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

153 hedge funds and large institutions have $523M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

9% more funds holding

Funds holding: 141 → 153 (+12)

6% more capital invested

Capital invested by funds: $493M → $523M (+$30.8M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

7.24% less ownership

Funds ownership: 143% → 135.77% (-7.2%)

Holders
153
Holders Change
+12
Holders Change %
+8.51%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
54
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$14.2M
2
IMC Chicago
IMC Chicago
Illinois
+$9.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$9.1M
4
RG
Rathbones Group
United Kingdom
+$4.6M
5
LSAG
Lake Street Advisors Group
New Hampshire
+$3.77M

Top Sellers

1
WHAM
Windmill Hill Asset Management
United Kingdom
-$26.4M
2
CIA
Choate Investment Advisors
Massachusetts
-$17.9M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$8.91M
4
LPL Financial
LPL Financial
California
-$5.73M
5
ST
Spinnaker Trust
Maine
-$3.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
126
Glen Eagle Advisors
New Jersey
$63.7K – – –
PA
127
Parallel Advisors
California
$59K – – –
CYG
128
Clean Yield Group
Vermont
$59K +$57.5K +1,668 New
HI
129
Hudock Inc
Pennsylvania
$56K -$7.13K -207 -11%
US Bancorp
130
US Bancorp
Minnesota
$56K – – –
SBL
131
Sargent Bickham Lagudis
Colorado
$48K +$1.03K +30 +2%
EWM
132
Evermay Wealth Management
Virginia
$45K +$44K +1,275 New
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.6K – – –
PGAM
134
Princeton Global Asset Management
New Jersey
$33K – – –
IA
135
IFP Advisors
Florida
$33K +$103 +3 +0.3%
RIM
136
Rockbridge Investment Management
New York
$30K – – –
PP
137
PrairieView Partners
Minnesota
$28K – – –
ASN
138
Advisory Services Network
Georgia
$28K +$27.2K +789 New
SPIA
139
Steward Partners Investment Advisory
New York
$15K +$14.9K +432 New
MFA
140
McClarren Financial Advisors
Pennsylvania
$14K – – –
CWM
141
Cranbrook Wealth Management
Michigan
$13K – – –
CA
142
Crewe Advisors
Utah
$12K +$2.48K +72 +27%
CFD
143
Creative Financial Designs
Indiana
$8K +$7.55K +219 New
PG
144
Proffitt & Goodson
Tennessee
$8K +$8.27K +240 New
BAM
145
Baldrige Asset Management
Pennsylvania
$7K +$6.41K +186 New
MAWCM
146
Mine & Arao Wealth Creation & Management
California
$5K +$4.96K +144 New
ADL
147
Asset Dedication LLC
California
$4K – – –
JP Morgan Chase
148
JP Morgan Chase
New York
$2K -$3.1K -90 -60%
AIA
149
Armor Investment Advisors
North Carolina
$2K – – –
JCM
150
Jacobi Capital Management
Pennsylvania
$2K +$1.76K +51 New
3 4 5
6
7

SPYX Hedge Fund Activity: Q2 2021 in Review

153 of the 5,745 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 2021, worth a combined $523M — up 6.3% from $493M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPYX positions and 11 closed out — a net gain of 14 holders — while 54 added to existing stakes and 40 trimmed.

The largest buyer was Betterment LLC, adding an estimated $14.2M. The largest seller was Windmill Hill Asset Management, cutting an estimated $26.4M.

  • 153 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2021, up from 141 in Q1 2021.
  • Funds reported $523M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2021, up 6.3% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2021 and 11 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2021 was Betterment LLC, an estimated $14.2M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2021 was Windmill Hill Asset Management, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2021.