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

153 hedge funds and large institutions have $523M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

9% more funds holding

Funds holding: 141 → 153 (+12)

6% more capital invested

Capital invested by funds: $493M → $523M (+$30.8M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

7.24% less ownership

Funds ownership: 143% → 135.77% (-7.2%)

Holders
153
Holders Change
+12
Holders Change %
+8.51%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
54
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$14.2M
2
IMC Chicago
IMC Chicago
Illinois
+$9.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$9.1M
4
RG
Rathbones Group
United Kingdom
+$4.6M
5
LSAG
Lake Street Advisors Group
New Hampshire
+$3.77M

Top Sellers

1
WHAM
Windmill Hill Asset Management
United Kingdom
-$26.4M
2
CIA
Choate Investment Advisors
Massachusetts
-$17.9M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$8.91M
4
LPL Financial
LPL Financial
California
-$5.73M
5
ST
Spinnaker Trust
Maine
-$3.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
101
N.E.W. Advisory Services
Wisconsin
$230K – – –
PJSIMP
102
P.J. Schmidt Investment Management (PJS)
Wisconsin
$218K – – –
PCFFS
103
Pacific Center for Financial Services
California
$218K +$310 +9 +0.1%
FP
104
Fiduciary Planning
Florida
$217K -$78.8K -2,286 -27%
PWLP
105
Prio Wealth Limited Partnership
Massachusetts
$217K -$25.9K -750 -11%
AP
106
Appleton Partners
Massachusetts
$215K +$210K +6,090 New
SSCA
107
South Shore Capital Advisors
Massachusetts
$213K +$207K +6,009 New
Brown Advisory
108
Brown Advisory
Maryland
$207K +$202K +5,862 New
MAA
109
Matrix Asset Advisors
New York
$206K +$200K +5,814 New
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$205K -$216K -6,270 -52%
TIM
111
Tortoise Investment Management
New York
$201K -$146K -4,230 -43%
AssetMark Inc
112
AssetMark Inc
California
$175K -$24.9K -723 -13%
4FG
113
4Thought Financial Group
New York
$161K -$2.79K -81 -2%
AWA
114
Arkadios Wealth Advisors
Georgia
$133K – – –
SWM
115
Selective Wealth Management
Virginia
$116K -$213K -6,180 -65%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$116K +$4.76K +138 +4%
ST
117
Smithfield Trust
Pennsylvania
$114K – – –
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$107K +$207 +6 +0.2%
Citigroup
119
Citigroup
New York
$90K – – –
WT
120
Washington Trust
Rhode Island
$90K – – –
GWM
121
Geneos Wealth Management
Colorado
$89K -$224K -6,507 -72%
BWP
122
Baldwin Wealth Partners
Massachusetts
$83K +$724 +21 +0.9%
SW
123
SVB Wealth
Massachusetts
$68K – – –
LWM
124
Liberty Wealth Management
California
$67K +$50.2K +1,455 +323%
AIA
125
Arcadia Investment Advisors
Idaho
$66.2K – – –
3 4
5
6 7

SPYX Hedge Fund Activity: Q2 2021 in Review

153 of the 5,745 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 2021, worth a combined $523M — up 6.3% from $493M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPYX positions and 11 closed out — a net gain of 14 holders — while 54 added to existing stakes and 40 trimmed.

The largest buyer was Betterment LLC, adding an estimated $14.2M. The largest seller was Windmill Hill Asset Management, cutting an estimated $26.4M.

  • 153 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2021, up from 141 in Q1 2021.
  • Funds reported $523M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2021, up 6.3% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2021 and 11 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2021 was Betterment LLC, an estimated $14.2M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2021 was Windmill Hill Asset Management, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2021.