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

221 hedge funds and large institutions have $1.05B invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $920M → $1.05B (+$131M)

3% more funds holding

Funds holding: 215221 (+6)

1.94% more ownership

Funds ownership: 49.1%51.04% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

14% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 76

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
65
Reduced
76
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
76
WESCAP Management Group
California
$1.03M
ACA
77
Affinity Capital Advisors
California
$970K -$5.61K -116 -0.6%
BIA
78
Bell Investment Advisors
California
$958K -$21.3K -441 -2%
BFA
79
Bragg Financial Advisors
North Carolina
$944K +$13.3K +275 +1%
OA
80
Operose Advisors
Wisconsin
$894K -$66.6K -1,378 -7%
CAM
81
Cresset Asset Management
Illinois
$890K
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$843K +$28.5K +589 +3%
FFN
83
Focus Financial Network
Minnesota
$813K +$18.3K +379 +2%
EWA
84
EP Wealth Advisors
California
$805K -$73.1K -1,511 -8%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$792K +$24.3K +503 +3%
HCP
86
Holt Capital Partners
Texas
$784K
FF
87
Farrow Financial
Vermont
$779K
WCF
88
West Coast Financial
California
$778K +$421K +8,704 +117%
Corient Private Wealth
89
Corient Private Wealth
Florida
$766K +$629 +13 +0.1%
ECM
90
Evergreen Capital Management
Washington
$754K -$9.09K -188 -1%
TWM
91
Trevian Wealth Management
Massachusetts
$747K +$1.11K +23 +0.1%
AIP
92
Ameritas Investment Partners
Nebraska
$738K -$9.14K -189 -1%
CB
93
Commerce Bank
Missouri
$720K +$221K +4,565 +44%
EA
94
Enclave Advisors
Texas
$709K -$152K -3,142 -18%
MAA
95
Matrix Asset Advisors
New York
$677K +$110K +2,270 +19%
IAS
96
IMA Advisory Services
Colorado
$637K +$640K +13,238 New
WWM
97
Western Wealth Management
Colorado
$636K -$14.5K -300 -2%
MGIA
98
Moneta Group Investment Advisors
Missouri
$609K -$72.7K -1,504 -11%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$599K +$260K +5,379 +76%
KAS
100
Kestra Advisory Services
Texas
$595K +$295K +6,097 +97%

SPYX Hedge Fund Activity: Q4 2024 in Review

221 of the 7,592 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 2024, worth a combined $1.05B — up 14% from $920M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SPYX positions and 11 closed out — a net gain of 10 holders — while 65 added to existing stakes and 76 trimmed.

The largest buyer was Windmill Hill Asset Management, adding an estimated $119M. The largest seller was Partners Capital Investment Group, cutting an estimated $14.8M.

  • 221 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2024, up from 215 in Q3 2024.
  • Funds reported $1.05B of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 21 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2024 was Windmill Hill Asset Management, an estimated $119M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2024 was Partners Capital Investment Group, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2024.