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State Street SPDR S&P 500 ESG ETF

121 hedge funds and large institutions have $349M invested in State Street SPDR S&P 500 ESG ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 33

5% more funds holding

Funds holding: 115121 (+6)

0.09% more ownership

Funds ownership: 30.34%30.43% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $356M → $349M (-$6.49M)

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
54
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$51M
FNWM
2
Financial Network Wealth Management
Utah
$32.3M +$877K +13,487 +3%
KOC
3
Koss-Olinger Consulting
Florida
$27M -$339K -5,220 -1%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$26.1M +$339K +5,214 +1%
LPL Financial
5
LPL Financial
California
$21.7M +$280K +4,307 +1%
TF
6
Tompkins Financial
New York
$19.1M -$124K -1,903 -0.7%
SWA
7
SOA Wealth Advisors
New York
$13.3M +$186K +2,865 +1%
LWP
8
Laurel Wealth Planning
Minnesota
$10.6M -$637K -9,787 -6%
RCS
9
Retirement Capital Strategies
California
$10.5M -$617K -9,483 -6%
Principal Financial Group
10
Principal Financial Group
Iowa
$10.2M
PAG
11
Private Advisor Group
New Jersey
$10M +$69.7K +1,071 +0.7%
GH
12
GAM Holding
Switzerland
$10M +$9.85M +151,430 New
BEC
13
Blue Edge Capital
Virginia
$6.7M +$86.1K +1,324 +1%
Financial Engines Advisors
14
Financial Engines Advisors
California
$6.25M +$445K +6,837 +8%
IWC
15
Integrated Wealth Concepts
Massachusetts
$5.54M -$617K -9,480 -10%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.78M +$194K +2,978 +5%
GI
17
Gradient Investments
Minnesota
$3.77M +$181K +2,778 +5%
EH
18
Equitable Holdings
New York
$3.63M -$210K -3,223 -6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.26M +$16.5K +254 +0.5%
Raymond James Financial
20
Raymond James Financial
Florida
$3.16M +$111K +1,711 +4%
Bank of America
21
Bank of America
North Carolina
$2.52M -$5.14K -79 -0.2%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.25M -$16.7K -257 -0.7%
LFG
23
Larson Financial Group
Missouri
$2.18M +$527K +8,099 +33%
ACM
24
Armbruster Capital Management
New York
$2.1M +$520 +8 +0%
Corient Private Wealth
25
Corient Private Wealth
Florida
$2.1M +$1.16M +17,761 +127%