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

205 hedge funds and large institutions have $901M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

3% more funds holding

Funds holding: 200 → 205 (+5)

1% less capital invested

Capital invested by funds: $908M → $901M (-$7.18M)

3% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 67

1.72% less ownership

Funds ownership: 51.19% → 49.48% (-1.7%)

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
65
Reduced
67
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
+$20.9M
2
LSAG
Lake Street Advisors Group
New Hampshire
+$12.7M
3
Bank of America
Bank of America
North Carolina
+$3.5M
4
CFG
Citizens Financial Group
Rhode Island
+$1.34M
5
GAM
Gemmer Asset Management
California
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
WHAM
Windmill Hill Asset Management
United Kingdom
-$38.4M
2
LODC
Lanham O'Dell & Company
West Virginia
-$19.9M
3
Betterment LLC
Betterment LLC
New York
-$6.67M
4
Goldman Sachs
Goldman Sachs
New York
-$4.55M
5
LPL Financial
LPL Financial
California
-$4.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
101
Matrix Asset Advisors
New York
$432K -$28.9K -675 -7%
S
102
Syntrinsic
Colorado
$427K +$1.2K +28 +0.3%
CIBC World Market
103
CIBC World Market
Ontario, Canada
$425K +$58.4K +1,364 +17%
IF
104
Ironwood Financial
Arizona
$424K -$6.93K -162 -2%
FT
105
Fiduciary Trust
Massachusetts
$420K – – –
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$409K -$13.2K -309 -3%
AIA
107
Ally Invest Advisors
North Carolina
$402K +$5.52K +129 +1%
PJSIMP
108
P.J. Schmidt Investment Management (PJS)
Wisconsin
$398K +$103K +2,400 +37%
HI
109
Human Investing
Oregon
$388K – – –
CPIG
110
Chicago Partners Investment Group
Illinois
$384K – – –
JWBC
111
J.W. Burns & Co
New York
$379K – – –
CIAS
112
CBIZ Investment Advisory Services
Ohio
$374K +$1.03K +24 +0.3%
FPF
113
First Pacific Financial
Washington
$372K +$1.03K +24 +0.3%
AWM
114
Avior Wealth Management
Nebraska
$370K +$43 +1 +0%
AWS
115
Atria Wealth Solutions
New York
$369K +$171 +4 +0%
PAG
116
Private Advisor Group
New Jersey
$363K -$38.4K -896 -10%
RFA
117
Rollins Financial Advisors
New York
$359K – – –
DT
118
Diversified Trust
Tennessee
$354K – – –
NEWAS
119
N.E.W. Advisory Services
Wisconsin
$350K – – –
RA
120
Rockingstone Advisors
Massachusetts
$350K – – –
Comerica Bank
121
Comerica Bank
Texas
$348K – – –
WCF
122
West Coast Financial
California
$332K -$228K -5,326 -42%
PFS
123
Prospera Financial Services
Texas
$330K +$6.68K +156 +2%
PWLP
124
Prio Wealth Limited Partnership
Massachusetts
$328K – – –
HGWM
125
Horst & Graben Wealth Management
Oregon
$326K +$5.82K +136 +2%
3 4
5
6 7

SPYX Hedge Fund Activity: Q2 2024 in Review

205 of the 6,924 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 2024, worth a combined $901M — down 0.79% from $908M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SPYX positions and 10 closed out — a net gain of 6 holders — while 65 added to existing stakes and 67 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $20.9M. The largest seller was Windmill Hill Asset Management, cutting an estimated $38.4M.

  • 205 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2024, up from 200 in Q1 2024.
  • Funds reported $901M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2024, down 0.79% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2024 and 10 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2024 was Partners Capital Investment Group, an estimated $20.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2024 was Windmill Hill Asset Management, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2024.