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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

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 33

5% more funds holding

Funds holding: 115121 (+6)

0.09% more ownership

Funds ownership: 30.34%30.43% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $356M → $349M (-$6.49M)

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
54
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
101
Ameriprise
Minnesota
$211K +$208K +3,192 New
Morgan Stanley
102
Morgan Stanley
New York
$210K -$1.5M -23,000 -88%
FHA
103
Flagship Harbor Advisors
Massachusetts
$204K -$24.5K -376 -11%
WFA
104
Wells Financial Advisors
Massachusetts
$173K
KAS
105
Kestra Advisory Services
Texas
$165K +$162K +2,488 New
VNA
106
Valley National Advisers
Pennsylvania
$123K
TCM
107
Tradewinds Capital Management
Washington
$104K
UBS Group
108
UBS Group
Switzerland
$74.3K +$73K +1,123 New
MIA
109
Milestone Investment Advisors
Wisconsin
$67.3K +$12.8K +197 +24%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$65K +$195 +3 +0.3%
RF
111
Rossby Financial
Florida
$60.1K +$21.6K +332 +58%
US Bancorp
112
US Bancorp
Minnesota
$44.5K
AF
113
Advisornet Financial
Minnesota
$41.7K +$130 +2 +0.3%
Citigroup
114
Citigroup
New York
$32.7K +$32.2K +495 New
AC
115
AlphaCore Capital
California
$19.8K +$19.5K +300 New
IPS
116
Investors Portfolio Services
Washington
$16.5K +$16.2K +249 New
SS
117
SBI Securities
Japan
$15.1K -$1.5K -23 -9%
SL
118
Salomon & Ludwin
Virginia
$11.7K
HFS
119
Horizon Financial Services
North Carolina
$7.47K
CFO
120
Capitol Family Office
Oregon
$6.22K -$325 -5 -5%
GWM
121
Geneos Wealth Management
Colorado
$4.3K
KFAS
122
Keating Financial Advisory Services
Kansas
$463 +$455 +7 New
PPFA
123
Provida Pension Fund Administrator
Chile
-$31.6M -497,472 Closed
Two Sigma Investments
124
Two Sigma Investments
New York
-$2.98M -46,800 Closed
Citadel Advisors
125
Citadel Advisors
Florida
-$1.62M -25,525 Closed