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

221 hedge funds and large institutions have $1.05B invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $920M → $1.05B (+$131M)

3% more funds holding

Funds holding: 215221 (+6)

1.94% more ownership

Funds ownership: 49.1%51.04% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

14% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 76

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
65
Reduced
76
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
51
Investment Research & Advisory Group
Georgia
$1.67M -$8.03K -166 -6%
JP Morgan Chase
52
JP Morgan Chase
New York
$1.67M -$12.2K -252 -0.7%
OIA
53
OneDigital Investment Advisors
Kansas
$1.65M -$108K -2,236 -6%
Osaic Holdings
54
Osaic Holdings
Arizona
$1.64M -$10.8K -223 -0.7%
MSA
55
Marino Stram & Associates
Massachusetts
$1.6M -$2.95K -61 -0.2%
CFG
56
Citizens Financial Group
Rhode Island
$1.5M -$9.67K -200 -0.6%
B
57
Bailard
California
$1.42M +$171K +3,533 +14%
Raymond James Financial
58
Raymond James Financial
Florida
$1.41M +$1.41M +29,246 New
UCFA
59
United Capital Financial Advisors
Texas
$1.35M +$2.42K +50 +0.2%
Wealthfront Advisers
60
Wealthfront Advisers
California
$1.35M +$209K +4,321 +18%
CHAM
61
Clear Harbor Asset Management
Connecticut
$1.33M +$20.4K +422 +2%
HDIM
62
Hanson & Doremus Investment Management
Vermont
$1.33M -$103K -2,132 -7%
MML Investors Services
63
MML Investors Services
Massachusetts
$1.32M -$424K -8,776 -24%
BFS
64
Bradley Foster & Sargent
Connecticut
$1.29M -$226K -4,663 -15%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$1.28M +$664K +13,737 +107%
Creative Planning
66
Creative Planning
Kansas
$1.28M -$163K -3,372 -11%
PI
67
PFG Investments
New York
$1.25M -$74.1K -1,533 -6%
KFGK
68
Keystone Financial Group (Kentucky)
Kentucky
$1.18M +$94.3K +1,950 New
CCT
69
Capital City Trust
Florida
$1.17M
AG
70
AlTi Global
New York
$1.15M
AA
71
Alesco Advisors
New York
$1.14M -$46.7K -965 -4%
EFS
72
Essex Financial Services
Connecticut
$1.12M +$339 +7 +0%
ST
73
Sentinel Trust
Texas
$1.1M -$116K -2,393 -10%
BA
74
Bridgewater Advisors
New York
$1.06M
FNC
75
First National Corp
Massachusetts
$1.05M -$16.4K -340 -2%

SPYX Hedge Fund Activity: Q4 2024 in Review

221 of the 7,592 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 2024, worth a combined $1.05B — up 14% from $920M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SPYX positions and 11 closed out — a net gain of 10 holders — while 65 added to existing stakes and 76 trimmed.

The largest buyer was Windmill Hill Asset Management, adding an estimated $119M. The largest seller was Partners Capital Investment Group, cutting an estimated $14.8M.

  • 221 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2024, up from 215 in Q3 2024.
  • Funds reported $1.05B of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 21 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2024 was Windmill Hill Asset Management, an estimated $119M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2024 was Partners Capital Investment Group, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2024.