We are live on ! Find out more
EFIV icon

State Street SPDR S&P 500 ESG ETF

131 hedge funds and large institutions have $361M invested in State Street SPDR S&P 500 ESG ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

113% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 30

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more funds holding

Funds holding: 121131 (+10)

7.56% more ownership

Funds ownership: 30.43%37.99% (+7.6%)

3% more capital invested

Capital invested by funds: $349M → $361M (+$11.3M)

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
1.61%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
19
Increased
64
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$48.6M
FNWM
2
Financial Network Wealth Management
Utah
$32.7M +$2.04M +30,908 +6%
KOC
3
Koss-Olinger Consulting
Florida
$26M +$236K +3,563 +0.9%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$25.4M +$540K +8,176 +2%
LPL Financial
5
LPL Financial
California
$20.3M -$390K -5,893 -2%
TF
6
Tompkins Financial
New York
$19M +$876K +13,255 +5%
AF
7
Allworth Financial
California
$13.8M +$14.3M +216,279 +6,638%
Principal Financial Group
8
Principal Financial Group
Iowa
$11.7M +$2.12M +32,030 +21%
SWA
9
SOA Wealth Advisors
New York
$10.7M -$2.13M -32,152 -16%
LWP
10
Laurel Wealth Planning
Minnesota
$9.97M -$133K -2,015 -1%
RCS
11
Retirement Capital Strategies
California
$9.91M -$115K -1,737 -1%
PAG
12
Private Advisor Group
New Jersey
$7.81M -$1.85M -28,007 -18%
Financial Engines Advisors
13
Financial Engines Advisors
California
$6.19M +$246K +3,723 +4%
BEC
14
Blue Edge Capital
Virginia
$6.08M -$322K -4,875 -5%
IWC
15
Integrated Wealth Concepts
Massachusetts
$5.68M +$419K +6,338 +8%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.01M +$428K +6,480 +11%
Bank of America
17
Bank of America
North Carolina
$3.63M +$1.29M +19,518 +51%
EH
18
Equitable Holdings
New York
$3.63M -$4.3K -65 -0.1%
GI
19
Gradient Investments
Minnesota
$3.53M -$68.1K -1,031 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.36M +$265K +4,006 +8%
B
21
Birchbrook
Maine
$3.03M +$1.28M +19,352 +68%
Raymond James Financial
22
Raymond James Financial
Florida
$2.93M -$83.9K -1,269 -3%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.85M +$737K +11,149 +33%
AF
24
Affiance Financial
Minnesota
$2.81M +$2.95M +44,594 New
MIH
25
Meitav Investment House
Israel
$2.44M +$1.2M +18,100 +84%