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

180 hedge funds and large institutions have $663M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

3% more funds holding

Funds holding: 174 → 180 (+6)

1.15% less ownership

Funds ownership: 50.39% → 49.25% (-1.1%)

5% less capital invested

Capital invested by funds: $699M → $663M (-$35.3M)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

Holders
180
Holders Change
+6
Holders Change %
+3.45%
% of All Funds
2.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
18
Increased
53
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFO
Pathstone Family Office
New Jersey
+$12.3M
2
SH
Svenska Handelsbanken
Sweden
+$5.71M
3
Morgan Stanley
Morgan Stanley
New York
+$2.48M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$2.27M
5
EH
Equitable Holdings
New York
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
CIA
Choate Investment Advisors
Massachusetts
-$13M
2
LPL Financial
LPL Financial
California
-$5.93M
3
Cerity Partners
Cerity Partners
New York
-$2.25M
4
Mariner
Mariner
Kansas
-$1.18M
5
IMC Chicago
IMC Chicago
Illinois
-$975K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$4.02M -$2.25M -62,116 -35%
FDCC
27
Foster Dykema Cabot & Co
Massachusetts
$3.86M – – –
HI
28
Harbour Investments
Wisconsin
$3.5M -$290 -8 -0%
UBS Group
29
UBS Group
Switzerland
$3.47M -$10.9K -301 -0.3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.37M -$9.86K -272 -0.3%
SCM
31
Stonehearth Capital Management
Massachusetts
$2.93M +$39.5K +1,091 +1%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.83M -$144K -3,966 -5%
Osaic Holdings
33
Osaic Holdings
Arizona
$2.7M -$119K -3,288 -4%
FCM
34
Fortis Capital Management
Washington
$2.68M +$406K +11,195 +17%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$2.53M -$25.5K -704 -1%
GT
36
Glenmede Trust
Pennsylvania
$2.53M – – –
Goldman Sachs
37
Goldman Sachs
New York
$2.53M +$249K +6,870 +10%
MIA
38
Milestone Investment Advisors
Wisconsin
$2.52M -$128K -3,540 -5%
JWM
39
JFG Wealth Management
Colorado
$2.35M -$36.3K -1,001 -1%
FLPIM
40
F.L. Putnam Investment Management
Massachusetts
$2.27M +$10.4K +288 +0.4%
EH
41
Equitable Holdings
New York
$1.91M +$1.99M +54,970 New
Truist Financial
42
Truist Financial
North Carolina
$1.83M -$70.6K -1,949 -4%
Citadel Advisors
43
Citadel Advisors
Florida
$1.79M +$1.14M +31,439 +156%
Creative Planning
44
Creative Planning
Kansas
$1.7M +$900K +24,828 +103%
PA
45
PFG Advisors
Arizona
$1.69M -$84.8K -2,339 -5%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$1.67M -$50.9K -1,405 -3%
MWM
47
Modera Wealth Management
New Jersey
$1.62M +$211K +5,837 +14%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.57M +$118K +3,267 +8%
IRAG
49
Investment Research & Advisory Group
Georgia
$1.44M -$36 -1 -0%
Wells Fargo
50
Wells Fargo
California
$1.4M -$102K -2,821 -7%
1
2
3 4 5

SPYX Hedge Fund Activity: Q3 2023 in Review

180 of the 6,301 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 2023, worth a combined $663M — down 5.1% from $699M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 11 closed out — a net gain of 7 holders — while 53 added to existing stakes and 64 trimmed.

The largest buyer was Pathstone Family Office, opening a new position worth an estimated $12.3M. The largest seller was Choate Investment Advisors, cutting an estimated $13M.

  • 180 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2023, up from 174 in Q2 2023.
  • Funds reported $663M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2023 and 11 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2023 was Pathstone Family Office, an estimated $12.3M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2023 was Choate Investment Advisors, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2023.