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

166 hedge funds and large institutions have $574M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.55% less ownership

Funds ownership: 157.99%155.45% (-2.5%)

8% less capital invested

Capital invested by funds: $622M → $574M (-$47.7M)

8% less funds holding

Funds holding: 181166 (-15)

75% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 20

Holders
166
Holders Change
-15
Holders Change %
-8.29%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
5
Increased
65
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FT
101
Fiduciary Trust
Massachusetts
$264K -$12.1K -375 -4%
FPF
102
First Pacific Financial
Washington
$260K -$47.4K -1,467 -14%
Jane Street
103
Jane Street
New York
$256K -$110K -3,396 -28%
FCH
104
Freestone Capital Holdings
Washington
$252K +$281K +8,682 New
HGWM
105
Horst & Graben Wealth Management
Oregon
$248K -$68.9K -2,130 -20%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$241K
AWM
107
Avior Wealth Management
Nebraska
$239K -$3.49K -108 -1%
HPWM
108
Highland Private Wealth Management
Washington
$237K
DT
109
Diversified Trust
Tennessee
$230K
NEWAS
110
N.E.W. Advisory Services
Wisconsin
$228K -$6.5K -201 -2%
HCM
111
Highview Capital Management
Illinois
$222K +$248K +7,656 New
PWLP
112
Prio Wealth Limited Partnership
Massachusetts
$214K +$5.82K +180 +3%
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$213K -$2.23K -69 -0.9%
NP
114
NorthRock Partners
Minnesota
$205K +$228K +7,053 New
PCFFS
115
Pacific Center for Financial Services
California
$181K +$388 +12 +0.2%
TIM
116
Tortoise Investment Management
New York
$163K
OA
117
Operose Advisors
Wisconsin
$147K +$679 +21 +0.4%
UB
118
UMB Bank
Missouri
$136K
AssetMark Inc
119
AssetMark Inc
California
$133K +$20.7K +639 +16%
PTC
120
Private Trust Company
Ohio
$132K -$17.2K -531 -10%
4FG
121
4Thought Financial Group
New York
$127K -$388 -12 -0.3%
SWM
122
Selective Wealth Management
Virginia
$127K +$35.2K +1,089 +33%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$123K +$30.6K +945 +29%
HS
124
Horan Securities
United States
$122K +$136K +4,215 New
MWM
125
Mascoma Wealth Management
New Hampshire
$112K

SPYX Hedge Fund Activity: Q3 2022 in Review

166 of the 5,805 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 2022, worth a combined $574M — down 7.7% from $622M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SPYX and 5 opened new positions — a net loss of 15 holders — while 41 trimmed existing stakes and 65 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $4.9M. The largest seller was Windmill Hill Asset Management, cutting an estimated $14.7M.

  • 166 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2022, down from 181 in Q2 2022.
  • Funds reported $574M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2022 and 20 closed out, a net change of -15 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2022 was Partners Capital Investment Group, an estimated $4.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2022 was Windmill Hill Asset Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2022.