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SPDR S&P 500 ESG ETF

63 hedge funds and large institutions have $127M invested in SPDR S&P 500 ESG ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
23
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IWC
1
Integrated Wealth Concepts
Massachusetts
$32.7M 830,453 +39,702 +5%
BOI
2
Bank of Italy
Italy
$30.4M 771,136
LPL Financial
3
LPL Financial
California
$9.35M 237,136 -224,656 -49%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$7.06M 179,098 +20,160 +13%
KOC
5
Koss-Olinger Consulting
Florida
$5M 126,849
PI
6
PFS Investments
Georgia
$4.19M 106,107 +1,361 +1%
Principal Financial Group
7
Principal Financial Group
Iowa
$3.28M 83,133 +73,059 +725%
GI
8
Gradient Investments
Minnesota
$3.06M 77,490 -9,106 -11%
Financial Engines Advisors
9
Financial Engines Advisors
California
$2.46M 62,324 +24,581 +65%
BEC
10
Blue Edge Capital
Virginia
$2.45M 62,150 -6,012 -9%
Corient Private Wealth
11
Corient Private Wealth
Florida
$2M 50,731
FHA
12
Flagship Harbor Advisors
Massachusetts
$1.9M 48,278 -56,621 -54%
OFG
13
OmniStar Financial Group
North Carolina
$1.4M 35,471 +35,471 New
ACM
14
Armbruster Capital Management
New York
$1.37M 34,650 +5,850 +20%
RJA
15
Raymond James & Associates
Florida
$1.32M 33,578 +440 +1%
Goldman Sachs
16
Goldman Sachs
New York
$1.17M 29,588 +5,956 +25%
UFA
17
US Financial Advisors
Massachusetts
$1.17M 29,549 +2,414 +9%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.02M 25,918 -80 -0.3%
SAS
19
Sage Advisory Services
Texas
$867K 22,001 +622 +3%
Mariner
20
Mariner
Kansas
$833K 21,126 +1,401 +7%
SWP
21
Stratos Wealth Partners
Ohio
$829K 21,033 -6,101 -22%
PAG
22
Private Advisor Group
New Jersey
$817K 20,709 -531 -3%
BWM
23
BerganKDV Wealth Management
Minnesota
$773K 19,602 +31 +0.2%
ZIG
24
Zurich Insurance Group
Switzerland
$717K 18,140 +6,240 +52%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$695K 17,637 -329 -2%