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

165 hedge funds and large institutions have $559M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 30

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

5.28% more ownership

Funds ownership: 155.45% → 160.73% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less funds holding

Funds holding: 166 → 165 (-1)

3% less capital invested

Capital invested by funds: $574M → $559M (-$14.8M)

Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
64
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$21.1M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$9.01M
3
Mariner
Mariner
Kansas
+$7.56M
4
Wells Fargo
Wells Fargo
California
+$5.43M
5
CIA
Choate Investment Advisors
Massachusetts
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$5.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.41M
3
Cerity Partners
Cerity Partners
New York
-$2.39M
4
UBS Group
UBS Group
Switzerland
-$1.01M
5
Citadel Advisors
Citadel Advisors
Florida
-$982K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$1.32M +$10.2K +327 +0.8%
AC
52
Arjuna Capital
North Carolina
$1.29M +$273K +8,796 +27%
MSA
53
Marino Stram & Associates
Massachusetts
$1.09M +$76.9K +2,475 +8%
CAM
54
Cresset Asset Management
Illinois
$1.06M +$1.06M +33,981 New
HDIM
55
Hanson & Doremus Investment Management
Vermont
$1.05M -$142K -4,569 -12%
MWM
56
Modera Wealth Management
New Jersey
$1.04M -$56.4K -1,815 -5%
BFS
57
Bradley Foster & Sargent
Connecticut
$1.04M +$13.5K +435 +1%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$980K -$169K -5,433 -15%
HighTower Advisors
59
HighTower Advisors
Illinois
$933K +$265K +8,526 +40%
UCFA
60
United Capital Financial Advisors
Texas
$900K +$158K +5,094 +21%
AA
61
Alesco Advisors
New York
$861K +$6.53K +210 +0.8%
ST
62
Sentinel Trust
Texas
$831K +$42.4K +1,365 +5%
AWM
63
Axxcess Wealth Management
California
$803K -$653 -21 -0.1%
WMG
64
WESCAP Management Group
California
$780K – – –
Creative Planning
65
Creative Planning
Kansas
$775K +$1.03K +33 +0.1%
CHAM
66
Clear Harbor Asset Management
Connecticut
$773K – – –
CT
67
Coastline Trust
Rhode Island
$758K – – –
RJFSA
68
Raymond James Financial Services Advisors
Florida
$711K +$25.9K +834 +4%
CCT
69
Capital City Trust
Florida
$688K – – –
B
70
Bailard
California
$682K +$10.1K +324 +1%
BFA
71
Bragg Financial Advisors
North Carolina
$665K +$57.8K +1,860 +10%
CGFA
72
Colton Groome Financial Advisors
North Carolina
$642K +$2.14K +69 +0.3%
BWM
73
Boyd Wealth Management
California
$608K +$46.2K +1,485 +8%
ECM
74
Evergreen Capital Management
Washington
$591K +$14K +450 +2%
BFG
75
Bleakley Financial Group
New Jersey
$573K +$572K +18,411 New
1 2
3
4 5

SPYX Hedge Fund Activity: Q4 2022 in Review

165 of the 6,221 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 2022, worth a combined $559M — down 2.6% from $574M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPYX positions and 14 closed out — a net gain of 5 holders — while 64 added to existing stakes and 30 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $21.1M. The largest seller was Truist Financial, cutting an estimated $5.57M.

  • 165 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2022, down from 166 in Q3 2022.
  • Funds reported $559M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2022 and 14 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2022 was Kestra Advisory Services, an estimated $21.1M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2022 was Truist Financial, an estimated $5.57M sold.

Based on aggregated 13F filings for Q4 2022.