We are live on ! Find out more
SPYX icon

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

133 hedge funds and large institutions have $446M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

159% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 22

64% more capital invested

Capital invested by funds: $273M → $446M (+$173M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31.73% more ownership

Funds ownership: 117.31%149.04% (+32%)

12% more funds holding

Funds holding: 119133 (+14)

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
57
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$120M -$2.5M -85,140 -2%
WHAM
2
Windmill Hill Asset Management
United Kingdom
$105M +$99.9M +3,398,829 New
Betterment LLC
3
Betterment LLC
New York
$22M +$20.8M +708,456 New
MIAN
4
Mariner Independent Advisor Network
Kansas
$19.5M +$7.67M +260,946 +71%
LPL Financial
5
LPL Financial
California
$18.9M +$4.84M +164,694 +37%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$13.2M +$316K +10,758 +3%
ST
7
Spinnaker Trust
Maine
$12.4M -$13.3K -453 -0.1%
V
8
Veritable
Delaware
$8.72M
SFPM
9
Sensible Financial Planning & Management
Massachusetts
$8.1M +$449K +15,276 +6%
LFAS
10
Level Four Advisory Services
Texas
$7.59M +$1.91M +65,118 +36%
LSAG
11
Lake Street Advisors Group
New Hampshire
$7.4M +$2.73K +93 +0%
RIS
12
Retirement Income Solutions
Michigan
$6.69M +$1.45M +49,233 +30%
Bank of America
13
Bank of America
North Carolina
$6.04M +$2.23M +75,756 +64%
UBS Group
14
UBS Group
Switzerland
$4.61M +$1.28M +43,503 +41%
ACA
15
Affinity Capital Advisors
California
$3.56M -$226K -7,680 -6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.37M +$140K +4,752 +5%
GAM
17
Gemmer Asset Management
California
$3.17M -$130K -4,419 -4%
SEI Investments
18
SEI Investments
Pennsylvania
$2.98M +$1.06M +36,057 +60%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.37M -$123K -4,179 -5%
IFWM
20
Institute for Wealth Management
Colorado
$2.36M +$589K +20,040 +36%
GAM
21
Gould Asset Management
California
$2.25M +$342K +11,625 +19%
BOS
22
Bingham Osborn & Scarborough
California
$2.19M +$26.5K +903 +1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.19M +$88 +3 +0%
SCM
24
Stonehearth Capital Management
Massachusetts
$2.13M +$32.9K +1,119 +2%
Cerity Partners
25
Cerity Partners
New York
$2.12M +$2.01M +68,298 New

SPYX Hedge Fund Activity: Q4 2020 in Review

133 of the 5,651 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 2020, worth a combined $446M — up 64% from $273M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SPYX positions and 9 closed out — a net gain of 15 holders — while 57 added to existing stakes and 22 trimmed.

The largest buyer was Windmill Hill Asset Management, opening a new position worth an estimated $99.9M. The largest seller was Choate Investment Advisors, cutting an estimated $2.5M.

  • 133 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2020, up from 119 in Q3 2020.
  • Funds reported $446M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2020, up 64% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2020 and 9 closed out, a net change of +15 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2020 was Windmill Hill Asset Management, an estimated $99.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2020 was Choate Investment Advisors, an estimated $2.5M sold.

Based on aggregated 13F filings for Q4 2020.