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

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: 215 → 221 (+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: 4 → 4 (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
–

Top Buyers

Rank Fund Capital Flow
1
WHAM
Windmill Hill Asset Management
United Kingdom
+$119M
2
FA
Forefront Analytics
Pennsylvania
+$6.01M
3
Bank of America
Bank of America
North Carolina
+$4.68M
4
Two Sigma Investments
Two Sigma Investments
New York
+$4.3M
5
Morgan Stanley
Morgan Stanley
New York
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
-$14.8M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.53M
3
GT
Glenmede Trust
Pennsylvania
-$3.72M
4
CIA
Choate Investment Advisors
Massachusetts
-$3.08M
5
Betterment LLC
Betterment LLC
New York
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$263K +$28.8K +596 +12%
WA
152
WBH Advisory
Maryland
$263K – – –
MAG
153
MRA Advisory Group
New Jersey
$262K – – –
SSB
154
Sandy Spring Bank
Maryland
$261K -$3.58K -74 -1%
Brown Advisory
155
Brown Advisory
Maryland
$261K – – –
SEIA
156
Signature Estate & Investment Advisors
California
$260K +$1.94K +40 +0.7%
4FG
157
4Thought Financial Group
New York
$254K -$18.1K -375 -7%
CGFA
158
Colton Groome Financial Advisors
North Carolina
$248K – – –
SC
159
Scotia Capital
Ontario, Canada
$247K +$248K +5,127 New
AWM
160
Apollon Wealth Management
South Carolina
$245K +$27.3K +565 +13%
NA
161
NewEdge Advisors
Louisiana
$240K -$28.5K -590 -11%
TIM
162
Tortoise Investment Management
New York
$231K -$38.7K -800 -14%
BP
163
Ballentine Partners
Massachusetts
$228K – – –
UB
164
UMB Bank
Missouri
$225K – – –
ST
165
Smithfield Trust
Pennsylvania
$224K – – –
DWM
166
Dakota Wealth Management
Florida
$222K – – –
KHC
167
Koesten Hirschmann & Crabtree
Kansas
$222K -$12.1K -250 -5%
WCWM
168
Willow Creek Wealth Management
California
$220K -$2.42K -50 -1%
IAA
169
Independent Advisor Alliance
North Carolina
$219K +$220K +4,551 New
AOWM
170
Alpha Omega Wealth Management
Virginia
$219K -$9.67K -200 -4%
KFI
171
Key Financial Inc
Pennsylvania
$219K – – –
SC
172
Savant Capital
Illinois
$215K – – –
WGCA
173
Wolf Group Capital Advisors
Virginia
$213K – – –
JFGIW
174
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K +$65.7K +1,359 +60%
T
175
Tidemark
California
$170K -$8.17K -169 -5%
5 6
7
8 9

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.