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

221 hedge funds and large institutions have $1.05B invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $920M → $1.05B (+$131M)

3% more funds holding

Funds holding: 215221 (+6)

1.94% more ownership

Funds ownership: 49.1%51.04% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

14% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 76

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
65
Reduced
76
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHAM
1
Windmill Hill Asset Management
United Kingdom
$253M +$119M +2,450,620 +88%
CIA
2
Choate Investment Advisors
Massachusetts
$125M -$3.08M -63,701 -2%
Betterment LLC
3
Betterment LLC
New York
$93.1M -$1.66M -34,408 -2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$69.5M -$5.53M -114,307 -7%
LSAG
5
Lake Street Advisors Group
New Hampshire
$42.1M +$50.2K +1,039 +0.1%
Bank of America
6
Bank of America
North Carolina
$32.3M +$4.68M +96,674 +17%
PCIG
7
Partners Capital Investment Group
Massachusetts
$28.9M -$14.8M -306,543 -34%
LPL Financial
8
LPL Financial
California
$23.3M +$70.5K +1,457 +0.3%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$23.2M +$396K +8,195 +2%
RG
10
Rathbones Group
United Kingdom
$20.2M
GAM
11
Gemmer Asset Management
California
$18.7M +$999K +20,646 +6%
Morgan Stanley
12
Morgan Stanley
New York
$18.6M +$1.77M +36,587 +10%
SFPM
13
Sensible Financial Planning & Management
Massachusetts
$18.4M -$208K -4,294 -1%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$16.1M
ST
15
Spinnaker Trust
Maine
$14.3M -$229K -4,728 -2%
A
16
Allianz
Germany
$13.2M -$967K -20,000 -7%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$12.3M +$21.4K +442 +0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10.5M +$1.69M +34,928 +19%
RIS
19
Retirement Income Solutions
Michigan
$9.51M -$79.4K -1,642 -0.8%
GAM
20
Gould Asset Management
California
$8.54M -$63.4K -1,310 -0.7%
Ameriprise
21
Ameriprise
Minnesota
$8.52M -$604K -12,492 -7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$6.66M +$351K +7,264 +6%
IFWM
23
Institute for Wealth Management
Colorado
$6.65M +$364K +7,526 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.62M +$534K +11,043 +9%
SEI Investments
25
SEI Investments
Pennsylvania
$6.58M -$293K -6,059 -4%

SPYX Hedge Fund Activity: Q4 2024 in Review

221 of the 7,592 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 2024, worth a combined $1.05B — up 14% from $920M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SPYX positions and 11 closed out — a net gain of 10 holders — while 65 added to existing stakes and 76 trimmed.

The largest buyer was Windmill Hill Asset Management, adding an estimated $119M. The largest seller was Partners Capital Investment Group, cutting an estimated $14.8M.

  • 221 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2024, up from 215 in Q3 2024.
  • Funds reported $1.05B of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 21 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2024 was Windmill Hill Asset Management, an estimated $119M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2024 was Partners Capital Investment Group, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2024.