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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

74 hedge funds and large institutions have $174M invested in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

7% more funds holding

Funds holding: 6974 (+5)

2% less capital invested

Capital invested by funds: $178M → $174M (-$4.09M)

2.3% less ownership

Funds ownership: 66.87%64.57% (-2.3%)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
35
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$53M +$2.53M +61,562 +5%
LSAG
2
Lake Street Advisors Group
New Hampshire
$25.5M -$5.88M -143,271 -19%
GAM
3
Gemmer Asset Management
California
$13.7M +$1.38M +33,679 +11%
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$10.3M +$924K +22,536 +10%
LWIC
5
Leith Wheeler Investment Counsel
British Columbia, Canada
$9.25M
LPL Financial
6
LPL Financial
California
$6.41M -$252K -6,138 -4%
MMA
7
Miracle Mile Advisors
California
$6.34M +$113K +2,763 +2%
SEI Investments
8
SEI Investments
Pennsylvania
$4.95M -$269K -6,550 -5%
B
9
Bailard
California
$4.55M -$111K -2,704 -2%
Bank of America
10
Bank of America
North Carolina
$4.49M +$776K +18,924 +21%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$3.97M
Cerity Partners
12
Cerity Partners
New York
$3.8M -$22.2K -541 -0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.22M -$21.7K -529 -1%
IFWM
14
Institute for Wealth Management
Colorado
$1.93M +$98K +2,389 +5%
BPA
15
Beacon Pointe Advisors
California
$1.83M +$24.6K +600 +1%
GS
16
GTS Securities
New York
$1.3M +$1.31M +31,986 New
HI
17
Harbour Investments
Wisconsin
$1.22M +$73.3K +1,788 +6%
AM
18
AGF Management
Ontario, Canada
$1.15M +$86.1K +2,100 +8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.08M +$149K +3,624 +16%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1.05M +$580K +14,133 +122%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$914K +$627K +15,291 +215%
APA
22
Astoria Portfolio Advisors
New York
$757K +$196K +4,776 +35%
CTA
23
Camelot Technology Advisors
California
$739K +$4.88K +119 +0.7%
JP Morgan Chase
24
JP Morgan Chase
New York
$735K +$45.4K +1,108 +7%
OFG
25
Oxford Financial Group
Indiana
$726K -$20.2K -493 -3%