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

172 hedge funds and large institutions have $641M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 32

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

46% more capital invested

Capital invested by funds: $439M → $641M (+$202M)

25.49% more ownership

Funds ownership: 111.92%137.41% (+25%)

7% more funds holding

Funds holding: 161172 (+11)

Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
2.65%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
26
Increased
68
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$4.21M +$2.27M +59,970 +127%
IFWM
27
Institute for Wealth Management
Colorado
$4.05M +$449K +11,865 +13%
EVC
28
Eidelman Virant Capital
Missouri
$3.72M +$506K +13,362 +133%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.7M +$455K +12,024 +15%
FDCC
30
Foster Dykema Cabot & Co
Massachusetts
$3.5M +$189K +4,989 +6%
HI
31
Harbour Investments
Wisconsin
$3.48M -$93.4K -2,466 -3%
Ameriprise
32
Ameriprise
Minnesota
$3.4M +$223K +5,892 +7%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.11M +$71.8K +1,896 +2%
Morgan Stanley
34
Morgan Stanley
New York
$2.92M +$1.49M +39,303 +112%
Citadel Advisors
35
Citadel Advisors
Florida
$2.91M +$2.81M +74,262 New
APA
36
Astoria Portfolio Advisors
New York
$2.77M +$2.68M +70,638 New
Stifel Financial
37
Stifel Financial
Missouri
$2.75M +$2.13M +56,340 +411%
JWM
38
JFG Wealth Management
Colorado
$2.66M +$91.8K +2,424 +4%
ACA
39
Affinity Capital Advisors
California
$2.6M -$192K -5,067 -7%
SCM
40
Stonehearth Capital Management
Massachusetts
$2.6M -$337K -8,907 -12%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.58M +$71.9K +1,899 +3%
Cerity Partners
42
Cerity Partners
New York
$2.45M +$2.86M +75,420 +121%
PA
43
PFG Advisors
Arizona
$2.38M +$94.9K +2,505 +4%
IRAG
44
Investment Research & Advisory Group
Georgia
$2.37M -$13.4K -354 -2%
B
45
Bailard
California
$2.34M +$186K +4,917 +9%
GT
46
Glenmede Trust
Pennsylvania
$2.33M +$400K +10,569 +22%
FLPIM
47
F.L. Putnam Investment Management
Massachusetts
$2.08M +$289K +7,638 +17%
MWM
48
Modera Wealth Management
New Jersey
$2.03M -$157K -4,137 -7%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.99M +$54.1K +1,428 +3%
Osaic Holdings
50
Osaic Holdings
Arizona
$1.94M +$18.5K +489 +1%

SPYX Hedge Fund Activity: Q4 2021 in Review

172 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q4 2021, worth a combined $641M — up 46% from $439M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SPYX positions and 15 closed out — a net gain of 11 holders — while 68 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $35.5M. The largest seller was Choate Investment Advisors, cutting an estimated $1.82M.

  • 172 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2021, up from 161 in Q3 2021.
  • Funds reported $641M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2021, up 46% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2021 and 15 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $35.5M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2021 was Choate Investment Advisors, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2021.