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

153 hedge funds and large institutions have $523M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

9% more funds holding

Funds holding: 141 → 153 (+12)

6% more capital invested

Capital invested by funds: $493M → $523M (+$30.8M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

7.24% less ownership

Funds ownership: 143% → 135.77% (-7.2%)

Holders
153
Holders Change
+12
Holders Change %
+8.51%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
54
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$14.2M
2
IMC Chicago
IMC Chicago
Illinois
+$9.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$9.1M
4
RG
Rathbones Group
United Kingdom
+$4.6M
5
LSAG
Lake Street Advisors Group
New Hampshire
+$3.77M

Top Sellers

1
WHAM
Windmill Hill Asset Management
United Kingdom
-$26.4M
2
CIA
Choate Investment Advisors
Massachusetts
-$17.9M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$8.91M
4
LPL Financial
LPL Financial
California
-$5.73M
5
ST
Spinnaker Trust
Maine
-$3.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
Alesco Advisors
New York
$1.12M – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$1.08M – – –
Citadel Advisors
53
Citadel Advisors
Florida
$1.08M +$464K +13,470 +79%
OPW
54
Oxler Private Wealth
New York
$955K – – –
ST
55
Sentinel Trust
Texas
$941K -$148K -4,290 -14%
GFS
56
GYL Financial Synergies
Connecticut
$915K -$61.6K -1,788 -6%
AIA
57
Angeles Investment Advisors
California
$823K – – –
HighTower Advisors
58
HighTower Advisors
Illinois
$818K +$62.5K +1,812 +8%
ECM
59
Evergreen Capital Management
Washington
$791K +$144K +4,188 +23%
CCT
60
Capital City Trust
Florida
$790K – – –
AIP
61
Ameritas Investment Partners
Nebraska
$748K -$9.82K -285 -1%
UCFA
62
United Capital Financial Advisors
Texas
$726K +$2.69K +78 +0.4%
Creative Planning
63
Creative Planning
Kansas
$718K +$225K +6,537 +48%
ACP
64
Ashfield Capital Partners
California
$687K -$18.6K -540 -3%
PAG
65
Private Advisor Group
New Jersey
$670K +$1.14K +33 +0.2%
AC
66
Arjuna Capital
North Carolina
$654K -$185K -5,355 -22%
WCF
67
West Coast Financial
California
$642K – – –
CIBC World Market
68
CIBC World Market
Ontario, Canada
$639K -$10.3K -300 -2%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$631K – – –
PFM
70
Parsec Financial Management
North Carolina
$574K – – –
BA
71
Bristlecone Advisors
Washington
$555K +$9.31K +270 +2%
HGWM
72
Horst & Graben Wealth Management
Oregon
$554K -$45.2K -1,311 -8%
Jane Street
73
Jane Street
New York
$531K +$517K +15,000 New
HCP
74
Holt Capital Partners
Texas
$528K – – –
FPF
75
First Pacific Financial
Washington
$527K +$1.45K +42 +0.3%
1 2
3
4 5

SPYX Hedge Fund Activity: Q2 2021 in Review

153 of the 5,745 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 2021, worth a combined $523M — up 6.3% from $493M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPYX positions and 11 closed out — a net gain of 14 holders — while 54 added to existing stakes and 40 trimmed.

The largest buyer was Betterment LLC, adding an estimated $14.2M. The largest seller was Windmill Hill Asset Management, cutting an estimated $26.4M.

  • 153 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2021, up from 141 in Q1 2021.
  • Funds reported $523M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2021, up 6.3% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2021 and 11 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2021 was Betterment LLC, an estimated $14.2M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2021 was Windmill Hill Asset Management, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2021.