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State Street SPDR S&P 500 ESG ETF

121 hedge funds and large institutions have $349M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 33

5% more funds holding

Funds holding: 115121 (+6)

0.09% more ownership

Funds ownership: 30.34%30.43% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $356M → $349M (-$6.49M)

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
54
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VW
76
Veridan Wealth
Oregon
$381K -$9.37K -144 -2%
GFA
77
Godfrey Financial Associates
New York
$377K +$370K +5,694 New
CW
78
CreativeOne Wealth
Kansas
$375K +$10.3K +158 +3%
CSP
79
Cary Street Partners
Virginia
$371K
ZF
80
Zhang Financial
Michigan
$363K +$130 +2 +0%
MFA
81
McClarren Financial Advisors
Pennsylvania
$362K -$351K -5,395 -99%
BAM
82
Brave Asset Management
New Jersey
$358K
MFGM
83
Marshall Financial Group (Maryland)
Maryland
$355K -$26.8K -412 -7%
NCM
84
Novare Capital Management
North Carolina
$344K +$6.5K +100 +2%
HWM
85
Horizon Wealth Management
Illinois
$301K +$18K +277 +6%
ACA
86
Aptus Capital Advisors
Alabama
$300K -$9.04K -139 -3%
SWM
87
SFG Wealth Management
Maryland
$285K +$60.5K +931 +28%
TLFA
88
True Link Financial Advisors
California
$278K +$273K +4,204 New
PJSIMP
89
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K +$49.2K +757 +22%
LAMNM
90
Longview Asset Management (New Mexico)
New Mexico
$268K -$82.7K -1,271 -24%
NA
91
NewEdge Advisors
Louisiana
$266K +$3.32K +51 +1%
LJAC
92
L.J. Altfest & Co
New York
$263K +$130 +2 +0.1%
TDC
93
Thompson Davis & Co
Virginia
$257K
SWM
94
SHP Wealth Management
Massachusetts
$249K +$245K +3,769 New
VVP
95
Venture Visionary Partners
Ohio
$240K -$845 -13 -0.4%
SOS
96
Silver Oak Securities
Tennessee
$233K +$3.45K +53 +2%
EI
97
Ethic Inc
New York
$231K
JWCA
98
J.W. Cole Advisors
Florida
$231K +$1.82K +28 +0.8%
AF
99
Allworth Financial
California
$216K +$520 +8 +0.2%
CFIA
100
Cantor Fitzgerald Investment Advisors
New York
$214K