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

215 hedge funds and large institutions have $920M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

5% more funds holding

Funds holding: 205215 (+10)

2% more capital invested

Capital invested by funds: $901M → $920M (+$19.8M)

0.37% less ownership

Funds ownership: 49.48%49.1% (-0.37%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $129M

Holders
215
Holders Change
+10
Holders Change %
+4.88%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
69
Reduced
54
Closed
8
Calls
Puts
$129M
Net Calls
-$129M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Cresset Asset Management
Illinois
$873K
EWA
77
EP Wealth Advisors
California
$862K +$94.8K +2,089 +13%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$853K -$74.4K -1,639 -8%
EA
79
Enclave Advisors
Texas
$844K +$810K +17,865 New
CGF
80
Constant Guidance Financial
Massachusetts
$814K +$174K +3,839 +29%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$799K +$150K +3,314 +24%
FFN
82
Focus Financial Network
Minnesota
$780K +$1.45K +32 +0.2%
HCP
83
Holt Capital Partners
Texas
$769K
FF
84
Farrow Financial
Vermont
$761K
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$753K -$56.2K -1,238 -7%
Corient Private Wealth
86
Corient Private Wealth
Florida
$750K -$437K -9,635 -41%
ECM
87
Evergreen Capital Management
Washington
$748K -$4.54K -100 -0.6%
AIP
88
Ameritas Investment Partners
Nebraska
$733K -$4.67K -103 -0.7%
TWM
89
Trevian Wealth Management
Massachusetts
$732K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$719K +$144K +3,170 +26%
MGIA
91
Moneta Group Investment Advisors
Missouri
$669K -$27.6K -608 -4%
WWM
92
Western Wealth Management
Colorado
$639K +$2.5K +55 +0.4%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$608K +$32.4K +714 +6%
AWM
94
Axxcess Wealth Management
California
$564K +$1.59K +35 +0.3%
MAA
95
Matrix Asset Advisors
New York
$557K +$94.7K +2,087 +22%
TCOV
96
Trust Company of Vermont
Vermont
$546K
WSFS
97
Wilmington Savings Fund Society
Delaware
$532K +$510K +11,250 New
FG
98
Fiduciary Group
Georgia
$527K
AIA
99
Ally Invest Advisors
North Carolina
$515K +$85.7K +1,890 +21%
RJA
100
Raymond James & Associates
Florida
$515K -$24.6K -543 -5%

SPYX Hedge Fund Activity: Q3 2024 in Review

215 of the 6,964 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 2024, worth a combined $920M — up 2.2% from $901M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 8 closed out — a net gain of 10 holders — while 69 added to existing stakes and 54 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $7.73M. The largest seller was Windmill Hill Asset Management, cutting an estimated $53.1M.

  • 215 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2024, up from 205 in Q2 2024.
  • Funds reported $920M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2024 and 8 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2024 was Partners Capital Investment Group, an estimated $7.73M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2024 was Windmill Hill Asset Management, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2024.