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 234 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $960 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windmill Hill Asset Management LTD
|
Feb 26, 2025 Q4 2024 |
5,245,740
shares
|
$240 Million
86.1% of portfolio
|
Q4 2024
Added 309.18%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,604,298
shares
|
$119 Million
3.04% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,933,185
shares
|
$88.4 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
874,136
shares
|
$40 Million
1.98% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
670,207
shares
|
$30.6 Million
0.0% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
600,051
shares
|
$27.4 Million
0.86% of portfolio
|
Q4 2024
Reduced 33.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
484,741
shares
|
$22.2 Million
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
481,273
shares
|
$22 Million
0.02% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
419,083
shares
|
$19.2 Million
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
400,407
shares
|
$18.3 Million
1.89% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
386,855
shares
|
$17.7 Million
3.53% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
385,529
shares
|
$17.6 Million
0.0% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
339,240
shares
|
$15.5 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
335,269
shares
|
$15.3 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
301,245
shares
|
$13.8 Million
0.91% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
273,508
shares
|
$12.5 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
254,835
shares
|
$11.7 Million
0.03% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
218,694
shares
|
$10 Million
0.0% of portfolio
|
Q4 2024
Added 19.01%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
191,130
shares
|
$8.74 Million
1.87% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
177,104
shares
|
$8.1 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
176,844
shares
|
$8.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
137,418
shares
|
$6.28 Million
0.01% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
136,632
shares
|
$6.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
134,556
shares
|
$6.15 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
128,004
shares
|
$5.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.43%
|