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

205 hedge funds and large institutions have $901M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 200205 (+5)

1% less capital invested

Capital invested by funds: $908M → $901M (-$7.18M)

3% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 67

1.72% less ownership

Funds ownership: 51.19%49.48% (-1.7%)

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
65
Reduced
67
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$5.28M -$695K -16,236 -12%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$5.27M +$782K +18,262 +18%
FDCP
28
Foster Dykema Cabot & Partners
Massachusetts
$5.15M -$17.2K -401 -0.3%
HI
29
Harbour Investments
Wisconsin
$3.96M +$157K +3,658 +4%
Mariner
30
Mariner
Kansas
$3.93M -$1.75M -40,972 -32%
SCM
31
Stonehearth Capital Management
Massachusetts
$3.62M -$24.6K -574 -0.7%
GT
32
Glenmede Trust
Pennsylvania
$3.51M
FLPIM
33
F.L. Putnam Investment Management
Massachusetts
$3.37M +$113K +2,640 +4%
Goldman Sachs
34
Goldman Sachs
New York
$3.24M -$4.55M -106,271 -59%
FCM
35
Fortis Capital Management
Washington
$3.24M -$86.5K -2,022 -3%
MIA
36
Milestone Investment Advisors
Wisconsin
$3.14M -$185K -4,320 -6%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$2.7M -$373K -8,724 -13%
JWM
38
JFG Wealth Management
Colorado
$2.67M -$169K -3,937 -6%
Stifel Financial
39
Stifel Financial
Missouri
$2.42M +$35.7K +834 +2%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$2.3M +$44.3K +1,034 +2%
MWM
41
Modera Wealth Management
New Jersey
$2.26M +$32.4K +758 +2%
Truist Financial
42
Truist Financial
North Carolina
$2.22M -$18.4K -430 -0.9%
PA
43
PFG Advisors
Arizona
$2.13M -$104K -2,425 -5%
Wells Fargo
44
Wells Fargo
California
$2.03M +$129K +3,024 +7%
AM
45
AGF Management
Ontario, Canada
$2.03M +$188K +4,400 +11%
BWM
46
Boyd Wealth Management
California
$1.88M +$20.3K +475 +1%
OPW
47
Oxler Private Wealth
New York
$1.77M +$3.81K +89 +0.2%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.73M +$9.03K +211 +0.5%
JP Morgan Chase
49
JP Morgan Chase
New York
$1.7M -$1.35M -31,599 -45%
IRAG
50
Investment Research & Advisory Group
Georgia
$1.67M -$3.21K -75 -2%

SPYX Hedge Fund Activity: Q2 2024 in Review

205 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q2 2024, worth a combined $901M — down 0.79% from $908M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SPYX positions and 10 closed out — a net gain of 6 holders — while 65 added to existing stakes and 67 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $20.9M. The largest seller was Windmill Hill Asset Management, cutting an estimated $38.4M.

  • 205 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2024, up from 200 in Q1 2024.
  • Funds reported $901M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2024, down 0.79% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2024 and 10 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2024 was Partners Capital Investment Group, an estimated $20.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2024 was Windmill Hill Asset Management, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2024.