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State Street SPDR S&P 500 ESG ETF

131 hedge funds and large institutions have $361M invested in State Street SPDR S&P 500 ESG ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

113% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 30

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more funds holding

Funds holding: 121131 (+10)

7.56% more ownership

Funds ownership: 30.43%37.99% (+7.6%)

3% more capital invested

Capital invested by funds: $349M → $361M (+$11.3M)

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
1.61%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
19
Increased
64
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
76
Per Stirling Capital Management
Texas
$468K +$40.4K +611 +9%
FRA
77
Front Row Advisors
California
$454K +$529 +8 +0.1%
GFA
78
Godfrey Financial Associates
New York
$454K +$99.1K +1,499 +26%
ZF
79
Zhang Financial
Michigan
$439K +$97.4K +1,473 +27%
DWM
80
Denver Wealth Management
Colorado
$436K +$14.3K +217 +3%
MFGM
81
Marshall Financial Group (Maryland)
Maryland
$381K +$45.3K +685 +13%
HAS
82
HBW Advisory Services
California
$379K -$7.73K -117 -2%
CFS
83
Cannon Financial Strategists
Georgia
$363K +$380K +5,755 New
HBT
84
Hills Bank & Trust
Iowa
$355K -$30.7K -465 -8%
VW
85
Veridan Wealth
Oregon
$354K -$9.85K -149 -3%
BAM
86
Brave Asset Management
New Jersey
$354K +$13K +197 +4%
CSP
87
Cary Street Partners
Virginia
$354K
MFA
88
McClarren Financial Advisors
Pennsylvania
$346K +$359K +5,424 +8,218%
TLFA
89
True Link Financial Advisors
California
$343K +$82K +1,240 +29%
NCM
90
Novare Capital Management
North Carolina
$328K
CASB
91
Cape Ann Savings Bank
Massachusetts
$319K +$334K +5,060 New
CW
92
CreativeOne Wealth
Kansas
$314K -$46.5K -703 -12%
BWM
93
Briggs Wealth Management
Connecticut
$314K +$329K +4,971 New
MML Investors Services
94
MML Investors Services
Massachusetts
$309K +$324K +4,900 New
ACA
95
Aptus Capital Advisors
Alabama
$300K +$14.2K +215 +5%
SWM
96
SFG Wealth Management
Maryland
$300K +$29.6K +448 +10%
FHA
97
Flagship Harbor Advisors
Massachusetts
$296K +$106K +1,609 +52%
NA
98
NewEdge Advisors
Louisiana
$288K +$36K +544 +14%
HWM
99
Horizon Wealth Management
Illinois
$287K +$66 +1 +0%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$267K -$704K -10,658 -72%