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

205 hedge funds and large institutions have $901M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 200205 (+5)

1% less capital invested

Capital invested by funds: $908M → $901M (-$7.18M)

3% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 67

1.72% less ownership

Funds ownership: 51.19%49.48% (-1.7%)

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
65
Reduced
67
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Bragg Financial Advisors
North Carolina
$845K +$3.47K +81 +0.4%
FNC
77
First National Corp
Massachusetts
$828K -$28.9K -676 -4%
CAM
78
Cresset Asset Management
Illinois
$824K
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$766K -$4.71K -110 -0.6%
FFN
80
Focus Financial Network
Minnesota
$752K +$1.46K +34 +0.2%
HCP
81
Holt Capital Partners
Texas
$726K +$4.28K +100 +0.6%
EWA
82
EP Wealth Advisors
California
$720K +$430K +10,048 +165%
FF
83
Farrow Financial
Vermont
$718K
ECM
84
Evergreen Capital Management
Washington
$711K -$26.8K -625 -4%
AIP
85
Ameritas Investment Partners
Nebraska
$696K -$12.9K -302 -2%
TWM
86
Trevian Wealth Management
Massachusetts
$691K +$54.4K +1,270 +9%
MGIA
87
Moneta Group Investment Advisors
Missouri
$659K -$44.9K -1,048 -7%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$607K -$95.1K -2,221 -14%
WWM
89
Western Wealth Management
Colorado
$600K -$642 -15 -0.1%
CGF
90
Constant Guidance Financial
Massachusetts
$597K +$899 +21 +0.2%
KAS
91
Kestra Advisory Services
Texas
$550K +$214 +5 +0%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$542K +$34.7K +810 +7%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$538K +$49.5K +1,157 +11%
AWM
94
Axxcess Wealth Management
California
$531K -$143K -3,338 -22%
TCOV
95
Trust Company of Vermont
Vermont
$515K
RJA
96
Raymond James & Associates
Florida
$510K +$5.22K +122 +1%
FG
97
Fiduciary Group
Georgia
$497K
VAF
98
Values Added Financial
District of Columbia
$485K
AA
99
Addison Advisors
Vermont
$479K -$25.3K -590 -5%
CB
100
Commerce Bank
Missouri
$463K -$2.35K -55 -0.5%

SPYX Hedge Fund Activity: Q2 2024 in Review

205 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q2 2024, worth a combined $901M — down 0.79% from $908M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SPYX positions and 10 closed out — a net gain of 6 holders — while 65 added to existing stakes and 67 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $20.9M. The largest seller was Windmill Hill Asset Management, cutting an estimated $38.4M.

  • 205 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2024, up from 200 in Q1 2024.
  • Funds reported $901M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2024, down 0.79% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2024 and 10 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2024 was Partners Capital Investment Group, an estimated $20.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2024 was Windmill Hill Asset Management, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2024.