We are live on ! Find out more
SPYX icon

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
MCC
151
Money Concepts Capital
Florida
$31K -$746 -24 -2%
PP
152
PrairieView Partners
Minnesota
$24K
CWM
153
Cranbrook Wealth Management
Michigan
$16.8K
FFA
154
Farther Finance Advisors
California
$13.4K +$13.4K +432 New
DWP
155
Destiny Wealth Partners
Florida
$12.3K
CA
156
Crewe Advisors
Utah
$10.6K +$93 +3 +0.9%
CFD
157
Creative Financial Designs
Indiana
$6.82K
MAWCM
158
Mine & Arao Wealth Creation & Management
California
$4.58K
BAM
159
Baldrige Asset Management
Pennsylvania
$4K
MFA
160
McClarren Financial Advisors
Pennsylvania
$4K
ADL
161
Asset Dedication LLC
California
$3K -$46.3K -1,491 -94%
JP Morgan Chase
162
JP Morgan Chase
New York
$2K
NSIM
163
North Star Investment Management
Illinois
$1.05K
BWL
164
Bogart Wealth LLC
Virginia
$93
WIM
165
Westside Investment Management
California
$16
Citadel Advisors
166
Citadel Advisors
Florida
-$982K -33,816 Closed
PFA
167
Pathway Financial Advisors
Vermont
-$659K -22,674 Closed
GFS
168
GYL Financial Synergies
Connecticut
-$340K -11,709 Closed
FCH
169
Freestone Capital Holdings
Washington
-$252K -8,682 Closed
CIBC World Market
170
CIBC World Market
Ontario, Canada
-$241K -8,292 Closed
HPWM
171
Highland Private Wealth Management
Washington
-$237K -8,142 Closed
NP
172
NorthRock Partners
Minnesota
-$205K -7,053 Closed
SWM
173
Selective Wealth Management
Virginia
-$127K -4,365 Closed
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
-$78K -2,673 Closed
AIA
175
Arcadia Investment Advisors
Idaho
-$55.3K -1,902 Closed

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.