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 259 institutions that hold shares in the stock, with a total of 21.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windmill Hill Asset Management LTD
|
Oct 31, 2025 Q3 2025 |
5,932,425
shares
|
$328 Million
86.32% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,442,124
shares
|
$135 Million
2.96% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,934,284
shares
|
$107 Million
0.21% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
888,396
shares
|
$49.1 Million
0.0% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
874,136
shares
|
$48.4 Million
1.98% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
507,940
shares
|
$28.1 Million
0.02% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
441,598
shares
|
$24.4 Million
2.03% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
440,681
shares
|
$24.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
424,171
shares
|
$23.5 Million
1.31% of portfolio
|
Q3 2025
Added 41.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
414,636
shares
|
$22.9 Million
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Nov 05, 2025 Q3 2025 |
395,140
shares
|
$21.9 Million
3.94% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Tiff Advisory Services Inc
|
Nov 06, 2025 Q3 2025 |
339,368
shares
|
$18.8 Million
3.9% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
339,240
shares
|
$18.8 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
336,612
shares
|
$18.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 19.68%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
285,493
shares
|
$15.8 Million
0.64% of portfolio
|
Q3 2025
Added 48.63%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
282,008
shares
|
$15.6 Million
0.35% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
279,145
shares
|
$15.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
214,731
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
192,816
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
183,066
shares
|
$10.1 Million
1.88% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
172,985
shares
|
$9.57 Million
1.66% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
157,497
shares
|
$8.71 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
145,825
shares
|
$8.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
143,614
shares
|
$7.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
140,640
shares
|
$7.78 Million
0.02% of portfolio
|
Q3 2025
Added 11.94%
|
|