We are live on ! Find out more
EFIV icon

State Street SPDR S&P 500 ESG ETF

115 hedge funds and large institutions have $356M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $331M → $356M (+$24.2M)

2% more funds holding

Funds holding: 113115 (+2)

1.16% more ownership

Funds ownership: 29.18%30.34% (+1.2%)

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
1.51%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
47
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$49M
PPFA
2
Provida Pension Fund Administrator
Chile
$31.6M -$24.3M -398,100 -44%
FNWM
3
Financial Network Wealth Management
Utah
$31M +$28.9M +474,179 New
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$24.7M +$564K +9,242 +2%
KOC
5
Koss-Olinger Consulting
Florida
$24.2M
LPL Financial
6
LPL Financial
California
$20.6M +$360K +5,896 +2%
TF
7
Tompkins Financial
New York
$18.4M +$1.6M +26,244 +10%
SWA
8
SOA Wealth Advisors
New York
$12.6M +$311K +5,108 +3%
LWP
9
Laurel Wealth Planning
Minnesota
$10.8M -$453K -7,426 -4%
RCS
10
Retirement Capital Strategies
California
$10.7M -$444K -7,289 -4%
Principal Financial Group
11
Principal Financial Group
Iowa
$9.79M -$3.61M -59,123 -28%
PAG
12
Private Advisor Group
New Jersey
$9.58M -$70.6K -1,157 -0.8%
BEC
13
Blue Edge Capital
Virginia
$6.35M +$177K +2,899 +3%
IWC
14
Integrated Wealth Concepts
Massachusetts
$5.93M +$171K +2,807 +3%
Financial Engines Advisors
15
Financial Engines Advisors
California
$5.57M +$51.2K +839 +1%
EH
16
Equitable Holdings
New York
$3.7M +$1.31M +21,503 +59%
GI
17
Gradient Investments
Minnesota
$3.45M -$45.5K -746 -1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.44M -$109K -1,782 -3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.11M +$104K +1,711 +4%
Two Sigma Investments
20
Two Sigma Investments
New York
$2.98M -$5.09M -83,400 -64%
Raymond James Financial
21
Raymond James Financial
Florida
$2.93M +$88K +1,443 +3%
Goldman Sachs
22
Goldman Sachs
New York
$2.6M +$756K +12,398 +44%
Bank of America
23
Bank of America
North Carolina
$2.42M -$337K -5,523 -13%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.37M +$481K +7,885 +27%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.18M -$145K -2,377 -6%