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

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: 205 → 215 (+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: 6 → 4 (-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

Top Buyers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
+$7.73M
2
LSAG
Lake Street Advisors Group
New Hampshire
+$4.8M
3
Bank of America
Bank of America
North Carolina
+$3.27M
4
ST
Spinnaker Trust
Maine
+$1.62M
5
Goldman Sachs
Goldman Sachs
New York
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
WHAM
Windmill Hill Asset Management
United Kingdom
-$53.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.11M
3
Jane Street
Jane Street
New York
-$851K
4
UBS Group
UBS Group
Switzerland
-$732K
5
CIA
Choate Investment Advisors
Massachusetts
-$614K
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
151
Brown Advisory
Maryland
$256K – – –
SEIA
152
Signature Estate & Investment Advisors
California
$253K +$8.26K +182 +4%
CGFA
153
Colton Groome Financial Advisors
North Carolina
$243K -$10.9K -240 -4%
US Bancorp
154
US Bancorp
Minnesota
$230K – – –
KHC
155
Koesten Hirschmann & Crabtree
Kansas
$230K – – –
AOWM
156
Alpha Omega Wealth Management
Virginia
$224K -$9.07K -200 -4%
BP
157
Ballentine Partners
Massachusetts
$224K – – –
UB
158
UMB Bank
Missouri
$221K – – –
OMC
159
Old Mission Capital
Illinois
$221K +$212K +4,676 New
ST
160
Smithfield Trust
Pennsylvania
$219K – – –
WCWM
161
Willow Creek Wealth Management
California
$218K +$210K +4,623 New
DWM
162
Dakota Wealth Management
Florida
$218K – – –
KFI
163
Key Financial Inc
Pennsylvania
$215K +$206K +4,540 New
AWM
164
Apollon Wealth Management
South Carolina
$213K +$181 +4 +0.1%
WGCA
165
Wolf Group Capital Advisors
Virginia
$213K +$267K +5,888 New
SC
166
Savant Capital
Illinois
$210K +$202K +4,455 New
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$188K -$19.7K -434 -10%
T
168
Tidemark
California
$175K -$6.03K -133 -3%
UFAC
169
Urban Financial Advisory Corp
Illinois
$164K +$157K +3,461 New
HGA
170
Hobbs Group Advisors
South Carolina
$157K +$45 +1 +0%
Citigroup
171
Citigroup
New York
$120K – – –
WTA
172
Washington Trust Advisors
Massachusetts
$120K – – –
BWP
173
Baldwin Wealth Partners
Massachusetts
$118K – – –
EWM
174
Evermay Wealth Management
Virginia
$109K – – –
JFGIW
175
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K -$144K -3,172 -58%
5 6
7
8 9

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.