Institutional Ownership Spdr S&P 500 Fossil Fuel Reser (SPYX)
This table provides information about the institutional ownership of Spdr S&P 500 Fossil Fuel Reser (SPYX). We have compiled data on the 214 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $854 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Windmill Hill Asset Management LTD
|
Jul 17, 2024 Q2 2024 |
3,964,738
shares
|
$179 Million
75.26% of portfolio
|
Q2 2024
Reduced 18.45%
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
2,681,544
shares
|
$121 Million
3.15% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,960,498
shares
|
$88.4 Million
0.23% of portfolio
|
Q2 2024
Reduced 7.36%
|
|
Lake Street Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
767,181
shares
|
$34.6 Million
1.67% of portfolio
|
Q2 2024
Added 63.11%
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
736,154
shares
|
$33.2 Million
0.62% of portfolio
|
Q2 2024
Added 198.06%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
501,529
shares
|
$22.6 Million
0.0% of portfolio
|
Q2 2024
Added 19.51%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
491,137
shares
|
$22.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 16.63%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
470,024
shares
|
$21.2 Million
0.01% of portfolio
|
Q2 2024
Added 0.56%
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 09, 2024 Q2 2024 |
418,971
shares
|
$18.9 Million
0.1% of portfolio
|
Q1 2023
Added 200.0%
|
|
Sensible Financial Planning & Management, Llc.
|
Jul 18, 2024 Q2 2024 |
384,540
shares
|
$17.3 Million
3.71% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
351,433
shares
|
$15.8 Million
0.0% of portfolio
|
Q1 2024
Added 6.86%
|
|
Gemmer Asset Management LLC
|
Jul 15, 2024 Q2 2024 |
346,049
shares
|
$15.6 Million
1.67% of portfolio
|
Q2 2024
Added 8.64%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
339,240
shares
|
$15.3 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
335,269
shares
|
$15.1 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
266,738
shares
|
$12 Million
0.77% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
254,375
shares
|
$11.5 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
206,761
shares
|
$9.32 Million
2.25% of portfolio
|
Q2 2024
Reduced 28.37%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
194,298
shares
|
$8.76 Million
0.0% of portfolio
|
Q2 2024
Added 13.2%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
188,295
shares
|
$8.49 Million
0.0% of portfolio
|
Q2 2024
Added 1.06%
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
180,904
shares
|
$8.16 Million
1.87% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
141,249
shares
|
$6.37 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.14%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
125,210
shares
|
$5.64 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
123,606
shares
|
$5.57 Million
0.75% of portfolio
|
Q2 2024
Added 4.73%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
123,505
shares
|
$5.57 Million
0.02% of portfolio
|
Q2 2024
Added 0.34%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
118,325
shares
|
$5.33 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.07%
|