We are live on ! Find out more
SPYX icon

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

40 hedge funds and large institutions have $45.1M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

50% more capital invested

Capital invested by funds: $30M → $45.1M (+$15.1M)

14% more funds holding

Funds holding: 3540 (+5)

4.43% more ownership

Funds ownership: 62.86%67.28% (+4.4%)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$10.2M +$478K +22,704 +5%
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$6.11M
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.65M +$184K +8,739 +3%
CIA
4
Choate Investment Advisors
Massachusetts
$4.82M +$4.7M +223,230 New
Bank of America
5
Bank of America
North Carolina
$2.88M -$447K -21,246 -14%
B
6
Bailard
California
$1.49M +$142K +6,750 +11%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$1.2M
LPL Financial
8
LPL Financial
California
$1.2M +$367K +17,427 +46%
GAM
9
Gould Asset Management
California
$1.17M +$303K +14,400 +36%
TCOV
10
Trust Company of Vermont
Vermont
$927K +$903K +42,900 New
HDIM
11
Hanson & Doremus Investment Management
Vermont
$893K +$25.3K +1,200 +3%
ACP
12
Ashfield Capital Partners
California
$761K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$646K -$13K -618 -2%
PMG
14
ProVise Management Group
Florida
$641K +$1.77K +84 +0.3%
AA
15
Alesco Advisors
New York
$564K -$8.53K -405 -2%
SCM
16
Stonehearth Capital Management
Massachusetts
$531K +$91K +4,323 +21%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$515K -$14.5K -687 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$473K +$11.7K +558 +3%
FAAS
19
First Allied Advisory Services
California
$470K -$6.44K -306 -1%
AC
20
Arjuna Capital
North Carolina
$469K +$457K +21,699 New
AG
21
Advisor Group
Arizona
$448K +$284K +13,479 +186%
HighTower Advisors
22
HighTower Advisors
Illinois
$378K
LSAG
23
Lake Street Advisors Group
New Hampshire
$375K +$366K +17,367 New
BOS
24
Bingham Osborn & Scarborough
California
$336K +$1.45K +69 +0.4%
AP
25
Appleton Partners
Massachusetts
$283K -$48.3K -2,295 -15%

SPYX Hedge Fund Activity: Q4 2017 in Review

40 of the 4,409 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 2017, worth a combined $45.1M — up 50% from $30M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SPYX positions and 4 closed out — a net gain of 5 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $4.7M. The largest seller was Susquehanna International Group, cutting an estimated $793K.

  • 40 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2017, up from 35 in Q3 2017.
  • Funds reported $45.1M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2017, up 50% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2017 and 4 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2017 was Choate Investment Advisors, an estimated $4.7M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2017 was Susquehanna International Group, an estimated $793K sold.

Based on aggregated 13F filings for Q4 2017.