We are live on ! Find out more
SPYX icon

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

221 hedge funds and large institutions have $1.05B invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $920M → $1.05B (+$131M)

3% more funds holding

Funds holding: 215221 (+6)

1.94% more ownership

Funds ownership: 49.1%51.04% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

14% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 76

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
65
Reduced
76
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DT
126
Diversified Trust
Tennessee
$382K
DL
127
DOHJ LLC
Washington
$376K
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$374K +$30.5K +630 +9%
TFM
129
Trademark Financial Management
Minnesota
$370K +$19.2K +397 +5%
RA
130
Rockingstone Advisors
Massachusetts
$370K -$7.98K -165 -2%
SA
131
Sovran Advisors
California
$368K +$372K +7,690 New
HGWM
132
Horst & Graben Wealth Management
Oregon
$364K -$2.66K -55 -0.7%
PFS
133
Prospera Financial Services
Texas
$357K +$193 +4 +0.1%
WLPWM
134
Walled Lake Planning & Wealth Management
Illinois
$350K +$967 +20 +0.3%
SPC
135
Sigma Planning Corp
Michigan
$349K -$4.5K -93 -1%
NP
136
NorthRock Partners
Minnesota
$344K
Comerica Bank
137
Comerica Bank
Texas
$343K -$32.6K -674 -9%
CWA
138
Cornerstone Wealth Advisors
Minnesota
$322K +$1.26K +26 +0.4%
TIAA Trust, National Association
139
TIAA Trust, National Association
North Carolina
$319K -$9.91K -205 -3%
PCFFS
140
Pacific Center for Financial Services
California
$304K +$387 +8 +0.1%
IF
141
Ironwood Financial
Arizona
$300K -$151K -3,127 -33%
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$285K -$20.3K -420 -7%
NEWAS
143
N.E.W. Advisory Services
Wisconsin
$283K -$95.4K -1,973 -25%
NFA
144
Northern Financial Advisors
Michigan
$282K +$774 +16 +0.3%
IWM
145
IHT Wealth Management
Illinois
$278K -$18.1K -374 -6%
EAM
146
Evanson Asset Management
California
$272K
HCM
147
Highview Capital Management
Illinois
$271K -$8.37K -173 -3%
NBWM
148
North Berkeley Wealth Management
California
$268K +$269K +5,557 New
WMA
149
William Mack & Associates
Michigan
$267K +$268K +5,539 New
PAG
150
Private Advisor Group
New Jersey
$265K +$242 +5 +0.1%

SPYX Hedge Fund Activity: Q4 2024 in Review

221 of the 7,592 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 2024, worth a combined $1.05B — up 14% from $920M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SPYX positions and 11 closed out — a net gain of 10 holders — while 65 added to existing stakes and 76 trimmed.

The largest buyer was Windmill Hill Asset Management, adding an estimated $119M. The largest seller was Partners Capital Investment Group, cutting an estimated $14.8M.

  • 221 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2024, up from 215 in Q3 2024.
  • Funds reported $1.05B of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 21 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2024 was Windmill Hill Asset Management, an estimated $119M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2024 was Partners Capital Investment Group, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2024.