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State Street SPDR S&P 500 ESG ETF

113 hedge funds and large institutions have $331M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
76
L.J. Altfest & Co
New York
$310K
CW
77
CreativeOne Wealth
Kansas
$307K
NCM
78
Novare Capital Management
North Carolina
$298K
ACA
79
Aptus Capital Advisors
Alabama
$268K
HBT
80
Hills Bank & Trust
Iowa
$263K
FAFN
81
First Affirmative Financial Network
Colorado
$256K
Morgan Stanley
82
Morgan Stanley
New York
$251K
EIG
83
Ellenbecker Investment Group
Wisconsin
$241K
SPC
84
Sigma Planning Corp
Michigan
$236K
NA
85
NewEdge Advisors
Louisiana
$232K
FHA
86
Flagship Harbor Advisors
Massachusetts
$231K
TDC
87
Thompson Davis & Co
Virginia
$227K
CFIA
88
Cantor Fitzgerald Investment Advisors
New York
$217K
HWM
89
Horizon Wealth Management
Illinois
$217K
JP Morgan Chase
90
JP Morgan Chase
New York
$216K
JWCA
91
J.W. Cole Advisors
Florida
$208K
EI
92
Ethic Inc
New York
$203K
PJSIMP
93
P.J. Schmidt Investment Management (PJS)
Wisconsin
$203K
AF
94
Allworth Financial
California
$190K
WFA
95
Wells Financial Advisors
Massachusetts
$153K
VNA
96
Valley National Advisers
Pennsylvania
$109K
TCM
97
Tradewinds Capital Management
Washington
$91.7K
MYIA
98
Mount Yale Investment Advisors
Colorado
$64.9K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$60.8K
GWANC
100
Guardian Wealth Advisors (North Carolina)
North Carolina
$49.8K