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

165 hedge funds and large institutions have $559M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 30

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

5.28% more ownership

Funds ownership: 155.45% → 160.73% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less funds holding

Funds holding: 166 → 165 (-1)

3% less capital invested

Capital invested by funds: $574M → $559M (-$14.8M)

Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
64
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$21.1M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$9.01M
3
Mariner
Mariner
Kansas
+$7.56M
4
Wells Fargo
Wells Fargo
California
+$5.43M
5
CIA
Choate Investment Advisors
Massachusetts
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$5.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.41M
3
Cerity Partners
Cerity Partners
New York
-$2.39M
4
UBS Group
UBS Group
Switzerland
-$1.01M
5
Citadel Advisors
Citadel Advisors
Florida
-$982K
Name Holding Trade Value Shares
Change 		Change in
Stake
FT
101
Fiduciary Trust
Massachusetts
$283K – – –
FPF
102
First Pacific Financial
Washington
$279K +$1.12K +36 +0.4%
EFH
103
Eaton Financial Holdings
Florida
$279K +$279K +8,970 New
FG
104
Fiduciary Group
Georgia
$276K – – –
APA
105
Astoria Portfolio Advisors
New York
$276K +$428K +13,767 +114%
WWM
106
Western Wealth Management
Colorado
$271K -$247K -7,950 -48%
AM
107
AGF Management
Ontario, Canada
$256K +$256K +8,235 New
AWM
108
Avior Wealth Management
Nebraska
$256K – – –
HGWM
109
Horst & Graben Wealth Management
Oregon
$254K -$11.9K -384 -4%
DT
110
Diversified Trust
Tennessee
$247K – – –
NEWAS
111
N.E.W. Advisory Services
Wisconsin
$244K – – –
HCM
112
Highview Capital Management
Illinois
$238K – – –
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$235K +$235K +7,548 New
PWLP
114
Prio Wealth Limited Partnership
Massachusetts
$229K – – –
PAG
115
Private Advisor Group
New Jersey
$205K +$239K +7,683 New
AWS
116
Atria Wealth Solutions
New York
$202K +$202K +6,498 New
TIM
117
Tortoise Investment Management
New York
$174K – – –
ST
118
Smithfield Trust
Pennsylvania
$163K +$62.7K +2,019 +63%
HS
119
Horan Securities
United States
$162K +$30.6K +984 +23%
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$159K -$69.6K -2,241 -30%
OA
121
Operose Advisors
Wisconsin
$153K -$4.75K -153 -3%
KHC
122
Koesten Hirschmann & Crabtree
Kansas
$151K +$151K +4,860 New
UB
123
UMB Bank
Missouri
$146K – – –
PTC
124
Private Trust Company
Ohio
$142K – – –
4FG
125
4Thought Financial Group
New York
$134K -$2.8K -90 -2%
3 4
5
6 7

SPYX Hedge Fund Activity: Q4 2022 in Review

165 of the 6,221 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 2022, worth a combined $559M — down 2.6% from $574M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPYX positions and 14 closed out — a net gain of 5 holders — while 64 added to existing stakes and 30 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $21.1M. The largest seller was Truist Financial, cutting an estimated $5.57M.

  • 165 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2022, down from 166 in Q3 2022.
  • Funds reported $559M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2022 and 14 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2022 was Kestra Advisory Services, an estimated $21.1M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2022 was Truist Financial, an estimated $5.57M sold.

Based on aggregated 13F filings for Q4 2022.