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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
UFAC
176
Urban Financial Advisory Corp
Illinois
$167K +$435 +9 +0.3%
Citigroup
177
Citigroup
New York
$123K – – –
WTA
178
Washington Trust Advisors
Massachusetts
$122K – – –
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$121K -$71.4K -1,476 -37%
EWM
180
Evermay Wealth Management
Virginia
$111K – – –
AWM
181
Avior Wealth Management
Nebraska
$111K -$247K -5,117 -69%
FWA
182
Flagship Wealth Advisors
Massachusetts
$100K +$101K +2,086 New
AWM
183
AE Wealth Management
Kansas
$92.5K +$92.9K +1,921 New
RIL
184
Rothschild Investment LLC
Illinois
$92.4K – – –
RF
185
Robinswood Financial
Washington
$90.8K -$3.77K -78 -4%
KSB
186
Kennebec Savings Bank
Maine
$89.5K – – –
CAL
187
Capital Analysts LLC
Pennsylvania
$87K – – –
SPIA
188
Steward Partners Investment Advisory
New York
$84.5K +$84.9K +1,755 New
AF
189
Allworth Financial
California
$82.4K +$48 +1 +0.1%
PA
190
Parallel Advisors
California
$80.5K – – –
IRC
191
Investors Research Corp
Georgia
$75K – – –
TWC
192
TD Waterhouse Canada
Ontario, Canada
$65K -$7.83K -162 -11%
PGAM
193
Princeton Global Asset Management
New Jersey
$59K +$145 +3 +0.2%
PG
194
Proffitt & Goodson
Tennessee
$57.1K – – –
William Blair & Company
195
William Blair & Company
Illinois
$54.3K – – –
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51K – – –
AF
197
Advisornet Financial
Minnesota
$49.8K +$387 +8 +0.8%
GEA
198
Glen Eagle Advisors
New Jersey
$43.3K -$29K -600 -40%
GRP
199
Global Retirement Partners
California
$43K – – –
WIM
200
Westside Investment Management
California
$40.4K +$14.5K +300 +56%
6 7
8
9 10

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.