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

153 hedge funds and large institutions have $523M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

35% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 40

9% more funds holding

Funds holding: 141 → 153 (+12)

6% more capital invested

Capital invested by funds: $493M → $523M (+$30.8M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

7.24% less ownership

Funds ownership: 143% → 135.77% (-7.2%)

Holders
153
Holders Change
+12
Holders Change %
+8.51%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
54
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$14.2M
2
IMC Chicago
IMC Chicago
Illinois
+$9.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$9.1M
4
RG
Rathbones Group
United Kingdom
+$4.6M
5
LSAG
Lake Street Advisors Group
New Hampshire
+$3.77M

Top Sellers

1
WHAM
Windmill Hill Asset Management
United Kingdom
-$26.4M
2
CIA
Choate Investment Advisors
Massachusetts
-$17.9M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$8.91M
4
LPL Financial
LPL Financial
California
-$5.73M
5
ST
Spinnaker Trust
Maine
-$3.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$114M -$17.9M -520,440 -14%
WHAM
2
Windmill Hill Asset Management
United Kingdom
$108M -$26.4M -766,635 -20%
Betterment LLC
3
Betterment LLC
New York
$57.8M +$14.2M +412,854 +34%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$16.5M +$180K +5,223 +1%
LPL Financial
5
LPL Financial
California
$15.8M -$5.73M -166,161 -27%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$11.8M +$9.1M +264,000 +374%
LSAG
7
Lake Street Advisors Group
New Hampshire
$11.3M +$3.77M +109,326 +55%
ST
8
Spinnaker Trust
Maine
$10.8M -$3.84M -111,360 -27%
V
9
Veritable
Delaware
$9.9M -$58.5K -1,698 -0.6%
SFPM
10
Sensible Financial Planning & Management
Massachusetts
$9.54M +$289K +8,397 +3%
IMC Chicago
11
IMC Chicago
Illinois
$9.45M +$9.2M +266,976 New
MIAN
12
Mariner Independent Advisor Network
Kansas
$9.14M -$8.91M -258,537 -50%
RIS
13
Retirement Income Solutions
Michigan
$7.6M -$212K -6,147 -3%
Bank of America
14
Bank of America
North Carolina
$6.61M +$891K +25,854 +16%
SEI Investments
15
SEI Investments
Pennsylvania
$6.29M +$2.82M +81,711 +85%
RG
16
Rathbones Group
United Kingdom
$6.23M +$4.6M +133,341 +311%
UBS Group
17
UBS Group
Switzerland
$5.31M -$1.14M -33,213 -18%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.75M +$2.72M +78,933 +143%
GAM
19
Gemmer Asset Management
California
$4.22M +$310K +9,000 +8%
Truist Financial
20
Truist Financial
North Carolina
$4.19M +$2.72M +79,038 +201%
GAM
21
Gould Asset Management
California
$3.73M +$299K +8,670 +9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.66M -$240K -6,969 -6%
IFWM
23
Institute for Wealth Management
Colorado
$2.94M +$99.7K +2,892 +4%
ACA
24
Affinity Capital Advisors
California
$2.74M +$8.38K +243 +0.3%
SCM
25
Stonehearth Capital Management
Massachusetts
$2.63M +$184K +5,346 +8%
1
2 3 4 5

SPYX Hedge Fund Activity: Q2 2021 in Review

153 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q2 2021, worth a combined $523M — up 6.3% from $493M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPYX positions and 11 closed out — a net gain of 14 holders — while 54 added to existing stakes and 40 trimmed.

The largest buyer was Betterment LLC, adding an estimated $14.2M. The largest seller was Windmill Hill Asset Management, cutting an estimated $26.4M.

  • 153 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2021, up from 141 in Q1 2021.
  • Funds reported $523M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2021, up 6.3% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2021 and 11 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2021 was Betterment LLC, an estimated $14.2M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2021 was Windmill Hill Asset Management, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2021.