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

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: 45 (+1)

3% more funds holding

Funds holding: 194200 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NP
126
NorthRock Partners
Minnesota
$305K
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$285K -$11.9K -293 -4%
PJSIMP
128
P.J. Schmidt Investment Management (PJS)
Wisconsin
$279K
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$272K -$192K -4,718 -43%
PCFFS
130
Pacific Center for Financial Services
California
$269K +$367 +9 +0.1%
BFG
131
Bleakley Financial Group
New Jersey
$267K +$611 +15 +0.2%
SW
132
Simplicity Wealth
New Jersey
$267K +$254K +6,236 New
4FG
133
4Thought Financial Group
New York
$263K +$58.8K +1,443 +31%
EWA
134
EP Wealth Advisors
California
$261K -$25.9K -635 -9%
IWM
135
IHT Wealth Management
Illinois
$259K +$36.4K +892 +17%
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K -$20.2K -495 -8%
HCM
137
Highview Capital Management
Illinois
$248K
NFA
138
Northern Financial Advisors
Michigan
$248K +$3.55K +87 +2%
Corient Private Wealth
139
Corient Private Wealth
Florida
$246K +$530 +13 +0.3%
NA
140
NewEdge Advisors
Louisiana
$243K +$8.4K +206 +4%
EAM
141
Evanson Asset Management
California
$242K
TIM
142
Tortoise Investment Management
New York
$239K
SSB
143
Sandy Spring Bank
Maryland
$235K -$611 -15 -0.3%
WA
144
WBH Advisory
Maryland
$233K
MAG
145
MRA Advisory Group
New Jersey
$233K
CGFA
146
Colton Groome Financial Advisors
North Carolina
$233K -$2.73K -67 -1%
Brown Advisory
147
Brown Advisory
Maryland
$232K
MWM
148
Mission Wealth Management
California
$228K +$217K +5,325 New
TIAA Trust, National Association
149
TIAA Trust, National Association
North Carolina
$216K +$206K +5,055 New
HPM
150
Hoxton Planning & Management
West Virginia
$215K +$205K +5,034 New

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.