harbor Advisors
Massachusetts
$207K 3,658 +3,658 New
AF
89
Allworth Financial
California
$187K 3,222 +11 +0.3%
Morgan Stanley
90
Morgan Stanley
New York
$179K 3,177
HBT
91
Hills Bank & Trust
Iowa
$149K 2,644 -137 -5%
WFA
92
Wells Financial Advisors
Massachusetts
$145K 2,560
LFG
93
Larson Financial Group
Missouri
$117K 2,066 +717 +53%
Comerica Bank
94
Comerica Bank
Texas
$87.2K 1,544
TCM
95
Tradewinds Capital Management
Washington
$74.3K 1,315 +496 +61%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$62.5K 1,106
NP
97
NorthRock Partners
Minnesota
$58.9K 1,042
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$58.8K 1,041 +483 +87%
MIA
99
Milestone Investment Advisors
Wisconsin
$45.9K 812 +812 New
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$45K 791