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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
TDC
101
Thompson Davis & Co
Virginia
$245K
LJAC
102
L.J. Altfest & Co
New York
$244K -$7.01K -106 -3%
SWM
103
SHP Wealth Management
Massachusetts
$238K
VVP
104
Venture Visionary Partners
Ohio
$228K -$661 -10 -0.3%
SOS
105
Silver Oak Securities
Tennessee
$223K +$2.51K +38 +1%
EI
106
Ethic Inc
New York
$221K
EWA
107
EP Wealth Advisors
California
$220K +$231K +3,495 New
WAM
108
WNY Asset Management
New York
$209K +$219K +3,307 New
GS
109
GTS Securities
New York
$205K +$215K +3,247 New
Ameriprise
110
Ameriprise
Minnesota
$202K +$463 +7 +0.2%
Morgan Stanley
111
Morgan Stanley
New York
$200K
HI
112
Harbour Investments
Wisconsin
$149K +$156K +2,366 New
MIA
113
Milestone Investment Advisors
Wisconsin
$128K +$66.6K +1,008 +99%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$121K -$269K -4,076 -68%
VNA
115
Valley National Advisers
Pennsylvania
$118K
TCM
116
Tradewinds Capital Management
Washington
$105K +$6.87K +104 +7%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$80K -$928K -14,043 -92%
RF
118
Rossby Financial
Florida
$74K +$16.9K +256 +28%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$66.3K +$69.5K +1,051 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$62K
GWANC
121
Guardian Wealth Advisors (North Carolina)
North Carolina
$54.7K +$57.3K +867 New
US Bancorp
122
US Bancorp
Minnesota
$42.4K
UBS Group
123
UBS Group
Switzerland
$29.5K -$43.4K -656 -58%
SL
124
Salomon & Ludwin
Virginia
$24.4K +$13.7K +207 +118%
IPS
125
Investors Portfolio Services
Washington
$21.4K +$5.95K +90 +36%