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

215 hedge funds and large institutions have $920M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

5% more funds holding

Funds holding: 205215 (+10)

2% more capital invested

Capital invested by funds: $901M → $920M (+$19.8M)

0.37% less ownership

Funds ownership: 49.48%49.1% (-0.37%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $129M

Holders
215
Holders Change
+10
Holders Change %
+4.88%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
69
Reduced
54
Closed
8
Calls
Puts
$129M
Net Calls
-$129M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
WHAM
1
Windmill Hill Asset Management
United Kingdom
$132M -$53.1M -1,169,618 -30%
CIA
2
Choate Investment Advisors
Massachusetts
$126M -$614K -13,545 -0.5%
Betterment LLC
3
Betterment LLC
New York
$93M +$322K +7,095 +0.4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$73.6M -$1.11M -24,566 -2%
PCIG
5
Partners Capital Investment Group
Massachusetts
$42.8M +$7.73M +170,440 +23%
LSAG
6
Lake Street Advisors Group
New Hampshire
$41.3M +$4.8M +105,916 +14%
Bank of America
7
Bank of America
North Carolina
$27.1M +$3.27M +72,004 +14%
LPL Financial
8
LPL Financial
California
$22.8M -$356K -7,853 -2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$22.4M +$139K +3,054 +0.6%
RG
10
Rathbones Group
United Kingdom
$19.8M +$5.08K +112 +0%
SFPM
11
Sensible Financial Planning & Management
Massachusetts
$18.2M +$66.3K +1,461 +0.4%
GAM
12
Gemmer Asset Management
California
$17.4M +$970K +21,380 +6%
Morgan Stanley
13
Morgan Stanley
New York
$16.5M -$113K -2,491 -0.7%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$15.8M
ST
15
Spinnaker Trust
Maine
$14.3M +$1.62M +35,626 +13%
A
16
Allianz
Germany
$13.9M
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$12M +$817 +18 +0%
RIS
18
Retirement Income Solutions
Michigan
$9.41M -$343K -7,557 -4%
Ameriprise
19
Ameriprise
Minnesota
$8.95M -$225K -4,962 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.68M -$205K -4,529 -2%
GAM
21
Gould Asset Management
California
$8.44M -$101K -2,225 -1%
SEI Investments
22
SEI Investments
Pennsylvania
$6.74M +$65.4K +1,442 +1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$6.19M +$341K +7,508 +6%
IFWM
24
Institute for Wealth Management
Colorado
$6.17M +$320K +7,043 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.97M +$372K +8,190 +7%

SPYX Hedge Fund Activity: Q3 2024 in Review

215 of the 6,964 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 2024, worth a combined $920M — up 2.2% from $901M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYX positions and 8 closed out — a net gain of 10 holders — while 69 added to existing stakes and 54 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $7.73M. The largest seller was Windmill Hill Asset Management, cutting an estimated $53.1M.

  • 215 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q3 2024, up from 205 in Q2 2024.
  • Funds reported $920M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q3 2024 and 8 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q3 2024 was Partners Capital Investment Group, an estimated $7.73M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q3 2024 was Windmill Hill Asset Management, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2024.