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

200 hedge funds and large institutions have $908M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

26% more capital invested

Capital invested by funds: $722M → $908M (+$186M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 194200 (+6)

2.13% more ownership

Funds ownership: 49.06%51.19% (+2.1%)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
2.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
58
Reduced
67
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHAM
1
Windmill Hill Asset Management
United Kingdom
$208M +$96.3M +2,361,702 +94%
CIA
2
Choate Investment Advisors
Massachusetts
$118M -$898K -22,042 -0.8%
Betterment LLC
3
Betterment LLC
New York
$90.6M +$1.45M +35,529 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$71.2M -$2.49M -61,207 -4%
LPL Financial
5
LPL Financial
California
$25.2M -$537K -13,177 -2%
LSAG
6
Lake Street Advisors Group
New Hampshire
$20.1M +$5.08M +124,579 +36%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$20M +$255K +6,268 +1%
LODC
8
Lanham O'Dell & Company
West Virginia
$19.9M +$1.55M +38,036 New
Bank of America
9
Bank of America
North Carolina
$18M +$3.6M +88,434 +27%
RG
10
Rathbones Group
United Kingdom
$17.9M
SFPM
11
Sensible Financial Planning & Management
Massachusetts
$16.8M -$1.29M -31,770 -7%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$14.4M -$114K -2,802 -0.8%
Morgan Stanley
13
Morgan Stanley
New York
$14M -$11.6M -284,477 -47%
GAM
14
Gemmer Asset Management
California
$13.6M +$2.7M +66,285 +26%
A
15
Allianz
Germany
$12.6M +$12M +293,508 New
RIS
16
Retirement Income Solutions
Michigan
$12.4M -$229K -5,612 -2%
ST
17
Spinnaker Trust
Maine
$11.5M -$39.2K -961 -0.4%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$10.9M -$2.85M -69,949 -22%
PCIG
19
Partners Capital Investment Group
Massachusetts
$10.6M -$7.87M -193,157 -44%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.97M +$23.9K +586 +0.3%
GAM
21
Gould Asset Management
California
$7.91M -$184K -4,515 -2%
Goldman Sachs
22
Goldman Sachs
New York
$7.66M +$92.7K +2,275 +1%
Ameriprise
23
Ameriprise
Minnesota
$7.35M -$1.97M -48,271 -22%
SEI Investments
24
SEI Investments
Pennsylvania
$6.65M -$2.19M -53,631 -26%
Cerity Partners
25
Cerity Partners
New York
$5.76M -$883K -21,653 -14%

SPYX Hedge Fund Activity: Q1 2024 in Review

200 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q1 2024, worth a combined $908M — up 26% from $722M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 9 closed out — a net gain of 9 holders — while 58 added to existing stakes and 67 trimmed.

The largest buyer was Windmill Hill Asset Management, adding an estimated $96.3M. The largest seller was Morgan Stanley, cutting an estimated $11.6M.

  • 200 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2024, up from 194 in Q4 2023.
  • Funds reported $908M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2024 and 9 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2024 was Windmill Hill Asset Management, an estimated $96.3M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2024 was Morgan Stanley, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2024.