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

215 hedge funds and large institutions have $920M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 54 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

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

5% more funds holding

Funds holding: 205215 (+10)

2% more capital invested

Capital invested by funds: $901M → $920M (+$19.8M)

0.37% less ownership

Funds ownership: 49.48%49.1% (-0.37%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $129M

Holders
215
Holders Change
+10
Holders Change %
+4.88%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
69
Reduced
54
Closed
8
Calls
Puts
$129M
Net Calls
-$129M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
126
Prio Wealth Limited Partnership
Massachusetts
$348K
SPC
127
Sigma Planning Corp
Michigan
$347K +$333K +7,342 New
TFM
128
Trademark Financial Management
Minnesota
$344K
WLPWM
129
Walled Lake Planning & Wealth Management
Illinois
$343K +$862 +19 +0.3%
NP
130
NorthRock Partners
Minnesota
$337K
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$334K +$61.9K +1,364 +24%
Jones Financial Companies
132
Jones Financial Companies
Missouri
$332K +$106K +2,334 +49%
TIAA Trust, National Association
133
TIAA Trust, National Association
North Carolina
$323K +$13.6K +300 +5%
CWA
134
Cornerstone Wealth Advisors
Minnesota
$315K -$5.54K -122 -2%
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$300K -$408 -9 -0.1%
PCFFS
136
Pacific Center for Financial Services
California
$297K +$408 +9 +0.1%
KAS
137
Kestra Advisory Services
Texas
$296K -$276K -6,076 -49%
IWM
138
IHT Wealth Management
Illinois
$292K +$18.4K +405 +7%
BFG
139
Bleakley Financial Group
New Jersey
$284K +$1.27K +28 +0.5%
NFA
140
Northern Financial Advisors
Michigan
$276K +$726 +16 +0.3%
HCM
141
Highview Capital Management
Illinois
$274K
AAS
142
Avantax Advisory Services
Texas
$270K +$259K +5,711 New
EAM
143
Evanson Asset Management
California
$267K
4FG
144
4Thought Financial Group
New York
$267K -$13.9K -306 -5%
TIM
145
Tortoise Investment Management
New York
$264K
NA
146
NewEdge Advisors
Louisiana
$263K -$4.45K -98 -2%
PAG
147
Private Advisor Group
New Jersey
$260K -$120K -2,639 -32%
SSB
148
Sandy Spring Bank
Maryland
$260K
WA
149
WBH Advisory
Maryland
$258K
MAG
150
MRA Advisory Group
New Jersey
$257K

SPYX Hedge Fund Activity: Q3 2024 in Review

215 of the 6,964 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 2024, worth a combined $920M — up 2.2% from $901M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 8 closed out — a net gain of 10 holders — while 69 added to existing stakes and 54 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $7.73M. The largest seller was Windmill Hill Asset Management, cutting an estimated $53.1M.

  • 215 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2024, up from 205 in Q2 2024.
  • Funds reported $920M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2024 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 2024 was Partners Capital Investment Group, an estimated $7.73M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2024 was Windmill Hill Asset Management, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2024.