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SPDR S&P 500 ESG ETF

59 hedge funds and large institutions have $125M invested in SPDR S&P 500 ESG ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
23
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IWC
1
Integrated Wealth Concepts
Massachusetts
$29M 790,751 +20,356 +3%
BOI
2
Bank of Italy
Italy
$28.3M 771,136
LPL Financial
3
LPL Financial
California
$16.9M 461,792 +135,665 +42%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$5.85M 158,938 +34,198 +27%
KOC
5
Koss-Olinger Consulting
Florida
$4.65M 126,849 +126,849 New
FHA
6
Flagship Harbor Advisors
Massachusetts
$3.85M 104,899 -5,508 -5%
PI
7
PFS Investments
Georgia
$3.84M 104,746 -66,663 -39%
RCS
8
Retirement Capital Strategies
California
$3.49M 95,319 +95,319 New
GI
9
Gradient Investments
Minnesota
$3.17M 86,596 -20,744 -19%
BEC
10
Blue Edge Capital
Virginia
$2.5M 68,162 +1,347 +2%
GG
11
Gofen & Glossberg
Illinois
$1.86M 50,731 -190 -0.4%
Corient Private Wealth
12
Corient Private Wealth
Florida
$1.86M 50,731 +50,731 New
Financial Engines Advisors
13
Financial Engines Advisors
California
$1.38M 37,743 +5,806 +18%
RJA
14
Raymond James & Associates
Florida
$1.21M 33,138 -763 -2%
ACM
15
Armbruster Capital Management
New York
$1.06M 28,800 +3,825 +15%
UFA
16
US Financial Advisors
Massachusetts
$995K 27,135 +27,135 New
SWP
17
Stratos Wealth Partners
Ohio
$995K 27,134 +13,105 +93%
Osaic Holdings
18
Osaic Holdings
Arizona
$953K 25,998 +1,597 +7%
Goldman Sachs
19
Goldman Sachs
New York
$866K 23,632 +14,001 +145%
KWM
20
Kingsview Wealth Management
Oregon
$789K 21,529 -2,365 -10%
SAS
21
Sage Advisory Services
Texas
$784K 21,379 -12,302 -37%
Mariner
22
Mariner
Kansas
$723K 19,725 +19,725 New
BWM
23
BerganKDV Wealth Management
Minnesota
$717K 19,571 +1,584 +9%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$659K 17,966 +17,966 New
HighTower Advisors
25
HighTower Advisors
Illinois
$642K 17,523 +1,350 +8%