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

246 hedge funds and large institutions have $1.24B invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

30% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 66

4% more funds holding

Funds holding: 236246 (+10)

4% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$46M)

0.22% less ownership

Funds ownership: 49.7%49.47% (-0.22%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
246
Holders Change
+10
Holders Change %
+4.24%
% of All Funds
2.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
25
Increased
86
Reduced
66
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
$356M +$22.8M +409,450 +7%
CIA
2
Choate Investment Advisors
Massachusetts
$134M -$3.38M -60,664 -2%
Betterment LLC
3
Betterment LLC
New York
$109M +$323K +5,794 +0.3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$73.2M -$6.98M -125,374 -9%
Bank of America
5
Bank of America
North Carolina
$53.4M +$3.41M +61,321 +7%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$29.3M +$795K +14,274 +3%
LPL Financial
7
LPL Financial
California
$27.1M +$2.3M +41,314 +9%
GAM
8
Gemmer Asset Management
California
$24.9M +$103K +1,849 +0.4%
Morgan Stanley
9
Morgan Stanley
New York
$24.4M +$1.05M +18,777 +5%
ST
10
Spinnaker Trust
Maine
$24M +$205K +3,679 +0.9%
BPA
11
Beacon Pointe Advisors
California
$22.1M +$21.9M +393,370 New
PCIG
12
Partners Capital Investment Group
Massachusetts
$20M +$3.94M +70,829 +25%
RG
13
Rathbones Group
United Kingdom
$18.9M
A
14
Allianz
Germany
$16.7M +$891K +16,000 +6%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$15M -$725K -13,028 -5%
Ameriprise
16
Ameriprise
Minnesota
$13.2M +$2.37M +42,491 +22%
Mariner
17
Mariner
Kansas
$13M +$7.96M +142,899 +162%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12.3M +$238K +4,281 +2%
GAM
19
Gould Asset Management
California
$10.1M -$205K -3,685 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$9.87M +$1.78M +32,042 +22%
RIS
21
Retirement Income Solutions
Michigan
$9.72M +$4.9K +88 +0.1%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$9.1M +$247K +4,432 +3%
Cerity Partners
23
Cerity Partners
New York
$8.64M +$446K +8,003 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$7.94M +$39.1K +703 +0.5%
SI
25
Seeds Investor
New York
$7.53M +$1.08M +19,387 +17%