We are live on ! Find out more
SPYX icon

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

172 hedge funds and large institutions have $641M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 32

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

46% more capital invested

Capital invested by funds: $439M → $641M (+$202M)

25.49% more ownership

Funds ownership: 111.92%137.41% (+25%)

7% more funds holding

Funds holding: 161172 (+11)

Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
2.65%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
26
Increased
68
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
51
Tidal Investments
Wisconsin
$1.85M
Baird Financial Group
52
Baird Financial Group
Wisconsin
$1.69M
HDIM
53
Hanson & Doremus Investment Management
Vermont
$1.65M -$5.57K -147 -0.3%
AWM
54
Axxcess Wealth Management
California
$1.59M +$1.54M +40,647 New
BFS
55
Bradley Foster & Sargent
Connecticut
$1.27M -$4.32K -114 -0.4%
Mariner
56
Mariner
Kansas
$1.25M +$1.21M +31,902 New
WMG
57
WESCAP Management Group
California
$1.24M
AIA
58
Angeles Investment Advisors
California
$1.24M
AA
59
Alesco Advisors
New York
$1.2M +$2.27K +60 +0.2%
OPW
60
Oxler Private Wealth
New York
$1.06M +$3.07K +81 +0.3%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.06M +$1.02M +26,952 New
GFS
62
GYL Financial Synergies
Connecticut
$1.01M
Creative Planning
63
Creative Planning
Kansas
$984K +$181K +4,776 +24%
MSA
64
Marino Stram & Associates
Massachusetts
$974K -$5.91K -156 -0.6%
ST
65
Sentinel Trust
Texas
$955K -$12.7K -336 -1%
ECM
66
Evergreen Capital Management
Washington
$951K +$56.5K +1,491 +7%
PFA
67
Pathway Financial Advisors
Vermont
$923K +$946K +24,984 New
HighTower Advisors
68
HighTower Advisors
Illinois
$907K +$266K +7,026 +44%
RF
69
Resolute Financial
Massachusetts
$879K +$849K +22,407 New
CCT
70
Capital City Trust
Florida
$876K
AIP
71
Ameritas Investment Partners
Nebraska
$813K -$17.5K -462 -2%
PCIG
72
Partners Capital Investment Group
Massachusetts
$799K -$687K -18,129 -47%
PAG
73
Private Advisor Group
New Jersey
$793K -$302K -7,974 -28%
UCFA
74
United Capital Financial Advisors
Texas
$789K +$12K +318 +2%
AF
75
Allworth Financial
California
$762K -$1.59K -42 -0.2%

SPYX Hedge Fund Activity: Q4 2021 in Review

172 of the 6,498 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 2021, worth a combined $641M — up 46% from $439M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SPYX positions and 15 closed out — a net gain of 11 holders — while 68 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $35.5M. The largest seller was Choate Investment Advisors, cutting an estimated $1.82M.

  • 172 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2021, up from 161 in Q3 2021.
  • Funds reported $641M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2021, up 46% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2021 and 15 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $35.5M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2021 was Choate Investment Advisors, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2021.