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

133 hedge funds and large institutions have $446M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

159% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 22

64% more capital invested

Capital invested by funds: $273M → $446M (+$173M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

31.73% more ownership

Funds ownership: 117.31% → 149.04% (+32%)

12% more funds holding

Funds holding: 119 → 133 (+14)

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
57
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WHAM
Windmill Hill Asset Management
United Kingdom
+$99.9M
2
Betterment LLC
Betterment LLC
New York
+$20.8M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$7.67M
4
LPL Financial
LPL Financial
California
+$4.84M
5
Bank of America
Bank of America
North Carolina
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
CIA
Choate Investment Advisors
Massachusetts
-$2.5M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$1.5M
3
IMC Chicago
IMC Chicago
Illinois
-$977K
4
SW
SVB Wealth
Massachusetts
-$891K
5
ACP
Ashfield Capital Partners
California
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
76
Bragg Financial Advisors
North Carolina
$358K +$33.5K +1,140 +11%
FT
77
Fiduciary Trust
Massachusetts
$352K – – –
AWM
78
Avior Wealth Management
Nebraska
$352K +$6.17K +210 +2%
GSWM
79
Golden State Wealth Management
California
$308K -$57.6K -1,959 -16%
TIM
80
Tortoise Investment Management
New York
$307K – – –
FNC
81
First National Corp
Massachusetts
$305K +$289K +9,828 New
CT
82
Coastline Trust
Rhode Island
$302K +$35.3K +1,200 +14%
PA
83
PFG Advisors
Arizona
$296K +$280K +9,537 New
SWM
84
Selective Wealth Management
Virginia
$293K +$111K +3,774 +67%
AG
85
Appleton Group
Wisconsin
$287K +$41.4K +1,410 +18%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$281K +$31K +1,056 +13%
EFSCE
87
Enterprise Financial Services Corp (EFSC)
Missouri
$267K – – –
FP
88
Fiduciary Planning
Florida
$256K +$882 +30 +0.4%
DT
89
Diversified Trust
Tennessee
$246K +$233K +7,932 New
CAN
90
Cetera Advisor Networks
California
$245K – – –
MGIA
91
Moneta Group Investment Advisors
Missouri
$236K +$224K +7,614 New
IF
92
Ironwood Financial
Arizona
$234K +$11.2K +381 +5%
FFN
93
Focus Financial Network
Minnesota
$221K +$210K +7,137 New
Stifel Financial
94
Stifel Financial
Missouri
$221K +$210K +7,131 New
SSCA
95
South Shore Capital Advisors
Massachusetts
$220K +$209K +7,098 New
EPP
96
ETF Portfolio Partners
Kansas
$219K +$208K +7,080 New
FHA
97
Flagship Harbor Advisors
Massachusetts
$216K +$65.2K +2,220 +47%
NEWAS
98
N.E.W. Advisory Services
Wisconsin
$201K +$191K +6,495 New
PCFFS
99
Pacific Center for Financial Services
California
$191K +$265 +9 +0.1%
SW
100
SVB Wealth
Massachusetts
$145K -$891K -30,309 -87%
2 3
4
5 6

SPYX Hedge Fund Activity: Q4 2020 in Review

133 of the 5,651 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 2020, worth a combined $446M — up 64% from $273M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SPYX positions and 9 closed out — a net gain of 15 holders — while 57 added to existing stakes and 22 trimmed.

The largest buyer was Windmill Hill Asset Management, opening a new position worth an estimated $99.9M. The largest seller was Choate Investment Advisors, cutting an estimated $2.5M.

  • 133 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2020, up from 119 in Q3 2020.
  • Funds reported $446M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2020, up 64% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2020 and 9 closed out, a net change of +15 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2020 was Windmill Hill Asset Management, an estimated $99.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2020 was Choate Investment Advisors, an estimated $2.5M sold.

Based on aggregated 13F filings for Q4 2020.