We are live on ! Find out more
SPYX icon

State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX

86 hedge funds and large institutions have $145M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

12% more funds holding

Funds holding: 77 → 86 (+9)

0.13% more ownership

Funds ownership: 107.16% → 107.29% (+0.13%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

44% less capital invested

Capital invested by funds: $259M → $145M (-$115M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $256M

Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
35
Reduced
18
Closed
6
Calls
–
Puts
$256M
Net Calls
-$256M
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Choate Investment Advisors
Massachusetts
+$21M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.04M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.58M
4
LSAG
Lake Street Advisors Group
New Hampshire
+$4.13M
5
LPL Financial
LPL Financial
California
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
CCP
Cunning Capital Partners
North Carolina
-$124M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
-$14.7M
3
B
Bailard
California
-$796K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$545K
5
ACP
Ashfield Capital Partners
California
-$487K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Arjuna Capital
North Carolina
$761K +$126K +5,028 +16%
SCM
27
Stonehearth Capital Management
Massachusetts
$727K -$250K -9,981 -23%
MSA
28
Marino Stram & Associates
Massachusetts
$704K +$262K +10,467 +46%
PFA
29
Pathway Financial Advisors
Vermont
$689K -$22.5K -900 -3%
AA
30
Alesco Advisors
New York
$688K +$62K +2,475 +8%
TCOV
31
Trust Company of Vermont
Vermont
$639K -$35.7K -1,425 -5%
SEI Investments
32
SEI Investments
Pennsylvania
$634K +$49.8K +1,989 +7%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$630K +$742K +29,604 New
RIS
34
Retirement Income Solutions
Michigan
$623K +$142K +5,685 +24%
HGWM
35
Horst & Graben Wealth Management
Oregon
$611K +$719K +28,698 New
Osaic Holdings
36
Osaic Holdings
Arizona
$579K +$12.2M +485,973 New
SW
37
SVB Wealth
Massachusetts
$555K – – –
PMG
38
ProVise Management Group
Florida
$555K +$3.68K +147 +0.6%
OC
39
Oppenheimer & Co
New York
$455K +$536K +21,390 New
PAG
40
Private Advisor Group
New Jersey
$439K +$31.5K +1,257 +6%
MML Investors Services
41
MML Investors Services
Massachusetts
$416K +$97K +3,873 +25%
HighTower Advisors
42
HighTower Advisors
Illinois
$383K +$124K +4,935 +38%
WCF
43
West Coast Financial
California
$382K -$90.8K -3,624 -17%
Wells Fargo
44
Wells Fargo
California
$374K +$52.9K +2,112 +14%
B
45
Bailard
California
$367K -$796K -31,755 -65%
UCFA
46
United Capital Financial Advisors
Texas
$351K +$2.63K +105 +0.6%
PFM
47
Parsec Financial Management
North Carolina
$345K – – –
HCP
48
Holt Capital Partners
Texas
$332K – – –
FLPIM
49
F.L. Putnam Investment Management
Massachusetts
$328K +$386K +15,399 New
AIP
50
Ameritas Investment Partners
Nebraska
$321K +$40.9K +1,632 +12%
1
2
3 4

SPYX Hedge Fund Activity: Q1 2020 in Review

86 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q1 2020, worth a combined $145M — down 44% from $259M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SPYX positions and 6 closed out — a net gain of 11 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was Choate Investment Advisors, adding an estimated $21M. The largest seller was Cunning Capital Partners, exiting entirely with an estimated $124M sold.

  • 86 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2020, up from 77 in Q4 2019.
  • Funds reported $145M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2020, down 44% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2020 and 6 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2020 was Choate Investment Advisors, an estimated $21M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2020 was Cunning Capital Partners, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2020.