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SPDR S&P 500 ESG ETF

114 hedge funds and large institutions have $467M invested in SPDR S&P 500 ESG ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
46
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GWANC
101
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.9K 760
HI
102
Human Investing
Oregon
$38.6K 684 +684 New
US Bancorp
103
US Bancorp
Minnesota
$38K 672 -6,547 -91%
AF
104
Advisornet Financial
Minnesota
$35.2K 623 +2 +0.3%
MFS
105
Mattson Financial Services
Michigan
$33.6K 603 -190 -24%
HI
106
Harbour Investments
Wisconsin
$28K 495
PCWA
107
Pacific Capital Wealth Advisors
California
$23.7K 419
CBT
108
Crews Bank & Trust
Florida
$19.8K 350 +350 New
HNB
109
Huntington National Bank
Ohio
SS
110
SBI Securities
Japan
$15.1K 267 +267 New
EB
111
Eastern Bank
Massachusetts
$14.3K 253
GWM
112
Geneos Wealth Management
Colorado
$13.4K 237 +8 +3%
HFS
113
Horizon Financial Services
North Carolina
$6.38K 113
GEA
114
Glen Eagle Advisors
New Jersey
$2.15K 38 -7 -16%
FHA
115
First Horizon Advisors
Tennessee
$78 1
UBS Group
116
UBS Group
Switzerland
-17,800 Closed
KW
117
KWB Wealth
California
-5,454 Closed
WLIM
118
White Lighthouse Investment Management
Massachusetts
-5,218 Closed
WAM
119
WNY Asset Management
New York
-5,014 Closed
ZIM
120
Zacks Investment Management
Illinois
-4,481 Closed
KWM
121
Kingsview Wealth Management
Oregon
-3,902 Closed
AAS
122
Avantax Advisory Services
Texas
-3,603 Closed
BFWM
123
Bright Futures Wealth Management
New York
-3,558 Closed
TRCT
124
Tower Research Capital (TRC)
New York
-3,215 Closed
PW
125
Paladin Wealth
Minnesota
-1,131 Closed