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

161 hedge funds and large institutions have $439M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

63% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 35

5% more funds holding

Funds holding: 153161 (+8)

16% less capital invested

Capital invested by funds: $523M → $439M (-$84.7M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23.85% less ownership

Funds ownership: 135.77%111.92% (-24%)

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
18
Increased
57
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.91M +$311K +8,517 +12%
Ameriprise
27
Ameriprise
Minnesota
$2.86M +$242K +6,627 +9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.74M -$951K -26,076 -25%
SCM
29
Stonehearth Capital Management
Massachusetts
$2.66M +$25.9K +711 +1%
ACA
30
Affinity Capital Advisors
California
$2.53M -$224K -6,147 -8%
BOS
31
Bingham Osborn & Scarborough
California
$2.37M -$217K -5,955 -8%
JWM
32
JFG Wealth Management
Colorado
$2.31M -$6.67K -183 -0.3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.26M +$42.1K +1,155 +2%
Cerity Partners
34
Cerity Partners
New York
$2.21M -$191K -5,229 -8%
IRAG
35
Investment Research & Advisory Group
Georgia
$2.2M
Wells Fargo
36
Wells Fargo
California
$2.07M +$188K +5,142 +10%
PA
37
PFG Advisors
Arizona
$2.06M +$325K +8,919 +18%
MWM
38
Modera Wealth Management
New Jersey
$1.98M +$14.7K +402 +0.7%
B
39
Bailard
California
$1.94M
MML Investors Services
40
MML Investors Services
Massachusetts
$1.75M +$75.7K +2,076 +4%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.74M -$4.81K -132 -0.3%
GT
42
Glenmede Trust
Pennsylvania
$1.73M
JMPWA
43
JP Morgan Private Wealth Advisors
California
$1.68M +$278K +7,629 +19%
TI
44
Tidal Investments
Wisconsin
$1.67M
FLPIM
45
F.L. Putnam Investment Management
Massachusetts
$1.61M +$170K +4,662 +11%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$1.52M
HDIM
47
Hanson & Doremus Investment Management
Vermont
$1.49M -$137K -3,753 -8%
EVC
48
Eidelman Virant Capital
Missouri
$1.45M +$23.9K +654 +7%
PCIG
49
Partners Capital Investment Group
Massachusetts
$1.36M +$1.4M +38,490 New
Morgan Stanley
50
Morgan Stanley
New York
$1.24M +$97.7K +2,679 +8%

SPYX Hedge Fund Activity: Q3 2021 in Review

161 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q3 2021, worth a combined $439M — down 16% from $523M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 8 closed out — a net gain of 10 holders — while 57 added to existing stakes and 35 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $10.1M. The largest seller was Choate Investment Advisors, cutting an estimated $12.8M.

  • 161 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2021, up from 153 in Q2 2021.
  • Funds reported $439M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2021, down 16% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2021 and 8 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2021 was Bank of New York Mellon, an estimated $10.1M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2021 was Choate Investment Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2021.