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

205 hedge funds and large institutions have $901M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 200205 (+5)

1% less capital invested

Capital invested by funds: $908M → $901M (-$7.18M)

3% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 67

1.72% less ownership

Funds ownership: 51.19%49.48% (-1.7%)

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
2.96%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
65
Reduced
67
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHAM
1
Windmill Hill Asset Management
United Kingdom
$177M -$38.4M -896,760 -18%
CIA
2
Choate Investment Advisors
Massachusetts
$120M -$2.92M -68,214 -2%
Betterment LLC
3
Betterment LLC
New York
$87.4M -$6.67M -155,791 -7%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$70.6M -$3.45M -80,508 -5%
LSAG
5
Lake Street Advisors Group
New Hampshire
$34.2M +$12.7M +296,833 +63%
PCIG
6
Partners Capital Investment Group
Massachusetts
$32.9M +$20.9M +489,169 +198%
Bank of America
7
Bank of America
North Carolina
$22.4M +$3.5M +81,862 +20%
LPL Financial
8
LPL Financial
California
$21.9M -$4.19M -97,981 -17%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$21M +$113K +2,639 +0.6%
RG
10
Rathbones Group
United Kingdom
$18.7M
SFPM
11
Sensible Financial Planning & Management
Massachusetts
$17.1M -$329K -7,697 -2%
Morgan Stanley
12
Morgan Stanley
New York
$15.7M +$1.07M +25,068 +8%
GAM
13
Gemmer Asset Management
California
$15.4M +$1.18M +27,527 +9%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$15M -$50K -1,169 -0.3%
A
15
Allianz
Germany
$13.1M
ST
16
Spinnaker Trust
Maine
$11.9M -$72.2K -1,688 -0.6%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$11.3M -$22.6K -529 -0.2%
RIS
18
Retirement Income Solutions
Michigan
$9.22M -$3.51M -81,904 -28%
Ameriprise
19
Ameriprise
Minnesota
$8.64M +$970K +22,658 +13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.4M +$84.9K +1,984 +1%
GAM
21
Gould Asset Management
California
$8.07M -$163K -3,800 -2%
SEI Investments
22
SEI Investments
Pennsylvania
$6.3M -$608K -14,204 -9%
UBS Group
23
UBS Group
Switzerland
$5.58M -$98.2K -2,294 -2%
IFWM
24
Institute for Wealth Management
Colorado
$5.51M +$239K +5,585 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.51M +$18K +420 +0.3%

SPYX Hedge Fund Activity: Q2 2024 in Review

205 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q2 2024, worth a combined $901M — down 0.79% from $908M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SPYX positions and 10 closed out — a net gain of 6 holders — while 65 added to existing stakes and 67 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $20.9M. The largest seller was Windmill Hill Asset Management, cutting an estimated $38.4M.

  • 205 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q2 2024, up from 200 in Q1 2024.
  • Funds reported $901M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q2 2024, down 0.79% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q2 2024 and 10 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q2 2024 was Partners Capital Investment Group, an estimated $20.9M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q2 2024 was Windmill Hill Asset Management, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2024.