We are live on ! Find out more
SPYX icon

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

161 hedge funds and large institutions have $439M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

63% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 35

5% more funds holding

Funds holding: 153 → 161 (+8)

16% less capital invested

Capital invested by funds: $523M → $439M (-$84.7M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

23.85% less ownership

Funds ownership: 135.77% → 111.92% (-24%)

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
18
Increased
57
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.1M
2
Betterment LLC
Betterment LLC
New York
+$8.2M
3
PS
Portfolio Strategies
New York
+$6.65M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$3.88M
5
HI
Harbour Investments
Wisconsin
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
CIA
Choate Investment Advisors
Massachusetts
-$12.8M
2
Bank of America
Bank of America
North Carolina
-$1.83M
3
IMC Chicago
IMC Chicago
Illinois
-$1.26M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.08M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$951K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$540K +$31.2K +855 +6%
Jane Street
77
Jane Street
New York
$531K – – –
HCP
78
Holt Capital Partners
Texas
$528K – – –
Stifel Financial
79
Stifel Financial
Missouri
$485K +$5.14K +141 +1%
CT
80
Coastline Trust
Rhode Island
$476K +$27.9K +765 +6%
BFA
81
Bragg Financial Advisors
North Carolina
$436K +$27.4K +750 +6%
TCOV
82
Trust Company of Vermont
Vermont
$434K – – –
AG
83
Appleton Group
Wisconsin
$428K +$24.5K +672 +6%
BWM
84
BerganKDV Wealth Management
Minnesota
$424K +$196K +5,379 +82%
AA
85
Addison Advisors
Vermont
$401K – – –
CB
86
Commerce Bank
Missouri
$398K +$62.9K +1,725 +18%
AWM
87
Avior Wealth Management
Nebraska
$388K -$14.8K -405 -4%
SIM
88
Seaview Investment Managers
Florida
$385K +$397K +10,893 New
CAN
89
Cetera Advisor Networks
California
$371K +$114K +3,138 +43%
FPF
90
First Pacific Financial
Washington
$370K -$163K -4,461 -30%
FT
91
Fiduciary Trust
Massachusetts
$361K – – –
MGIA
92
Moneta Group Investment Advisors
Missouri
$353K +$29.5K +810 +9%
GSEP
93
Golden State Equity Partners
California
$348K -$27.1K -744 -7%
IF
94
Ironwood Financial
Arizona
$347K +$20.8K +570 +6%
FNC
95
First National Corp
Massachusetts
$337K +$348K +9,531 New
LWM
96
Laidlaw Wealth Management
New York
$332K +$342K +9,381 New
FG
97
Fiduciary Group
Georgia
$326K +$4.81K +132 +2%
BIA
98
Bell Investment Advisors
California
$325K +$334K +9,171 New
HPWM
99
Highland Private Wealth Management
Washington
$288K -$133K -3,636 -31%
DT
100
Diversified Trust
Tennessee
$281K – – –
2 3
4
5 6

SPYX Hedge Fund Activity: Q3 2021 in Review

161 of the 5,712 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 2021, worth a combined $439M — down 16% from $523M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 8 closed out — a net gain of 10 holders — while 57 added to existing stakes and 35 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $10.1M. The largest seller was Choate Investment Advisors, cutting an estimated $12.8M.

  • 161 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2021, up from 153 in Q2 2021.
  • Funds reported $439M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2021, down 16% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2021 and 8 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2021 was Bank of New York Mellon, an estimated $10.1M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2021 was Choate Investment Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2021.