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

165 hedge funds and large institutions have $559M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 30

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

5.28% more ownership

Funds ownership: 155.45%160.73% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 166165 (-1)

3% less capital invested

Capital invested by funds: $574M → $559M (-$14.8M)

Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
64
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$3.56M -$1.01M -32,583 -22%
Bank of America
27
Bank of America
North Carolina
$3.48M +$156K +5,028 +5%
FDCC
28
Foster Dykema Cabot & Co
Massachusetts
$3.39M +$454K +14,607 +15%
TI
29
Tidal Investments
Wisconsin
$3.24M
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$3.23M +$1.03K +33 +0%
IFWM
31
Institute for Wealth Management
Colorado
$3.17M -$260K -8,364 -8%
HI
32
Harbour Investments
Wisconsin
$3.17M +$436K +14,031 +16%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$3.1M -$769K -24,756 -20%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.95M -$5.41M -174,024 -65%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.78M +$31K +999 +1%
SCM
36
Stonehearth Capital Management
Massachusetts
$2.63M +$81.5K +2,622 +3%
Morgan Stanley
37
Morgan Stanley
New York
$2.54M +$523K +16,836 +26%
Jane Street
38
Jane Street
New York
$2.41M +$2.14M +68,775 +781%
MIA
39
Milestone Investment Advisors
Wisconsin
$2.36M +$2.36M +75,984 New
JWM
40
JFG Wealth Management
Colorado
$2.3M +$139K +4,488 +6%
FCM
41
Fortis Capital Management
Washington
$2.28M +$371K +11,946 +19%
GT
42
Glenmede Trust
Pennsylvania
$2.27M
IRAG
43
Investment Research & Advisory Group
Georgia
$2.04M +$88.9K +2,862 +22%
Goldman Sachs
44
Goldman Sachs
New York
$1.91M
Truist Financial
45
Truist Financial
North Carolina
$1.84M -$5.57M -179,088 -75%
FLPIM
46
F.L. Putnam Investment Management
Massachusetts
$1.78M -$80.5K -2,589 -4%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.66M +$914K +29,397 +54%
PA
48
PFG Advisors
Arizona
$1.63M -$108K -3,468 -6%
ACA
49
Affinity Capital Advisors
California
$1.39M -$13.1K -420 -0.9%
OPW
50
Oxler Private Wealth
New York
$1.38M +$184K +5,928 +15%

SPYX Hedge Fund Activity: Q4 2022 in Review

165 of the 6,221 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 2022, worth a combined $559M — down 2.6% from $574M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPYX positions and 14 closed out — a net gain of 5 holders — while 64 added to existing stakes and 30 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $21.1M. The largest seller was Truist Financial, cutting an estimated $5.57M.

  • 165 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2022, down from 166 in Q3 2022.
  • Funds reported $559M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2022 and 14 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2022 was Kestra Advisory Services, an estimated $21.1M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2022 was Truist Financial, an estimated $5.57M sold.

Based on aggregated 13F filings for Q4 2022.