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

194 hedge funds and large institutions have $722M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

37% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 51

9% more capital invested

Capital invested by funds: $663M → $722M (+$58.6M)

8% more funds holding

Funds holding: 180 → 194 (+14)

0.18% less ownership

Funds ownership: 49.25% → 49.06% (-0.18%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
194
Holders Change
+14
Holders Change %
+7.78%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
70
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$11.7M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$10.8M
3
Bank of America
Bank of America
North Carolina
+$7.04M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$6.29M
5
Goldman Sachs
Goldman Sachs
New York
+$3.78M

Top Sellers

Rank Fund Capital Flow
1
WHAM
Windmill Hill Asset Management
United Kingdom
-$46.3M
2
TI
Tidal Investments
Wisconsin
-$4.91M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.3M
4
EH
Equitable Holdings
New York
-$1.91M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$4.52M -$25.6K -704 -0.6%
FDCP
27
Foster Dykema Cabot & Partners
Massachusetts
$4.49M +$4.21M +115,770 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.13M +$345K +9,499 +10%
UBS Group
29
UBS Group
Switzerland
$3.69M -$179K -4,914 -5%
HI
30
Harbour Investments
Wisconsin
$3.57M -$322K -8,865 -9%
JP Morgan Chase
31
JP Morgan Chase
New York
$3.36M +$2.45M +67,408 +351%
SCM
32
Stonehearth Capital Management
Massachusetts
$3.19M -$75.2K -2,070 -2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.12M -$38.5K -1,059 -1%
FCM
34
Fortis Capital Management
Washington
$2.93M -$55.7K -1,532 -2%
MIA
35
Milestone Investment Advisors
Wisconsin
$2.91M +$80K +2,202 +3%
GT
36
Glenmede Trust
Pennsylvania
$2.83M – – –
FLPIM
37
F.L. Putnam Investment Management
Massachusetts
$2.73M +$180K +4,953 +8%
JWM
38
JFG Wealth Management
Colorado
$2.58M -$37.1K -1,021 -2%
Wells Fargo
39
Wells Fargo
California
$2.45M +$824K +22,679 +56%
Creative Planning
40
Creative Planning
Kansas
$2.26M +$335K +9,210 +19%
Truist Financial
41
Truist Financial
North Carolina
$2.05M +$3.89K +107 +0.2%
PA
42
PFG Advisors
Arizona
$1.97M +$75.3K +2,072 +4%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$1.96M +$85.7K +2,358 +5%
MWM
44
Modera Wealth Management
New Jersey
$1.92M +$98.1K +2,700 +6%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.91M +$139K +3,825 +8%
IRAG
46
Investment Research & Advisory Group
Georgia
$1.59M -$1.27K -35 -1%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.59M -$1.34M -36,921 -47%
AM
48
AGF Management
Ontario, Canada
$1.56M +$1.11M +30,450 +314%
OPW
49
Oxler Private Wealth
New York
$1.53M +$3.82K +105 +0.3%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.41M +$48.5K +1,336 +4%
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SPYX Hedge Fund Activity: Q4 2023 in Review

194 of the 6,859 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 2023, worth a combined $722M — up 8.8% from $663M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SPYX positions and 11 closed out — a net gain of 18 holders — while 70 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.7M. The largest seller was Windmill Hill Asset Management, cutting an estimated $46.3M.

  • 194 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2023, up from 180 in Q3 2023.
  • Funds reported $722M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 29 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2023 and 11 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2023 was Morgan Stanley, an estimated $11.7M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2023 was Windmill Hill Asset Management, an estimated $46.3M sold.

Based on aggregated 13F filings for Q4 2023.