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

166 hedge funds and large institutions have $574M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.55% less ownership

Funds ownership: 157.99%155.45% (-2.5%)

8% less capital invested

Capital invested by funds: $622M → $574M (-$47.7M)

8% less funds holding

Funds holding: 181166 (-15)

75% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 20

Holders
166
Holders Change
-15
Holders Change %
-8.29%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
5
Increased
65
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$523K +$4.27K +132 +0.7%
BIA
77
Bell Investment Advisors
California
$522K +$53.5K +1,656 +10%
WCF
78
West Coast Financial
California
$508K
AIP
79
Ameritas Investment Partners
Nebraska
$505K +$17.8K +549 +3%
WWM
80
Western Wealth Management
Colorado
$481K -$14.6K -450 -3%
PFM
81
Parsec Financial Management
North Carolina
$471K
HCP
82
Holt Capital Partners
Texas
$468K
CB
83
Commerce Bank
Missouri
$465K
BWM
84
BerganKDV Wealth Management
Minnesota
$455K +$1.16K +36 +0.2%
ACP
85
Ashfield Capital Partners
California
$443K -$57.7K -1,785 -10%
FNC
86
First National Corp
Massachusetts
$442K
EPP
87
ETF Portfolio Partners
Kansas
$368K +$5.04K +156 +1%
APA
88
Astoria Portfolio Advisors
New York
$351K -$10.8K -333 -3%
GFS
89
GYL Financial Synergies
Connecticut
$340K
TCOV
90
Trust Company of Vermont
Vermont
$336K
IF
91
Ironwood Financial
Arizona
$332K +$8.63K +267 +2%
AA
92
Addison Advisors
Vermont
$329K
EVC
93
Eidelman Virant Capital
Missouri
$317K -$2.33K -72 -3%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$315K +$1.26K +39 +0.4%
CAN
95
Cetera Advisor Networks
California
$312K -$71.5K -2,211 -17%
MAA
96
Matrix Asset Advisors
New York
$307K -$13.1K -405 -4%
FFN
97
Focus Financial Network
Minnesota
$292K -$1.46K -45 -0.4%
Stifel Financial
98
Stifel Financial
Missouri
$290K -$47.7K -1,476 -13%
FG
99
Fiduciary Group
Georgia
$282K
Wealthfront Advisers
100
Wealthfront Advisers
California
$282K +$23.4K +723 +8%

SPYX Hedge Fund Activity: Q3 2022 in Review

166 of the 5,805 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 2022, worth a combined $574M — down 7.7% from $622M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SPYX and 5 opened new positions — a net loss of 15 holders — while 41 trimmed existing stakes and 65 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $4.9M. The largest seller was Windmill Hill Asset Management, cutting an estimated $14.7M.

  • 166 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2022, down from 181 in Q2 2022.
  • Funds reported $574M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2022 and 20 closed out, a net change of -15 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2022 was Partners Capital Investment Group, an estimated $4.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2022 was Windmill Hill Asset Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2022.