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

194 hedge funds and large institutions have $722M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

37% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 51

9% more capital invested

Capital invested by funds: $663M → $722M (+$58.6M)

8% more funds holding

Funds holding: 180 → 194 (+14)

0.18% less ownership

Funds ownership: 49.25% → 49.06% (-0.18%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
194
Holders Change
+14
Holders Change %
+7.78%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
29
Increased
70
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$11.7M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$10.8M
3
Bank of America
Bank of America
North Carolina
+$7.04M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$6.29M
5
Goldman Sachs
Goldman Sachs
New York
+$3.78M

Top Sellers

Rank Fund Capital Flow
1
WHAM
Windmill Hill Asset Management
United Kingdom
-$46.3M
2
TI
Tidal Investments
Wisconsin
-$4.91M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.3M
4
EH
Equitable Holdings
New York
-$1.91M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
76
Ameritas Investment Partners
Nebraska
$634K +$1.13K +31 +0.2%
HCP
77
Holt Capital Partners
Texas
$628K – – –
FF
78
Farrow Financial
Vermont
$625K +$585K +16,100 New
PI
79
PFG Investments
New York
$579K -$3.05K -84 -0.6%
OA
80
Operose Advisors
Wisconsin
$578K +$236K +6,500 +77%
AWM
81
Axxcess Wealth Management
California
$575K -$422K -11,617 -44%
Wealthfront Advisers
82
Wealthfront Advisers
California
$545K -$763 -21 -0.1%
CGF
83
Constant Guidance Financial
Massachusetts
$537K +$106K +2,925 +27%
WCF
84
West Coast Financial
California
$532K +$67K +1,843 +16%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$521K -$92.9K -2,556 -16%
WWM
86
Western Wealth Management
Colorado
$516K +$33K +907 +7%
Stifel Financial
87
Stifel Financial
Missouri
$459K +$69.4K +1,911 +19%
TCOV
88
Trust Company of Vermont
Vermont
$448K – – –
AA
89
Addison Advisors
Vermont
$440K – – –
RJA
90
Raymond James & Associates
Florida
$439K – – –
CAN
91
Cetera Advisor Networks
California
$433K -$2.36K -65 -0.6%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$430K -$19.5K -537 -5%
VAF
93
Values Added Financial
District of Columbia
$422K – – –
FT
94
Fiduciary Trust
Massachusetts
$416K – – –
MAA
95
Matrix Asset Advisors
New York
$412K -$4.58K -126 -1%
CB
96
Commerce Bank
Missouri
$399K -$1.82K -50 -0.5%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$399K -$20.1K -552 -5%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$390K +$2.8K +77 +0.8%
Citadel Advisors
99
Citadel Advisors
Florida
$388K -$1.51M -41,549 -81%
Comerica Bank
100
Comerica Bank
Texas
$386K -$6.65K -183 -2%
2 3
4
5 6

SPYX Hedge Fund Activity: Q4 2023 in Review

194 of the 6,859 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 2023, worth a combined $722M — up 8.8% from $663M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SPYX positions and 11 closed out — a net gain of 18 holders — while 70 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.7M. The largest seller was Windmill Hill Asset Management, cutting an estimated $46.3M.

  • 194 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2023, up from 180 in Q3 2023.
  • Funds reported $722M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 29 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2023 and 11 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2023 was Morgan Stanley, an estimated $11.7M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2023 was Windmill Hill Asset Management, an estimated $46.3M sold.

Based on aggregated 13F filings for Q4 2023.