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

178 hedge funds and large institutions have $840M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

42.9% more ownership

Funds ownership: 137.41%180.31% (+43%)

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

31% more capital invested

Capital invested by funds: $641M → $840M (+$199M)

3% more funds holding

Funds holding: 172178 (+6)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.52M

Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
18
Increased
65
Reduced
47
Closed
10
Calls
Puts
$4.52M
Net Calls
-$4.52M
Net Calls Change
-$4.52M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$625K -$33.8M -926,865 -98%
EVC
77
Eidelman Virant Capital
Missouri
$611K -$707K -19,353 -83%
UCFA
78
United Capital Financial Advisors
Texas
$603K -$139K -3,816 -19%
PFM
79
Parsec Financial Management
North Carolina
$600K
Creative Planning
80
Creative Planning
Kansas
$593K -$331K -9,054 -36%
AC
81
Arjuna Capital
North Carolina
$592K -$93.9K -2,571 -14%
CB
82
Commerce Bank
Missouri
$592K +$30.7K +840 +6%
AWM
83
Angeles Wealth Management
California
$583K +$575K +15,750 New
FNC
84
First National Corp
Massachusetts
$574K +$165K +4,521 +41%
BWM
85
BerganKDV Wealth Management
Minnesota
$573K +$17.2K +471 +3%
Jane Street
86
Jane Street
New York
$555K
HCP
87
Holt Capital Partners
Texas
$552K
Stifel Financial
88
Stifel Financial
Missouri
$548K -$2.02M -55,233 -79%
CT
89
Coastline Trust
Rhode Island
$522K
CHAM
90
Clear Harbor Asset Management
Connecticut
$515K +$262K +7,170 +106%
WWM
91
Western Wealth Management
Colorado
$466K +$225K +6,159 +96%
EPP
92
ETF Portfolio Partners
Kansas
$462K -$8K -219 -2%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$451K +$445K +12,177 New
GFS
94
GYL Financial Synergies
Connecticut
$433K -$516K -14,139 -55%
TCOV
95
Trust Company of Vermont
Vermont
$427K -$25.7K -705 -6%
AA
96
Addison Advisors
Vermont
$419K
IF
97
Ironwood Financial
Arizona
$409K +$22.9K +627 +6%
MGIA
98
Moneta Group Investment Advisors
Missouri
$404K +$5.92K +162 +2%
CAN
99
Cetera Advisor Networks
California
$404K +$7.67K +210 +2%
HGWM
100
Horst & Graben Wealth Management
Oregon
$402K -$153K -4,188 -28%

SPYX Hedge Fund Activity: Q1 2022 in Review

178 of the 6,340 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 2022, worth a combined $840M — up 31% from $641M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 10 closed out — a net gain of 8 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $224M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $33.8M.

  • 178 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2022, up from 172 in Q4 2021.
  • Funds reported $840M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2022, up 31% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2022 and 10 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2022 was Franklin Resources, an estimated $224M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2022.