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State Street SPDR S&P 500 ESG ETF

30 hedge funds and large institutions have $75.5M invested in State Street SPDR S&P 500 ESG ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more capital invested

Capital invested by funds: $17.7M → $75.5M (+$57.8M)

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

100% more funds holding

Funds holding: 1530 (+15)

11.34% more ownership

Funds ownership: 5.45%16.79% (+11%)

Holders
30
Holders Change
+15
Holders Change %
+100%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
11
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$34.9M +$33.7M +771,136 New
LPL Financial
2
LPL Financial
California
$6.86M +$34K +778 +0.5%
MWM
3
Merriman Wealth Management
Washington
$5.02M +$4.84M +110,927 New
FHA
4
Flagship Harbor Advisors
Massachusetts
$3.83M +$1.9M +43,502 +106%
RJA
5
Raymond James & Associates
Florida
$3.64M +$1.94M +44,513 +124%
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$3.38M +$641K +14,678 +24%
BEC
7
Blue Edge Capital
Virginia
$3.04M +$2.93M +67,151 New
PI
8
PFS Investments
Georgia
$3.04M +$2.93M +67,036 New
Jane Street
9
Jane Street
New York
$2.64M +$1.76M +40,327 +225%
RCS
10
Retirement Capital Strategies
California
$1.86M -$2.31K -53 -0.1%
Citadel Advisors
11
Citadel Advisors
Florida
$1.07M +$598K +13,705 +139%
BWM
12
BerganKDV Wealth Management
Minnesota
$785K +$146K +3,335 +24%
SAS
13
Sage Advisory Services
Texas
$733K +$706K +16,181 New
KFGK
14
Keystone Financial Group (Kentucky)
Kentucky
$677K -$9.86K -226 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$633K +$579K +13,263 +1,887%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$551K +$531K +12,170 New
Goldman Sachs
17
Goldman Sachs
New York
$411K -$1.2M -27,433 -75%
TRCT
18
Tower Research Capital (TRC)
New York
$402K +$10.4K +239 +3%
NYLIM
19
New York Life Investment Management
New York
$375K +$362K +8,287 New
OA
20
Operose Advisors
Wisconsin
$360K +$347K +7,940 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$303K +$292K +6,689 New
RJT
22
Raymond James Trust
Florida
$301K +$290K +6,653 New
BAM
23
Brave Asset Management
New Jersey
$292K +$32K +734 +13%
SI
24
Stephens Inc
Arkansas
$213K +$205K +4,700 New
Bank of America
25
Bank of America
North Carolina
$93K +$22.7K +521 +34%