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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
WGCA
151
Wolf Group Capital Advisors
Virginia
$213K
AOWM
152
Alpha Omega Wealth Management
Virginia
$212K +$202K +4,950 New
EPP
153
ETF Portfolio Partners
Kansas
$209K +$199K +4,886 New
TFM
154
Trademark Financial Management
Minnesota
$208K +$198K +4,868 New
KHC
155
Koesten Hirschmann & Crabtree
Kansas
$208K
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$207K +$21.8K +534 +12%
EFM
157
Eley Financial Management
Vermont
$205K +$195K +4,796 New
BP
158
Ballentine Partners
Massachusetts
$203K +$193K +4,734 New
UB
159
UMB Bank
Missouri
$200K
ST
160
Smithfield Trust
Pennsylvania
$199K
Citigroup
161
Citigroup
New York
$109K
WTA
162
Washington Trust Advisors
Massachusetts
$109K
BWP
163
Baldwin Wealth Partners
Massachusetts
$104K
EWM
164
Evermay Wealth Management
Virginia
$98.9K
TWC
165
TD Waterhouse Canada
Ontario, Canada
$87.5K -$3.42K -84 -5%
RF
166
Robinswood Financial
Washington
$83.9K +$44.7K +1,096 +126%
RIL
167
Rothschild Investment LLC
Illinois
$82.2K -$12.2K -300 -14%
CAL
168
Capital Analysts LLC
Pennsylvania
$77K
PTC
169
Private Trust Company
Ohio
$74.2K
PA
170
Parallel Advisors
California
$71.5K
AF
171
Allworth Financial
California
$70.2K
IRC
172
Investors Research Corp
Georgia
$66.6K
GEA
173
Glen Eagle Advisors
New Jersey
$64.2K
CYG
174
Clean Yield Group
Vermont
$60.5K -$14.5K -355 -20%
AssetMark Inc
175
AssetMark Inc
California
$54.5K -$2.04K -50 -4%

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.