We are live on ! Find out more
SPYX icon

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

161 hedge funds and large institutions have $439M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

63% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 35

5% more funds holding

Funds holding: 153161 (+8)

16% less capital invested

Capital invested by funds: $523M → $439M (-$84.7M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23.85% less ownership

Funds ownership: 135.77%111.92% (-24%)

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
18
Increased
57
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$102M -$12.8M -349,806 -11%
Betterment LLC
2
Betterment LLC
New York
$65.9M +$8.2M +224,859 +14%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$21.7M +$10.1M +277,617 +83%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$17.6M +$1.11M +30,489 +7%
LPL Financial
5
LPL Financial
California
$17.3M +$1.56M +42,744 +10%
SFPM
6
Sensible Financial Planning & Management
Massachusetts
$10.9M +$1.39M +38,046 +14%
LSAG
7
Lake Street Advisors Group
New Hampshire
$10.6M -$321K -8,790 -3%
ST
8
Spinnaker Trust
Maine
$10.5M -$368K -10,101 -3%
V
9
Veritable
Delaware
$9.82M -$87.7K -2,406 -0.9%
MIAN
10
Mariner Independent Advisor Network
Kansas
$8.83M -$328K -9,006 -3%
IMC Chicago
11
IMC Chicago
Illinois
$8.23M -$1.26M -34,494 -13%
RIS
12
Retirement Income Solutions
Michigan
$7.59M -$19K -522 -0.2%
SEI Investments
13
SEI Investments
Pennsylvania
$6.89M +$610K +16,719 +9%
PS
14
Portfolio Strategies
New York
$6.45M +$6.65M +182,274 New
RG
15
Rathbones Group
United Kingdom
$6.24M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.6M +$873K +23,940 +18%
UBS Group
17
UBS Group
Switzerland
$5.34M +$23.2K +636 +0.4%
Truist Financial
18
Truist Financial
North Carolina
$5.01M +$843K +23,109 +20%
Bank of America
19
Bank of America
North Carolina
$4.84M -$1.83M -50,199 -27%
GAM
20
Gemmer Asset Management
California
$4.28M +$55.8K +1,530 +1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$3.77M +$3.88M +106,518 New
GAM
22
Gould Asset Management
California
$3.75M +$17K +465 +0.4%
IFWM
23
Institute for Wealth Management
Colorado
$3.24M +$310K +8,502 +10%
HI
24
Harbour Investments
Wisconsin
$3.23M +$1.61M +44,133 +94%
FDCC
25
Foster Dykema Cabot & Co
Massachusetts
$2.98M +$388K +10,647 +14%

SPYX Hedge Fund Activity: Q3 2021 in Review

161 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q3 2021, worth a combined $439M — down 16% from $523M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 8 closed out — a net gain of 10 holders — while 57 added to existing stakes and 35 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $10.1M. The largest seller was Choate Investment Advisors, cutting an estimated $12.8M.

  • 161 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2021, up from 153 in Q2 2021.
  • Funds reported $439M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2021, down 16% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2021 and 8 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2021 was Bank of New York Mellon, an estimated $10.1M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2021 was Choate Investment Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2021.