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

178 hedge funds and large institutions have $840M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

42.9% more ownership

Funds ownership: 137.41%180.31% (+43%)

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

31% more capital invested

Capital invested by funds: $641M → $840M (+$199M)

3% more funds holding

Funds holding: 172178 (+6)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.52M

Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
18
Increased
65
Reduced
47
Closed
10
Calls
Puts
$4.52M
Net Calls
-$4.52M
Net Calls Change
-$4.52M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
51
Fortis Capital Management
Washington
$1.4M +$1.1M +30,231 +394%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$1.37M -$222K -6,078 -14%
APA
53
Astoria Portfolio Advisors
New York
$1.29M -$1.31M -35,775 -51%
BFS
54
Bradley Foster & Sargent
Connecticut
$1.2M -$986 -27 -0.1%
Mariner
55
Mariner
Kansas
$1.18M +$219 +6 +0%
AA
56
Alesco Advisors
New York
$1.13M
OPW
57
Oxler Private Wealth
New York
$1M +$2.63K +72 +0.3%
WMG
58
WESCAP Management Group
California
$1M -$162K -4,449 -14%
MSA
59
Marino Stram & Associates
Massachusetts
$998K +$78.5K +2,151 +9%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$943K -$53.9K -1,476 -5%
ST
61
Sentinel Trust
Texas
$930K +$28.7K +786 +3%
PFA
62
Pathway Financial Advisors
Vermont
$895K -$29.6K -810 -3%
CCT
63
Capital City Trust
Florida
$818K -$7.67K -210 -0.9%
ECM
64
Evergreen Capital Management
Washington
$801K -$94.7K -2,595 -11%
HighTower Advisors
65
HighTower Advisors
Illinois
$785K -$69.8K -1,911 -8%
CGFA
66
Colton Groome Financial Advisors
North Carolina
$760K +$750K +20,547 New
RF
67
Resolute Financial
Massachusetts
$730K -$97.6K -2,673 -12%
AIP
68
Ameritas Investment Partners
Nebraska
$699K -$67.1K -1,839 -9%
LWM
69
Laidlaw Wealth Management
New York
$684K +$270K +7,404 +67%
ACP
70
Ashfield Capital Partners
California
$683K -$11K -300 -2%
PAG
71
Private Advisor Group
New Jersey
$680K -$66.5K -1,821 -9%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$668K +$100K +2,751 +18%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$660K +$548 +15 +0.1%
BFA
74
Bragg Financial Advisors
North Carolina
$646K +$188K +5,139 +42%
WCF
75
West Coast Financial
California
$644K

SPYX Hedge Fund Activity: Q1 2022 in Review

178 of the 6,340 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 2022, worth a combined $840M — up 31% from $641M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 10 closed out — a net gain of 8 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $224M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $33.8M.

  • 178 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2022, up from 172 in Q4 2021.
  • Funds reported $840M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2022, up 31% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2022 and 10 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2022 was Franklin Resources, an estimated $224M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2022.