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

166 hedge funds and large institutions have $574M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.55% less ownership

Funds ownership: 157.99%155.45% (-2.5%)

8% less capital invested

Capital invested by funds: $622M → $574M (-$47.7M)

8% less funds holding

Funds holding: 181166 (-15)

75% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 20

Holders
166
Holders Change
-15
Holders Change %
-8.29%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
5
Increased
65
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$89.8M +$356K +11,022 +0.4%
CIA
2
Choate Investment Advisors
Massachusetts
$82.1M -$395K -12,216 -0.4%
Betterment LLC
3
Betterment LLC
New York
$62.2M
WHAM
4
Windmill Hill Asset Management
United Kingdom
$54.9M -$14.7M -455,400 -19%
LPL Financial
5
LPL Financial
California
$33.2M +$4.72M +146,094 +15%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$17.8M +$97 +3 +0%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$14.7M +$470K +14,538 +3%
RG
8
Rathbones Group
United Kingdom
$12.2M
SFPM
9
Sensible Financial Planning & Management
Massachusetts
$11.1M +$276K +8,526 +2%
V
10
Veritable
Delaware
$9.29M -$1.98M -61,299 -16%
MIAN
11
Mariner Independent Advisor Network
Kansas
$8.88M -$2.26M -69,765 -19%
RIS
12
Retirement Income Solutions
Michigan
$8.87M -$50.1K -1,548 -0.5%
LSAG
13
Lake Street Advisors Group
New Hampshire
$8.6M +$22.1K +684 +0.2%
ST
14
Spinnaker Trust
Maine
$8.53M +$46.6K +1,440 +0.5%
PCIG
15
Partners Capital Investment Group
Massachusetts
$8.33M +$4.9M +151,683 +112%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.81M -$476K -14,730 -5%
SEI Investments
17
SEI Investments
Pennsylvania
$7.16M +$73.9K +2,286 +0.9%
Truist Financial
18
Truist Financial
North Carolina
$6.92M -$393K -12,165 -5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.18M -$707K -21,870 -11%
PS
20
Portfolio Strategies
New York
$5.05M -$98.7K -3,051 -2%
Ameriprise
21
Ameriprise
Minnesota
$4.56M +$2.19M +67,770 +74%
GAM
22
Gemmer Asset Management
California
$4.49M +$120K +3,723 +2%
Cerity Partners
23
Cerity Partners
New York
$4.49M +$456K +14,106 +10%
UBS Group
24
UBS Group
Switzerland
$4.26M +$66K +2,040 +1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.18M +$1.05M +32,427 +29%

SPYX Hedge Fund Activity: Q3 2022 in Review

166 of the 5,805 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 2022, worth a combined $574M — down 7.7% from $622M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SPYX and 5 opened new positions — a net loss of 15 holders — while 41 trimmed existing stakes and 65 added.

The largest buyer was Partners Capital Investment Group, adding an estimated $4.9M. The largest seller was Windmill Hill Asset Management, cutting an estimated $14.7M.

  • 166 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2022, down from 181 in Q2 2022.
  • Funds reported $574M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2022 and 20 closed out, a net change of -15 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2022 was Partners Capital Investment Group, an estimated $4.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2022 was Windmill Hill Asset Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2022.