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State Street SPDR S&P 500 ESG ETF

120 hedge funds and large institutions have $348M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
VW
76
Veridan Wealth
Oregon
$381K
GFA
77
Godfrey Financial Associates
New York
$377K
CW
78
CreativeOne Wealth
Kansas
$375K
CSP
79
Cary Street Partners
Virginia
$371K
ZF
80
Zhang Financial
Michigan
$363K
MFA
81
McClarren Financial Advisors
Pennsylvania
$362K
BAM
82
Brave Asset Management
New Jersey
$358K
MFGM
83
Marshall Financial Group (Maryland)
Maryland
$355K
NCM
84
Novare Capital Management
North Carolina
$344K
HWM
85
Horizon Wealth Management
Illinois
$301K
ACA
86
Aptus Capital Advisors
Alabama
$300K
SWM
87
SFG Wealth Management
Maryland
$285K
TLFA
88
True Link Financial Advisors
California
$278K
PJSIMP
89
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K
LAMNM
90
Longview Asset Management (New Mexico)
New Mexico
$268K
NA
91
NewEdge Advisors
Louisiana
$266K
LJAC
92
L.J. Altfest & Co
New York
$263K
TDC
93
Thompson Davis & Co
Virginia
$257K
VVP
94
Venture Visionary Partners
Ohio
$240K
SOS
95
Silver Oak Securities
Tennessee
$233K
EI
96
Ethic Inc
New York
$231K
JWCA
97
J.W. Cole Advisors
Florida
$231K
AF
98
Allworth Financial
California
$216K
CFIA
99
Cantor Fitzgerald Investment Advisors
New York
$214K
Ameriprise
100
Ameriprise
Minnesota
$211K