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

166 hedge funds and large institutions have $574M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.55% less ownership

Funds ownership: 157.99%155.45% (-2.5%)

8% less capital invested

Capital invested by funds: $622M → $574M (-$47.7M)

8% less funds holding

Funds holding: 181166 (-15)

75% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 20

Holders
166
Holders Change
-15
Holders Change %
-8.29%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
5
Increased
65
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Modera Wealth Management
New Jersey
$1.03M
Citadel Advisors
52
Citadel Advisors
Florida
$982K +$848K +26,229 +346%
BFS
53
Bradley Foster & Sargent
Connecticut
$961K +$24.4K +756 +2%
MSA
54
Marino Stram & Associates
Massachusetts
$950K +$776 +24 +0.1%
AC
55
Arjuna Capital
North Carolina
$944K +$449K +13,893 +75%
Mariner
56
Mariner
Kansas
$927K +$291 +9 +0%
AA
57
Alesco Advisors
New York
$797K -$103K -3,195 -10%
AWM
58
Axxcess Wealth Management
California
$750K +$12.7K +393 +2%
ST
59
Sentinel Trust
Texas
$736K -$4.95K -153 -0.6%
WMG
60
WESCAP Management Group
California
$728K
Creative Planning
61
Creative Planning
Kansas
$723K +$59.1K +1,827 +8%
CHAM
62
Clear Harbor Asset Management
Connecticut
$722K
CT
63
Coastline Trust
Rhode Island
$708K +$219K +6,768 +38%
UCFA
64
United Capital Financial Advisors
Texas
$693K +$190K +5,868 +33%
PFA
65
Pathway Financial Advisors
Vermont
$659K -$29.1K -900 -4%
CCT
66
Capital City Trust
Florida
$642K
RJFSA
67
Raymond James Financial Services Advisors
Florida
$639K +$149K +4,623 +27%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$629K -$81K -2,505 -10%
B
69
Bailard
California
$628K
HighTower Advisors
70
HighTower Advisors
Illinois
$622K +$1.55K +48 +0.2%
CGFA
71
Colton Groome Financial Advisors
North Carolina
$597K
BFA
72
Bragg Financial Advisors
North Carolina
$566K +$3.4K +105 +0.5%
RF
73
Resolute Financial
Massachusetts
$540K -$39.1K -1,209 -6%
ECM
74
Evergreen Capital Management
Washington
$539K +$61.1K +1,890 +11%
BWM
75
Boyd Wealth Management
California
$525K +$98.6K +3,048 +20%

SPYX Hedge Fund Activity: Q3 2022 in Review

166 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q3 2022, worth a combined $574M — down 7.7% from $622M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SPYX and 5 opened new positions — a net loss of 15 holders — while 41 trimmed existing stakes and 65 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $4.9M. The largest seller was Windmill Hill Asset Management, cutting an estimated $14.7M.

  • 166 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2022, down from 181 in Q2 2022.
  • Funds reported $574M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2022 and 20 closed out, a net change of -15 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2022 was Partners Capital Investment Group, an estimated $4.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2022 was Windmill Hill Asset Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2022.