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

165 hedge funds and large institutions have $559M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 30

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

5.28% more ownership

Funds ownership: 155.45%160.73% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 166165 (-1)

3% less capital invested

Capital invested by funds: $574M → $559M (-$14.8M)

Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
64
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$98.9M +$2.66M +85,650 +3%
Betterment LLC
2
Betterment LLC
New York
$63.9M +$967K +31,101 +2%
WHAM
3
Windmill Hill Asset Management
United Kingdom
$58.8M
LPL Financial
4
LPL Financial
California
$37M +$1.44M +46,425 +4%
KAS
5
Kestra Advisory Services
Texas
$21.1M +$21.1M +678,363 New
Bank of New York Mellon
6
Bank of New York Mellon
New York
$19.3M +$233K +7,497 +1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$16.8M +$1.05M +33,690 +7%
RG
8
Rathbones Group
United Kingdom
$13M
SFPM
9
Sensible Financial Planning & Management
Massachusetts
$12.5M +$556K +17,892 +5%
V
10
Veritable
Delaware
$10.6M +$610K +19,635 +6%
CIA
11
Choate Investment Advisors
Massachusetts
$10.1M +$3.21M +103,140 +4%
RIS
12
Retirement Income Solutions
Michigan
$9.58M +$206K +6,624 +2%
LSAG
13
Lake Street Advisors Group
New Hampshire
$9.23M +$22.5K +723 +0.2%
ST
14
Spinnaker Trust
Maine
$8.93M -$207K -6,651 -2%
Mariner
15
Mariner
Kansas
$8.56M +$7.56M +243,141 +762%
Wells Fargo
16
Wells Fargo
California
$8.53M +$5.43M +174,702 +176%
SEI Investments
17
SEI Investments
Pennsylvania
$6.89M -$771K -24,792 -10%
Ameriprise
18
Ameriprise
Minnesota
$6.34M +$1.37M +44,229 +28%
PCIG
19
Partners Capital Investment Group
Massachusetts
$5.98M +$9.01M +289,932 +101%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.68M +$125K +4,029 +2%
Cerity Partners
21
Cerity Partners
New York
$5.33M -$2.39M -76,857 -50%
PS
22
Portfolio Strategies
New York
$5.28M -$140K -4,497 -3%
GAM
23
Gould Asset Management
California
$5.25M +$829K +26,685 +19%
GAM
24
Gemmer Asset Management
California
$4.98M +$169K +5,427 +4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.78M +$308K +9,903 +7%

SPYX Hedge Fund Activity: Q4 2022 in Review

165 of the 6,221 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 2022, worth a combined $559M — down 2.6% from $574M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPYX positions and 14 closed out — a net gain of 5 holders — while 64 added to existing stakes and 30 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $21.1M. The largest seller was Truist Financial, cutting an estimated $5.57M.

  • 165 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2022, down from 166 in Q3 2022.
  • Funds reported $559M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2022 and 14 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2022 was Kestra Advisory Services, an estimated $21.1M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2022 was Truist Financial, an estimated $5.57M sold.

Based on aggregated 13F filings for Q4 2022.