We are live on ! Find out more
SPYX icon

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

181 hedge funds and large institutions have $622M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 73 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 46

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

2% more funds holding

Funds holding: 178181 (+3)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22.32% less ownership

Funds ownership: 180.31%157.99% (-22%)

26% less capital invested

Capital invested by funds: $840M → $622M (-$218M)

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
15
Increased
73
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$1.14M
MWM
52
Modera Wealth Management
New Jersey
$1.09M -$288K -8,649 -20%
MSA
53
Marino Stram & Associates
Massachusetts
$1M +$190K +5,703 +21%
BFS
54
Bradley Foster & Sargent
Connecticut
$994K
Mariner
55
Mariner
Kansas
$981K +$200 +6 +0%
AA
56
Alesco Advisors
New York
$942K +$4K +120 +0.4%
ST
57
Sentinel Trust
Texas
$784K +$12.4K +372 +1%
AWM
58
Axxcess Wealth Management
California
$782K -$598K -17,916 -41%
WMG
59
WESCAP Management Group
California
$770K -$67.1K -2,013 -7%
CHAM
60
Clear Harbor Asset Management
Connecticut
$764K +$364K +10,917 +78%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$743K -$43.7K -1,311 -5%
PFA
62
Pathway Financial Advisors
Vermont
$725K -$20K -600 -2%
Creative Planning
63
Creative Planning
Kansas
$709K +$234K +7,020 +44%
CCT
64
Capital City Trust
Florida
$680K
B
65
Bailard
California
$664K -$1.13M -33,735 -61%
HighTower Advisors
66
HighTower Advisors
Illinois
$656K +$5.6K +168 +0.8%
CGFA
67
Colton Groome Financial Advisors
North Carolina
$632K
RF
68
Resolute Financial
Massachusetts
$608K +$1.9K +57 +0.3%
BFA
69
Bragg Financial Advisors
North Carolina
$596K +$65K +1,950 +11%
AC
70
Arjuna Capital
North Carolina
$572K +$87.7K +2,628 +16%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$565K +$613K +18,390 New
UCFA
72
United Capital Financial Advisors
Texas
$553K +$55.7K +1,671 +10%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$549K +$600 +18 +0.1%
CT
74
Coastline Trust
Rhode Island
$541K +$117K +3,504 +25%
WCF
75
West Coast Financial
California
$537K +$2.3K +69 +0.4%

SPYX Hedge Fund Activity: Q2 2022 in Review

181 of the 5,936 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 2022, worth a combined $622M — down 26% from $840M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SPYX positions and 11 closed out — a net gain of 4 holders — while 73 added to existing stakes and 46 trimmed.

The largest buyer was Windmill Hill Asset Management, adding an estimated $19.5M. The largest seller was Franklin Resources, cutting an estimated $102M.

  • 181 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2022, up from 178 in Q1 2022.
  • Funds reported $622M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2022 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2022 was Windmill Hill Asset Management, an estimated $19.5M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2022 was Franklin Resources, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2022.