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

216 hedge funds and large institutions have $994M invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 75

1.46% less ownership

Funds ownership: 51.04%49.58% (-1.5%)

2% less funds holding

Funds holding: 221216 (-5)

5% less capital invested

Capital invested by funds: $1.05B → $994M (-$56.7M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.52B

Holders
216
Holders Change
-5
Holders Change %
-2.26%
% of All Funds
2.9%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
75
Reduced
75
Closed
13
Calls
Puts
$2.52B
Net Calls
-$2.52B
Net Calls Change
-$2.52B
Name Holding Trade Value Shares
Change
Change in
Stake
WHAM
1
Windmill Hill Asset Management
United Kingdom
$271M +$33.1M +686,685 +13%
CIA
2
Choate Investment Advisors
Massachusetts
$117M -$2.57M -53,239 -2%
Betterment LLC
3
Betterment LLC
New York
$88.5M +$41.7K +865 +0%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$65.1M -$1M -20,745 -1%
PCIG
5
Partners Capital Investment Group
Massachusetts
$38.4M +$11.6M +239,534 +40%
Bank of America
6
Bank of America
North Carolina
$36.3M +$5.95M +123,210 +18%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$21.9M -$76.7K -1,589 -0.3%
LPL Financial
8
LPL Financial
California
$21.6M -$582K -12,068 -2%
RG
9
Rathbones Group
United Kingdom
$19.2M
Morgan Stanley
10
Morgan Stanley
New York
$18.5M +$880K +18,232 +5%
GAM
11
Gemmer Asset Management
California
$18.3M +$595K +12,332 +3%
SFPM
12
Sensible Financial Planning & Management
Massachusetts
$17.7M +$248K +5,148 +1%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$15.4M +$44.5K +922 +0.3%
ST
14
Spinnaker Trust
Maine
$13.8M +$174K +3,609 +1%
A
15
Allianz
Germany
$12.5M
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$11.7M +$869 +18 +0%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9.62M -$405K -8,396 -4%
FA
18
Forefront Analytics
Pennsylvania
$9.33M +$3.84M +79,632 +64%
RIS
19
Retirement Income Solutions
Michigan
$8.74M -$310K -6,432 -3%
GAM
20
Gould Asset Management
California
$8.1M -$12.8K -265 -0.1%
Ameriprise
21
Ameriprise
Minnesota
$7.88M -$257K -5,316 -3%
SEI Investments
22
SEI Investments
Pennsylvania
$6.17M -$84K -1,741 -1%
IFWM
23
Institute for Wealth Management
Colorado
$6.16M -$175K -3,619 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.06M -$241K -4,997 -4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.86M -$496K -10,273 -7%

SPYX Hedge Fund Activity: Q1 2025 in Review

216 of the 7,457 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 2025, worth a combined $994M — down 5.4% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SPYX and 10 opened new positions — a net loss of 3 holders — while 75 trimmed existing stakes and 75 added.

The largest buyer was Windmill Hill Asset Management, adding an estimated $33.1M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $4.28M sold.

  • 216 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q1 2025, down from 221 in Q4 2024.
  • Funds reported $994M of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q1 2025, down 5.4% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q1 2025 and 13 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q1 2025 was Windmill Hill Asset Management, an estimated $33.1M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q1 2025 was Two Sigma Investments, an estimated $4.28M sold.

Based on aggregated 13F filings for Q1 2025.