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SPDR S&P 500 ESG ETF

34 hedge funds and large institutions have $116M invested in SPDR S&P 500 ESG ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
15
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BOI
1
Bank of Italy
Italy
$33.5M 771,136
IWC
2
Integrated Wealth Concepts
Massachusetts
$30.5M 701,751 +701,751 New
LPL Financial
3
LPL Financial
California
$15.2M 349,316 +197,834 +131%
PI
4
PFS Investments
Georgia
$6.42M 147,744 +80,708 +120%
FHA
5
Flagship Harbor Advisors
Massachusetts
$4.51M 103,823 +19,336 +23%
RJA
6
Raymond James & Associates
Florida
$3.84M 88,348 +8,013 +10%
BEC
7
Blue Edge Capital
Virginia
$2.99M 68,847 +1,696 +3%
RCS
8
Retirement Capital Strategies
California
$2.96M 70,575 +29,446 +72%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.69M 38,940 +26,770 +220%
BWFA
10
Baltimore-Washington Financial Advisors
Maryland
$1.51M 21,380 -53,232 -71%
SAS
11
Sage Advisory Services
Texas
$1.41M 32,387 +16,206 +100%
Goldman Sachs
12
Goldman Sachs
New York
$1.28M 29,411 +20,338 +224%
ACM
13
Armbruster Capital Management
New York
$1.07M 24,725 +24,725 New
Osaic Holdings
14
Osaic Holdings
Arizona
$1.02M 20,078 +6,112 +44%
RIS
15
Retirement Income Solutions
Michigan
$991K 22,835 +22,835 New
Citadel Advisors
16
Citadel Advisors
Florida
$974K 22,436 -1,136 -5%
Financial Engines Advisors
17
Financial Engines Advisors
California
$970K 22,334 +22,334 New
BWM
18
BerganKDV Wealth Management
Minnesota
$778K 17,907 +583 +3%
NYLIM
19
New York Life Investment Management
New York
$737K 16,964 +8,677 +105%
KFGK
20
Keystone Financial Group (Kentucky)
Kentucky
$633K 14,582 -358 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$610K 14,058 +7,369 +110%
Principal Financial Group
22
Principal Financial Group
Iowa
$586K 13,500 +13,500 New
WSWA
23
Warren Street Wealth Advisors
California
$461K 10,624 +10,624 New
OA
24
Operose Advisors
Wisconsin
$346K 7,965 +25 +0.3%
TRCT
25
Tower Research Capital (TRC)
New York
$341K 7,857 -1,019 -11%