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State Street SPDR S&P 500 ESG ETF

115 hedge funds and large institutions have $356M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $331M → $356M (+$24.2M)

2% more funds holding

Funds holding: 113115 (+2)

1.16% more ownership

Funds ownership: 29.18%30.34% (+1.2%)

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.51%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
47
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
76
CreativeOne Wealth
Kansas
$351K +$17.3K +283 +5%
ZF
77
Zhang Financial
Michigan
$349K +$122 +2 +0%
MFA
78
McClarren Financial Advisors
Pennsylvania
$347K +$854 +14 +0.3%
BAM
79
Brave Asset Management
New Jersey
$345K
LAMNM
80
Longview Asset Management (New Mexico)
New Mexico
$338K -$122K -1,993 -27%
NCM
81
Novare Capital Management
North Carolina
$324K
ACA
82
Aptus Capital Advisors
Alabama
$297K +$6.65K +109 +2%
HWM
83
Horizon Wealth Management
Illinois
$272K +$35.1K +575 +16%
LJAC
84
L.J. Altfest & Co
New York
$253K -$81K -1,329 -25%
NA
85
NewEdge Advisors
Louisiana
$252K
TDC
86
Thompson Davis & Co
Virginia
$247K
SA
87
Sanctuary Advisors
Indiana
$247K +$236K +3,877 New
AA
88
Advisory Alpha
Michigan
$244K +$233K +3,816 New
JP Morgan Chase
89
JP Morgan Chase
New York
$236K +$610 +10 +0.3%
VVP
90
Venture Visionary Partners
Ohio
$232K +$222K +3,644 New
JWCA
91
J.W. Cole Advisors
Florida
$227K +$549 +9 +0.3%
EI
92
Ethic Inc
New York
$222K +$122 +2 +0.1%
FHA
93
Flagship Harbor Advisors
Massachusetts
$220K -$29.5K -483 -12%
PJSIMP
94
P.J. Schmidt Investment Management (PJS)
Wisconsin
$219K -$854 -14 -0.4%
SOS
95
Silver Oak Securities
Tennessee
$219K +$210K +3,441 New
SWM
96
SFG Wealth Management
Maryland
$214K +$206K +3,372 New
WAM
97
WNY Asset Management
New York
$210K +$202K +3,307 New
AF
98
Allworth Financial
California
$207K +$549 +9 +0.3%
CFIA
99
Cantor Fitzgerald Investment Advisors
New York
$205K -$29.5K -484 -13%
WFA
100
Wells Financial Advisors
Massachusetts
$166K