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SPDR S&P 500 ESG ETF

78 hedge funds and large institutions have $150M invested in SPDR S&P 500 ESG ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 4 closing their positions.

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
33
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BOI
1
Bank of Italy
Italy
$32M 771,136
IWC
2
Integrated Wealth Concepts
Massachusetts
$21.6M 521,253 +10,779 +2%
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$14.6M 351,685 +11,526 +3%
KOC
4
Koss-Olinger Consulting
Florida
$9.62M 231,762 +104,913 +83%
Principal Financial Group
5
Principal Financial Group
Iowa
$7.61M 183,449 +77,656 +73%
LPL Financial
6
LPL Financial
California
$6.55M 157,968 -13,995 -8%
RCS
7
Retirement Capital Strategies
California
$5.11M 123,255 -49,975 -29%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.96M 95,473 +95,473 New
Financial Engines Advisors
9
Financial Engines Advisors
California
$3.22M 77,651 +5,899 +8%
GI
10
Gradient Investments
Minnesota
$2.9M 69,817 -1,151 -2%
BEC
11
Blue Edge Capital
Virginia
$2.54M 61,156 +725 +1%
OCM
12
One Capital Management
California
$2.5M 60,222 +3,190 +6%
AI
13
Atria Investments
North Carolina
$2.3M 55,408 +8,613 +18%
PI
14
PineBridge Investments
New York
$2.21M 53,337 -13,325 -20%
Corient Private Wealth
15
Corient Private Wealth
Florida
$2.11M 50,746 +15 +0%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.72M 41,402 +13,631 +49%
FHA
17
Flagship Harbor Advisors
Massachusetts
$1.52M 36,661 -10,649 -23%
ACM
18
Armbruster Capital Management
New York
$1.48M 35,750 -25 -0.1%
Mariner
19
Mariner
Kansas
$1.41M 33,869 +9,236 +37%
NYLIM
20
New York Life Investment Management
New York
$1.4M 33,840 -4,109 -11%
RJA
21
Raymond James & Associates
Florida
$1.39M 33,482 -827 -2%
Creative Planning
22
Creative Planning
Kansas
$1.34M 32,396 +32,396 New
PAG
23
Private Advisor Group
New Jersey
$1.27M 30,524 +4,058 +15%
UFA
24
US Financial Advisors
Massachusetts
$1.17M 28,170 +2,027 +8%
EH
25
Equitable Holdings
New York
$1.02M 24,679 +24,679 New