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

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: 56 (+1)

3% more funds holding

Funds holding: 200205 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
126
Trademark Financial Management
Minnesota
$325K +$103K +2,412 +50%
WLPWM
127
Walled Lake Planning & Wealth Management
Illinois
$323K +$856 +20 +0.3%
NP
128
NorthRock Partners
Minnesota
$318K +$556 +13 +0.2%
CWA
129
Cornerstone Wealth Advisors
Minnesota
$303K +$290K +6,785 New
TIAA Trust, National Association
130
TIAA Trust, National Association
North Carolina
$291K +$63K +1,473 +29%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$283K
PCFFS
132
Pacific Center for Financial Services
California
$280K +$385 +9 +0.1%
BFG
133
Bleakley Financial Group
New Jersey
$267K -$10.8K -253 -4%
SW
134
Simplicity Wealth
New Jersey
$267K -$10.8K -253 -4%
4FG
135
4Thought Financial Group
New York
$265K -$7.96K -186 -3%
NFA
136
Northern Financial Advisors
Michigan
$260K +$1.8K +42 +0.7%
HCM
137
Highview Capital Management
Illinois
$259K
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$257K -$323K -7,554 -57%
IWM
139
IHT Wealth Management
Illinois
$255K -$13.4K -314 -5%
NA
140
NewEdge Advisors
Louisiana
$253K -$214 -5 -0.1%
EAM
141
Evanson Asset Management
California
$252K
TIM
142
Tortoise Investment Management
New York
$250K
SSB
143
Sandy Spring Bank
Maryland
$245K
WA
144
WBH Advisory
Maryland
$243K
MAG
145
MRA Advisory Group
New Jersey
$243K
JFGIW
146
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$242K -$23.2K -541 -9%
Brown Advisory
147
Brown Advisory
Maryland
$241K
CGFA
148
Colton Groome Financial Advisors
North Carolina
$240K -$2.14K -50 -0.9%
SEIA
149
Signature Estate & Investment Advisors
California
$231K +$221K +5,169 New
FA
150
Fountainhead AM
New Jersey
$223K +$214K +5,001 New

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.