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

200 hedge funds and large institutions have $908M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $722M → $908M (+$186M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 194200 (+6)

2.13% more ownership

Funds ownership: 49.06%51.19% (+2.1%)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
2.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
58
Reduced
67
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$740K +$705K +17,285 New
ECM
77
Evergreen Capital Management
Washington
$709K -$62.8K -1,540 -9%
HCP
78
Holt Capital Partners
Texas
$692K
FF
79
Farrow Financial
Vermont
$689K
AIP
80
Ameritas Investment Partners
Nebraska
$681K -$17.3K -425 -3%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$677K -$21.1K -517 -3%
MGIA
82
Moneta Group Investment Advisors
Missouri
$677K -$218K -5,356 -25%
FFN
83
Focus Financial Network
Minnesota
$671K +$3.59K +88 +0.5%
AWM
84
Axxcess Wealth Management
California
$652K +$17.2K +422 +3%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$629K -$3.75K -92 -0.7%
TWM
86
Trevian Wealth Management
Massachusetts
$608K +$579K +14,215 New
WWM
87
Western Wealth Management
Colorado
$577K +$7.54K +185 +1%
CGF
88
Constant Guidance Financial
Massachusetts
$563K -$19.6K -480 -3%
WCF
89
West Coast Financial
California
$547K -$37.6K -922 -7%
KAS
90
Kestra Advisory Services
Texas
$528K +$248K +6,089 +98%
TCOV
91
Trust Company of Vermont
Vermont
$494K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$486K +$173K +4,239 +60%
AA
93
Addison Advisors
Vermont
$485K
RJA
94
Raymond James & Associates
Florida
$484K
FG
95
Fiduciary Group
Georgia
$477K +$72K +1,766 +19%
CAN
96
Cetera Advisor Networks
California
$472K -$5.42K -133 -1%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$466K +$34.2K +839 +8%
VAF
98
Values Added Financial
District of Columbia
$466K
CB
99
Commerce Bank
Missouri
$447K +$5.91K +145 +1%
MAA
100
Matrix Asset Advisors
New York
$444K -$9.74K -239 -2%

SPYX Hedge Fund Activity: Q1 2024 in Review

200 of the 6,942 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 2024, worth a combined $908M — up 26% from $722M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 9 closed out — a net gain of 9 holders — while 58 added to existing stakes and 67 trimmed.

The largest buyer was Windmill Hill Asset Management, adding an estimated $96.3M. The largest seller was Morgan Stanley, cutting an estimated $11.6M.

  • 200 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2024, up from 194 in Q4 2023.
  • Funds reported $908M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2024 and 9 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2024 was Windmill Hill Asset Management, an estimated $96.3M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2024 was Morgan Stanley, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2024.