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

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: 44 (0)

1% less funds holding

Funds holding: 166165 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
126
AssetMark Inc
California
$123K -$19K -612 -13%
MWM
127
Mascoma Wealth Management
New Hampshire
$119K
Fidelity Investments
128
Fidelity Investments
Massachusetts
$110K -$22K -708 -17%
NA
129
NewEdge Advisors
Louisiana
$88.4K +$199K +6,414 New
Citigroup
130
Citigroup
New York
$79.3K
WTA
131
Washington Trust Advisors
Massachusetts
$79.2K
IWM
132
IHT Wealth Management
Illinois
$77.5K +$232K +7,473 New
BWP
133
Baldwin Wealth Partners
Massachusetts
$75.6K
GWM
134
Geneos Wealth Management
Colorado
$61.4K
GEA
135
Glen Eagle Advisors
New Jersey
$56K
PGAM
136
Princeton Global Asset Management
New Jersey
$56K +$93 +3 +0.2%
ASN
137
Advisory Services Network
Georgia
$52.9K +$52.8K +1,698 New
PA
138
Parallel Advisors
California
$52K
CYG
139
Clean Yield Group
Vermont
$51.9K
EE
140
EWG Elevate
California
$51.1K +$51K +1,641 New
AF
141
Allworth Financial
California
$49K -$37.1K -1,194 -43%
AF
142
Advisornet Financial
Minnesota
$48.4K +$1.4K +45 +3%
SBL
143
Sargent Bickham Lagudis
Colorado
$45.1K
SPIA
144
Steward Partners Investment Advisory
New York
$41.9K +$93 +3 +0.2%
EWM
145
Evermay Wealth Management
Virginia
$39.7K
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.2K
US Bancorp
147
US Bancorp
Minnesota
$37.8K
IRC
148
Investors Research Corp
Georgia
$35.5K
William Blair & Company
149
William Blair & Company
Illinois
$35.1K
PG
150
Proffitt & Goodson
Tennessee
$31.3K

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.