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

172 hedge funds and large institutions have $641M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 32

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

46% more capital invested

Capital invested by funds: $439M → $641M (+$202M)

25.49% more ownership

Funds ownership: 111.92%137.41% (+25%)

7% more funds holding

Funds holding: 161172 (+11)

Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
2.65%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
26
Increased
68
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Choate Investment Advisors
Massachusetts
$111M -$1.82M -47,985 -2%
WHAM
2
Windmill Hill Asset Management
United Kingdom
$78.5M +$75.8M +2,001,486 New
Betterment LLC
3
Betterment LLC
New York
$78M +$4.86M +128,211 +7%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$37M +$35.5M +937,740 +15,590%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$24M +$114 +3 +0%
LPL Financial
6
LPL Financial
California
$23.9M +$4.58M +121,038 +25%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$20M +$465K +12,276 +2%
SFPM
8
Sensible Financial Planning & Management
Massachusetts
$12.9M +$851K +22,467 +7%
RIS
9
Retirement Income Solutions
Michigan
$11.9M +$3.34M +88,047 +41%
LSAG
10
Lake Street Advisors Group
New Hampshire
$11.7M +$455 +12 +0%
ST
11
Spinnaker Trust
Maine
$11.6M -$65.5K -1,728 -0.6%
V
12
Veritable
Delaware
$10.9M
IMC Chicago
13
IMC Chicago
Illinois
$9.14M +$19.7K +519 +0.2%
MIAN
14
Mariner Independent Advisor Network
Kansas
$9.13M -$657K -17,349 -7%
SEI Investments
15
SEI Investments
Pennsylvania
$8.84M +$1.16M +30,696 +16%
RG
16
Rathbones Group
United Kingdom
$8.61M +$1.64M +43,320 +25%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.35M +$1.11M +29,238 +18%
PS
18
Portfolio Strategies
New York
$7.12M -$40.8K -1,077 -0.6%
Truist Financial
19
Truist Financial
North Carolina
$6.7M +$1.11M +29,394 +21%
UBS Group
20
UBS Group
Switzerland
$5.85M -$66.9K -1,767 -1%
Bank of America
21
Bank of America
North Carolina
$5.84M +$464K +12,243 +9%
Wells Fargo
22
Wells Fargo
California
$5.67M +$3.26M +86,070 +147%
GAM
23
Gemmer Asset Management
California
$4.86M +$115K +3,042 +3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$4.72M +$521K +13,743 +13%
GAM
25
Gould Asset Management
California
$4.39M +$220K +5,805 +5%

SPYX Hedge Fund Activity: Q4 2021 in Review

172 of the 6,498 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 2021, worth a combined $641M — up 46% from $439M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SPYX positions and 15 closed out — a net gain of 11 holders — while 68 added to existing stakes and 32 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $35.5M. The largest seller was Choate Investment Advisors, cutting an estimated $1.82M.

  • 172 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2021, up from 161 in Q3 2021.
  • Funds reported $641M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2021, up 46% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2021 and 15 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $35.5M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2021 was Choate Investment Advisors, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2021.