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

200 hedge funds and large institutions have $908M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $722M → $908M (+$186M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

3% more funds holding

Funds holding: 194 → 200 (+6)

2.13% more ownership

Funds ownership: 49.06% → 51.19% (+2.1%)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
2.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
58
Reduced
67
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WHAM
Windmill Hill Asset Management
United Kingdom
+$96.3M
2
LSAG
Lake Street Advisors Group
New Hampshire
+$5.08M
3
Bank of America
Bank of America
North Carolina
+$3.6M
4
GAM
Gemmer Asset Management
California
+$2.7M
5
Stifel Financial
Stifel Financial
Missouri
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$11.6M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$7.87M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.85M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.49M
5
SEI Investments
SEI Investments
Pennsylvania
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$423K +$403K +9,891 New
IF
102
Ironwood Financial
Arizona
$413K -$285 -7 -0.1%
S
103
Syntrinsic
Colorado
$409K +$18K +442 +5%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$406K -$32.5K -797 -8%
FT
105
Fiduciary Trust
Massachusetts
$403K -$53K -1,300 -12%
PAG
106
Private Advisor Group
New Jersey
$387K +$30.6K +751 +9%
AIA
107
Ally Invest Advisors
North Carolina
$380K +$6.93K +170 +2%
HI
108
Human Investing
Oregon
$372K – – –
JWBC
109
J.W. Burns & Co
New York
$364K +$4.08K +100 +1%
CIAS
110
CBIZ Investment Advisory Services
Ohio
$358K +$938 +23 +0.3%
CPIG
111
Chicago Partners Investment Group
Illinois
$357K +$353K +8,654 New
FPF
112
First Pacific Financial
Washington
$356K -$4K -98 -1%
AWM
113
Avior Wealth Management
Nebraska
$355K +$41 +1 +0%
AWS
114
Atria Wealth Solutions
New York
$354K +$78.3K +1,920 +30%
CIBC World Market
115
CIBC World Market
Ontario, Canada
$350K – – –
RFA
116
Rollins Financial Advisors
New York
$345K – – –
DT
117
Diversified Trust
Tennessee
$339K – – –
NEWAS
118
N.E.W. Advisory Services
Wisconsin
$336K – – –
RA
119
Rockingstone Advisors
Massachusetts
$336K – – –
Comerica Bank
120
Comerica Bank
Texas
$334K -$87.2K -2,140 -22%
PWLP
121
Prio Wealth Limited Partnership
Massachusetts
$315K – – –
T
122
Tidemark
California
$313K -$627K -15,392 -68%
PFS
123
Prospera Financial Services
Texas
$310K -$2K -49 -0.7%
WLPWM
124
Walled Lake Planning & Wealth Management
Illinois
$309K +$815 +20 +0.3%
HGWM
125
Horst & Graben Wealth Management
Oregon
$307K -$11.9K -291 -4%
3 4
5
6 7

SPYX Hedge Fund Activity: Q1 2024 in Review

200 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q1 2024, worth a combined $908M — up 26% from $722M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 9 closed out — a net gain of 9 holders — while 58 added to existing stakes and 67 trimmed.

The largest buyer was Windmill Hill Asset Management, adding an estimated $96.3M. The largest seller was Morgan Stanley, cutting an estimated $11.6M.

  • 200 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2024, up from 194 in Q4 2023.
  • Funds reported $908M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2024 and 9 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2024 was Windmill Hill Asset Management, an estimated $96.3M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2024 was Morgan Stanley, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2024.