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

161 hedge funds and large institutions have $439M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

63% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 35

5% more funds holding

Funds holding: 153161 (+8)

16% less capital invested

Capital invested by funds: $523M → $439M (-$84.7M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23.85% less ownership

Funds ownership: 135.77%111.92% (-24%)

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
18
Increased
57
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
126
Walled Lake Planning & Wealth Management
Illinois
$85K +$87.4K +2,397 New
BWP
127
Baldwin Wealth Partners
Massachusetts
$83K
SW
128
SVB Wealth
Massachusetts
$68K
LWM
129
Liberty Wealth Management
California
$68K +$109 +3 +0.2%
AIA
130
Arcadia Investment Advisors
Idaho
$66.1K -$219 -6 -0.3%
GEA
131
Glen Eagle Advisors
New Jersey
$63.7K
CYG
132
Clean Yield Group
Vermont
$59K
PA
133
Parallel Advisors
California
$59K
US Bancorp
134
US Bancorp
Minnesota
$56K
HI
135
Hudock Inc
Pennsylvania
$51K -$5.36K -147 -9%
SBL
136
Sargent Bickham Lagudis
Colorado
$48K +$766 +21 +2%
EWM
137
Evermay Wealth Management
Virginia
$45K
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.6K
PGAM
139
Princeton Global Asset Management
New Jersey
$44K +$11.1K +303 +33%
IA
140
IFP Advisors
Florida
$33K +$328 +9 +1%
RIM
141
Rockbridge Investment Management
New York
$30K
PP
142
PrairieView Partners
Minnesota
$28K
AF
143
Advisornet Financial
Minnesota
$25K +$25.4K +696 New
SPIA
144
Steward Partners Investment Advisory
New York
$16K +$547 +15 +3%
CWM
145
Cranbrook Wealth Management
Michigan
$13K
HIIFS
146
Harel Insurance Investments & Financial Services
Israel
$13K +$13.1K +360 New
CA
147
Crewe Advisors
Utah
$12K
MFA
148
McClarren Financial Advisors
Pennsylvania
$9K -$4.92K -135 -33%
CFD
149
Creative Financial Designs
Indiana
$8K
PG
150
Proffitt & Goodson
Tennessee
$8K

SPYX Hedge Fund Activity: Q3 2021 in Review

161 of the 5,712 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 2021, worth a combined $439M — down 16% from $523M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 8 closed out — a net gain of 10 holders — while 57 added to existing stakes and 35 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $10.1M. The largest seller was Choate Investment Advisors, cutting an estimated $12.8M.

  • 161 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2021, up from 153 in Q2 2021.
  • Funds reported $439M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2021, down 16% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2021 and 8 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2021 was Bank of New York Mellon, an estimated $10.1M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2021 was Choate Investment Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2021.