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

200 hedge funds and large institutions have $908M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $722M → $908M (+$186M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 194200 (+6)

2.13% more ownership

Funds ownership: 49.06%51.19% (+2.1%)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
2.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
58
Reduced
67
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$5.53M -$879K -21,556 -14%
UBS Group
27
UBS Group
Switzerland
$5.46M +$1.32M +32,428 +34%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.27M -$16.1K -395 -0.3%
IFWM
29
Institute for Wealth Management
Colorado
$5.05M +$64.2K +1,575 +1%
FDCP
30
Foster Dykema Cabot & Partners
Massachusetts
$4.95M
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.28M -$269K -6,594 -6%
HI
32
Harbour Investments
Wisconsin
$3.64M -$280K -6,869 -7%
SCM
33
Stonehearth Capital Management
Massachusetts
$3.5M -$17.5K -429 -0.5%
GT
34
Glenmede Trust
Pennsylvania
$3.37M +$238K +5,842 +8%
MIA
35
Milestone Investment Advisors
Wisconsin
$3.2M -$7.87K -193 -0.3%
FCM
36
Fortis Capital Management
Washington
$3.19M -$39.5K -969 -1%
FLPIM
37
F.L. Putnam Investment Management
Massachusetts
$3.12M +$105K +2,570 +4%
JP Morgan Chase
38
JP Morgan Chase
New York
$2.98M -$687K -16,857 -19%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$2.96M -$461K -11,314 -14%
JWM
40
JFG Wealth Management
Colorado
$2.73M -$113K -2,760 -4%
Stifel Financial
41
Stifel Financial
Missouri
$2.28M +$1.69M +41,534 +351%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$2.16M
Truist Financial
43
Truist Financial
North Carolina
$2.15M -$101K -2,472 -5%
PA
44
PFG Advisors
Arizona
$2.15M -$18.6K -457 -0.9%
MWM
45
Modera Wealth Management
New Jersey
$2.13M +$17.6K +432 +0.9%
Wells Fargo
46
Wells Fargo
California
$1.82M -$835K -20,475 -32%
BWM
47
Boyd Wealth Management
California
$1.79M +$275K +6,739 +19%
AM
48
AGF Management
Ontario, Canada
$1.76M +$41.4K +1,015 +3%
OPW
49
Oxler Private Wealth
New York
$1.69M +$3.46K +85 +0.2%
Osaic Holdings
50
Osaic Holdings
Arizona
$1.68M -$62.1K -1,524 -4%

SPYX Hedge Fund Activity: Q1 2024 in Review

200 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q1 2024, worth a combined $908M — up 26% from $722M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 9 closed out — a net gain of 9 holders — while 58 added to existing stakes and 67 trimmed.

The largest buyer was Windmill Hill Asset Management, adding an estimated $96.3M. The largest seller was Morgan Stanley, cutting an estimated $11.6M.

  • 200 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2024, up from 194 in Q4 2023.
  • Funds reported $908M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2024 and 9 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2024 was Windmill Hill Asset Management, an estimated $96.3M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2024 was Morgan Stanley, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2024.