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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
Holders
121
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
Ameriprise
101
Ameriprise
Minnesota
$211K
Morgan Stanley
102
Morgan Stanley
New York
$210K
FHA
103
Flagship Harbor Advisors
Massachusetts
$204K
WFA
104
Wells Financial Advisors
Massachusetts
$173K
KAS
105
Kestra Advisory Services
Texas
$165K
VNA
106
Valley National Advisers
Pennsylvania
$123K
TCM
107
Tradewinds Capital Management
Washington
$104K
UBS Group
108
UBS Group
Switzerland
$74.3K
MIA
109
Milestone Investment Advisors
Wisconsin
$67.3K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$65K
RF
111
Rossby Financial
Florida
$60.1K
US Bancorp
112
US Bancorp
Minnesota
$44.5K
AF
113
Advisornet Financial
Minnesota
$41.7K
Citigroup
114
Citigroup
New York
$32.7K
AC
115
AlphaCore Capital
California
$19.8K
IPS
116
Investors Portfolio Services
Washington
$16.5K
SS
117
SBI Securities
Japan
$15.1K
SL
118
Salomon & Ludwin
Virginia
$11.7K
HFS
119
Horizon Financial Services
North Carolina
$7.47K
CFO
120
Capitol Family Office
Oregon
$6.22K
GWM
121
Geneos Wealth Management
Colorado
$4.3K
KFAS
122
Keating Financial Advisory Services
Kansas
$463
PPFA
123
Provida Pension Fund Administrator
Chile
Two Sigma Investments
124
Two Sigma Investments
New York
Citadel Advisors
125
Citadel Advisors
Florida