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SPDR S&P 500 ESG ETF

112 hedge funds and large institutions have $397M invested in SPDR S&P 500 ESG ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
12
Increased
46
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VW
76
Veridan Wealth
Oregon
$311K -$72.8K -1,360 -19%
HAS
77
HBW Advisory Services
California
$304K +$23.6K +442 +8%
CSP
78
Cary Street Partners
Virginia
$300K +$300K +5,608 New
MFA
79
McClarren Financial Advisors
Pennsylvania
$290K -$70.9K -1,328 -20%
BAM
80
Brave Asset Management
New Jersey
$290K +$6.37K +119 +2%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$279K -$755K -14,110 -73%
GLA
82
Good Life Advisors
Pennsylvania
$278K +$58.6K +1,096 +27%
JSW
83
Journey Strategic Wealth
New Jersey
$271K +$4.01K +75 +2%
CW
84
CreativeOne Wealth
Kansas
$271K +$33.9K +633 +14%
ZF
85
Zhang Financial
Michigan
$254K
ACA
86
Aptus Capital Advisors
Alabama
$236K +$4.28K +80 +2%
SPC
87
Sigma Planning Corp
Michigan
$216K +$1.18K +22 +0.5%
EIG
88
Ellenbecker Investment Group
Wisconsin
$212K +$212K +3,966 New
NA
89
NewEdge Advisors
Louisiana
$206K
HBT
90
Hills Bank & Trust
Iowa
$170K +$29K +542 +20%
Morgan Stanley
91
Morgan Stanley
New York
$170K
AF
92
Allworth Financial
California
$168K +$467 +9 +0.3%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$152K +$96.7K +1,807 +174%
WFA
94
Wells Financial Advisors
Massachusetts
$140K +$2.68K +50 +2%
TCM
95
Tradewinds Capital Management
Washington
$77.3K +$6.9K +129 +10%
GWM
96
Geneos Wealth Management
Colorado
$74.4K +$61.7K +1,153 +486%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$59.2K
NP
98
NorthRock Partners
Minnesota
$55.7K
GWANC
99
Guardian Wealth Advisors (North Carolina)
North Carolina
$44.5K +$3.8K +71 +9%
MIA
100
Milestone Investment Advisors
Wisconsin
$43.6K +$160 +3 +0.4%