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

172 hedge funds and large institutions have $641M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 32

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

46% more capital invested

Capital invested by funds: $439M → $641M (+$202M)

25.49% more ownership

Funds ownership: 111.92% → 137.41% (+25%)

7% more funds holding

Funds holding: 161 → 172 (+11)

Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
2.65%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
26
Increased
68
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$35.5M
2
Betterment LLC
Betterment LLC
New York
+$4.86M
3
LPL Financial
LPL Financial
California
+$4.58M
4
RIS
Retirement Income Solutions
Michigan
+$3.34M
5
Wells Fargo
Wells Fargo
California
+$3.26M

Top Sellers

Rank Fund Capital Flow
1
CIA
Choate Investment Advisors
Massachusetts
-$1.82M
2
FTUS
Flow Traders U.S.
New York
-$1.05M
3
TRCT
Tower Research Capital (TRC)
New York
-$687K
4
PCIG
Partners Capital Investment Group
Massachusetts
-$687K
5
MIAN
Mariner Independent Advisor Network
Kansas
-$657K
Name Holding Trade Value Shares
Change 		Change in
Stake
FT
101
Fiduciary Trust
Massachusetts
$395K -$5.68K -150 -1%
GSWM
102
Golden State Wealth Management
California
$383K +$370K +9,765 New
TAM
103
Trillium Asset Management
Massachusetts
$379K +$366K +9,660 New
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$351K +$119K +3,150 +54%
FG
105
Fiduciary Group
Georgia
$347K +$6.25K +165 +2%
AWM
106
Avior Wealth Management
Nebraska
$327K -$99.1K -2,616 -24%
HPWM
107
Highland Private Wealth Management
Washington
$319K – – –
WGCA
108
Wolf Group Capital Advisors
Virginia
$314K +$303K +7,995 New
DT
109
Diversified Trust
Tennessee
$311K – – –
FCM
110
Fortis Capital Management
Washington
$301K +$51.6K +1,362 +22%
CIBC World Market
111
CIBC World Market
Ontario, Canada
$295K -$325K -8,577 -53%
CHAM
112
Clear Harbor Asset Management
Connecticut
$265K – – –
PWLP
113
Prio Wealth Limited Partnership
Massachusetts
$258K +$5.68K +150 +2%
NEWAS
114
N.E.W. Advisory Services
Wisconsin
$255K – – –
WWM
115
Western Wealth Management
Colorado
$252K +$243K +6,420 New
NP
116
NorthRock Partners
Minnesota
$250K +$241K +6,375 New
PCFFS
117
Pacific Center for Financial Services
California
$243K +$341 +9 +0.1%
SSCA
118
South Shore Capital Advisors
Massachusetts
$233K -$3.18K -84 -1%
VWA
119
V Wealth Advisors
Kansas
$231K +$223K +5,886 New
Brown Advisory
120
Brown Advisory
Maryland
$230K – – –
PJSIMP
121
P.J. Schmidt Investment Management (PJS)
Wisconsin
$222K – – –
TIM
122
Tortoise Investment Management
New York
$218K -$5.11K -135 -2%
AssetMark Inc
123
AssetMark Inc
California
$209K +$12K +318 +6%
UB
124
UMB Bank
Missouri
$184K +$177K +4,680 New
4FG
125
4Thought Financial Group
New York
$167K -$4.32K -114 -3%
3 4
5
6 7

SPYX Hedge Fund Activity: Q4 2021 in Review

172 of the 6,498 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 2021, worth a combined $641M — up 46% from $439M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SPYX positions and 15 closed out — a net gain of 11 holders — while 68 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $35.5M. The largest seller was Choate Investment Advisors, cutting an estimated $1.82M.

  • 172 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2021, up from 161 in Q3 2021.
  • Funds reported $641M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2021, up 46% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2021 and 15 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $35.5M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2021 was Choate Investment Advisors, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2021.