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

166 hedge funds and large institutions have $574M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.55% less ownership

Funds ownership: 157.99%155.45% (-2.5%)

8% less capital invested

Capital invested by funds: $622M → $574M (-$47.7M)

8% less funds holding

Funds holding: 181166 (-15)

75% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 20

Holders
166
Holders Change
-15
Holders Change %
-8.29%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
5
Increased
65
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
Gould Asset Management
California
$4.12M +$579K +17,910 +14%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$3.61M +$247K +7,635 +7%
IFWM
28
Institute for Wealth Management
Colorado
$3.2M +$165K +5,109 +5%
Bank of America
29
Bank of America
North Carolina
$3.11M -$8.93M -276,024 -72%
TI
30
Tidal Investments
Wisconsin
$3.03M
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$3.01M -$629K -19,464 -16%
Wells Fargo
32
Wells Fargo
California
$2.89M +$301K +9,312 +10%
FDCC
33
Foster Dykema Cabot & Co
Massachusetts
$2.74M
HI
34
Harbour Investments
Wisconsin
$2.7M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.56M +$180K +5,580 +7%
SCM
36
Stonehearth Capital Management
Massachusetts
$2.38M +$191K +5,916 +8%
GT
37
Glenmede Trust
Pennsylvania
$2.12M
JWM
38
JFG Wealth Management
Colorado
$2.01M
Morgan Stanley
39
Morgan Stanley
New York
$1.88M +$144K +4,446 +7%
Goldman Sachs
40
Goldman Sachs
New York
$1.78M +$305K +9,420 +18%
FCM
41
Fortis Capital Management
Washington
$1.78M +$307K +9,507 +18%
FLPIM
42
F.L. Putnam Investment Management
Massachusetts
$1.74M +$27.9K +864 +1%
PA
43
PFG Advisors
Arizona
$1.62M +$64K +1,980 +4%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.57M -$91.9K -2,841 -5%
IRAG
45
Investment Research & Advisory Group
Georgia
$1.56M -$32.8K -1,014 -7%
ACA
46
Affinity Capital Advisors
California
$1.31M -$63.3K -1,956 -4%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.23M -$24.2K -747 -2%
OPW
48
Oxler Private Wealth
New York
$1.12M +$29.5K +912 +2%
HDIM
49
Hanson & Doremus Investment Management
Vermont
$1.12M -$114K -3,516 -8%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$1.07M

SPYX Hedge Fund Activity: Q3 2022 in Review

166 of the 5,805 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 2022, worth a combined $574M — down 7.7% from $622M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SPYX and 5 opened new positions — a net loss of 15 holders — while 41 trimmed existing stakes and 65 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $4.9M. The largest seller was Windmill Hill Asset Management, cutting an estimated $14.7M.

  • 166 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2022, down from 181 in Q2 2022.
  • Funds reported $574M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2022 and 20 closed out, a net change of -15 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2022 was Partners Capital Investment Group, an estimated $4.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2022 was Windmill Hill Asset Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2022.