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State Street SPDR S&P 500 ESG ETF

115 hedge funds and large institutions have $356M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $331M → $356M (+$24.2M)

2% more funds holding

Funds holding: 113115 (+2)

1.16% more ownership

Funds ownership: 29.18%30.34% (+1.2%)

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.51%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
47
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$124K -$2.7M -44,295 -96%
VNA
102
Valley National Advisers
Pennsylvania
$119K
TCM
103
Tradewinds Capital Management
Washington
$99.6K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$62.3K -$3.6K -59 -6%
MIA
105
Milestone Investment Advisors
Wisconsin
$52.1K +$183 +3 +0.4%
US Bancorp
106
US Bancorp
Minnesota
$42.7K
AF
107
Advisornet Financial
Minnesota
$39.9K +$122 +2 +0.3%
RF
108
Rossby Financial
Florida
$36.8K +$35.1K +576 New
HI
109
Harbour Investments
Wisconsin
$31.5K
CBT
110
Crews Bank & Trust
Florida
$22.3K
SS
111
SBI Securities
Japan
$16K -$9.63K -158 -39%
SL
112
Salomon & Ludwin
Virginia
$11.3K
HFS
113
Horizon Financial Services
North Carolina
$7.19K
CFO
114
Capitol Family Office
Oregon
$6.29K
GWM
115
Geneos Wealth Management
Colorado
$4.13K
GWSG
116
GPS Wealth Strategies Group
Colorado
$2.54K +$610 +10 +33%
FPCP
117
Fort Point Capital Partners
California
-$739K -12,617 Closed
TRCT
118
Tower Research Capital (TRC)
New York
-$557K -9,512 Closed
CC
119
Chicago Capital
Illinois
-$472K -8,067 Closed
FAFN
120
First Affirmative Financial Network
Colorado
-$256K -4,370 Closed
SPC
121
Sigma Planning Corp
Michigan
-$236K -4,029 Closed
MYIA
122
Mount Yale Investment Advisors
Colorado
-$64.9K -1,109 Closed
GWANC
123
Guardian Wealth Advisors (North Carolina)
North Carolina
-$49.8K -850 Closed
UBS Group
124
UBS Group
Switzerland
-$7.38K -126 Closed
GEA
125
Glen Eagle Advisors
New Jersey
-$2.23K -38 Closed