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

165 hedge funds and large institutions have $559M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 30

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

5.28% more ownership

Funds ownership: 155.45%160.73% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 166165 (-1)

3% less capital invested

Capital invested by funds: $574M → $559M (-$14.8M)

Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
64
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$567K +$1.13M +36,246 +202%
Stifel Financial
77
Stifel Financial
Missouri
$555K +$244K +7,863 +79%
BIA
78
Bell Investment Advisors
California
$550K -$9.23K -297 -2%
RF
79
Resolute Financial
Massachusetts
$546K -$31.9K -1,026 -6%
WCF
80
West Coast Financial
California
$544K
BWM
81
BerganKDV Wealth Management
Minnesota
$532K +$44K +1,416 +9%
PFM
82
Parsec Financial Management
North Carolina
$504K
HCP
83
Holt Capital Partners
Texas
$502K
CB
84
Commerce Bank
Missouri
$498K
AIP
85
Ameritas Investment Partners
Nebraska
$486K -$55.5K -1,785 -10%
FNC
86
First National Corp
Massachusetts
$480K +$6.71K +216 +1%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$477K -$197K -6,324 -29%
MHS
88
M Holdings Securities
Oregon
$430K +$429K +13,815 New
EFM
89
Eley Financial Management
Vermont
$410K +$409K +13,161 New
CAN
90
Cetera Advisor Networks
California
$401K +$66.8K +2,148 +20%
EPP
91
ETF Portfolio Partners
Kansas
$397K +$2.7K +87 +0.7%
RA
92
Rockingstone Advisors
Massachusetts
$367K +$367K +11,805 New
TCOV
93
Trust Company of Vermont
Vermont
$359K
IF
94
Ironwood Financial
Arizona
$356K +$1.12K +36 +0.3%
AA
95
Addison Advisors
Vermont
$352K
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$338K +$1.3K +42 +0.4%
Wealthfront Advisers
97
Wealthfront Advisers
California
$329K +$27.6K +888 +9%
MAA
98
Matrix Asset Advisors
New York
$329K
FFN
99
Focus Financial Network
Minnesota
$314K +$932 +30 +0.3%
AG
100
Appleton Group
Wisconsin
$304K +$303K +9,756 New

SPYX Hedge Fund Activity: Q4 2022 in Review

165 of the 6,221 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 2022, worth a combined $559M — down 2.6% from $574M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPYX positions and 14 closed out — a net gain of 5 holders — while 64 added to existing stakes and 30 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $21.1M. The largest seller was Truist Financial, cutting an estimated $5.57M.

  • 165 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2022, down from 166 in Q3 2022.
  • Funds reported $559M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2022 and 14 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2022 was Kestra Advisory Services, an estimated $21.1M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2022 was Truist Financial, an estimated $5.57M sold.

Based on aggregated 13F filings for Q4 2022.