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

200 hedge funds and large institutions have $908M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $722M → $908M (+$186M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 194200 (+6)

2.13% more ownership

Funds ownership: 49.06%51.19% (+2.1%)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
2.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
58
Reduced
67
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$1.65M +$94.1K +2,309 +6%
IRAG
52
Investment Research & Advisory Group
Georgia
$1.65M -$7.95K -195 -6%
MML Investors Services
53
MML Investors Services
Massachusetts
$1.62M -$458K -11,228 -23%
MSA
54
Marino Stram & Associates
Massachusetts
$1.49M -$30.4K -747 -2%
Creative Planning
55
Creative Planning
Kansas
$1.41M -$1.03M -25,199 -43%
BFS
56
Bradley Foster & Sargent
Connecticut
$1.35M
CHAM
57
Clear Harbor Asset Management
Connecticut
$1.17M +$29.1K +715 +3%
UCFA
58
United Capital Financial Advisors
Texas
$1.15M -$19.7K -483 -2%
PI
59
PFG Investments
New York
$1.04M +$382K +9,376 +63%
ST
60
Sentinel Trust
Texas
$1.03M +$5.01K +123 +0.5%
AA
61
Alesco Advisors
New York
$1.02M -$45.9K -1,125 -5%
HDIM
62
Hanson & Doremus Investment Management
Vermont
$1M +$17.3K +425 +2%
B
63
Bailard
California
$996K
BA
64
Bridgewater Advisors
New York
$952K
CCT
65
Capital City Trust
Florida
$947K
RJFSA
66
Raymond James Financial Services Advisors
Florida
$922K -$28.4K -696 -3%
WMG
67
WESCAP Management Group
California
$913K
ACA
68
Affinity Capital Advisors
California
$894K -$2.98K -73 -0.3%
OA
69
Operose Advisors
Wisconsin
$849K +$202K +4,947 +33%
BIA
70
Bell Investment Advisors
California
$846K -$30.8K -755 -4%
OIA
71
OneDigital Investment Advisors
Kansas
$817K +$80.2K +1,968 +11%
BFA
72
Bragg Financial Advisors
North Carolina
$807K +$20.9K +513 +3%
CAM
73
Cresset Asset Management
Illinois
$791K
Wealthfront Advisers
74
Wealthfront Advisers
California
$775K +$165K +4,060 +29%
FNC
75
First National Corp
Massachusetts
$747K -$41 -1 -0%

SPYX Hedge Fund Activity: Q1 2024 in Review

200 of the 6,942 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 2024, worth a combined $908M — up 26% from $722M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 9 closed out — a net gain of 9 holders — while 58 added to existing stakes and 67 trimmed.

The largest buyer was Windmill Hill Asset Management, adding an estimated $96.3M. The largest seller was Morgan Stanley, cutting an estimated $11.6M.

  • 200 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2024, up from 194 in Q4 2023.
  • Funds reported $908M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2024 and 9 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2024 was Windmill Hill Asset Management, an estimated $96.3M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2024 was Morgan Stanley, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2024.