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SPDR S&P 500 ESG ETF

112 hedge funds and large institutions have $397M invested in SPDR S&P 500 ESG ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
12
Increased
46
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$36K
MFS
102
Mattson Financial Services
Michigan
$35K +$2.73K +51 +8%
AF
103
Advisornet Financial
Minnesota
$33.4K +$107 +2 +0.3%
HI
104
Harbour Investments
Wisconsin
$26.5K
CBT
105
Crews Bank & Trust
Florida
$18.7K
SS
106
SBI Securities
Japan
$12K -$2.3K -43 -16%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$11K -$28.4K -570 -72%
SL
108
Salomon & Ludwin
Virginia
$9.42K +$9.42K +176 New
HFS
109
Horizon Financial Services
North Carolina
$6.05K
CFO
110
Capitol Family Office
Oregon
$5.3K +$5.3K +99 New
GEA
111
Glen Eagle Advisors
New Jersey
$2.03K
NEWAS
112
N.E.W. Advisory Services
Wisconsin
$1.18K +$1.18K +22 New
SSIM
113
Sheets Smith Investment Management
Texas
-$6.43M -113,774 Closed
SSWM
114
Sheets Smith Wealth Management
North Carolina
-$2.63M -46,484 Closed
PI
115
PineBridge Investments
New York
-$1.2M -21,264 Closed
Prudential Financial
116
Prudential Financial
New Jersey
-$762K -13,500 Closed
Creative Planning
117
Creative Planning
Kansas
-$264K -4,670 Closed
MML Investors Services
118
MML Investors Services
Massachusetts
-$216K -3,829 Closed
HWM
119
Horizon Wealth Management
Illinois
-$207K -3,665 Closed
FHA
120
Flagship Harbor Advisors
Massachusetts
-$207K -3,658 Closed
Comerica Bank
121
Comerica Bank
Texas
-$87.2K -1,544 Closed
HI
122
Human Investing
Oregon
-$38.6K -684 Closed
PCWA
123
Pacific Capital Wealth Advisors
California
-$23.7K -419 Closed
EB
124
Eastern Bank
Massachusetts
-$14.3K -253 Closed
FHA
125
First Horizon Advisors
Tennessee
-$78 -1 Closed