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 223 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $883 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windmill Hill Asset Management LTD
|
Oct 15, 2024 Q3 2024 |
2,795,120
shares
|
$135 Million
73.93% of portfolio
|
Q3 2024
Reduced 29.5%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,667,999
shares
|
$129 Million
3.24% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,967,593
shares
|
$95.2 Million
0.22% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
906,594
shares
|
$43.9 Million
0.73% of portfolio
|
Q3 2024
Added 23.15%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
873,097
shares
|
$42.2 Million
1.94% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
573,533
shares
|
$27.7 Million
0.0% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
483,284
shares
|
$23.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
473,078
shares
|
$22.9 Million
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
419,083
shares
|
$20.3 Million
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
386,001
shares
|
$18.7 Million
3.6% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
367,429
shares
|
$17.8 Million
1.79% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
348,942
shares
|
$16.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
339,240
shares
|
$16.4 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
335,269
shares
|
$16.2 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
302,364
shares
|
$14.6 Million
0.89% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
254,393
shares
|
$12.3 Million
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
199,204
shares
|
$9.64 Million
2.17% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
189,336
shares
|
$9.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
183,766
shares
|
$8.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
178,679
shares
|
$8.64 Million
1.82% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
142,691
shares
|
$6.9 Million
0.01% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
131,013
shares
|
$6.34 Million
0.02% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
130,649
shares
|
$6.32 Million
0.79% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
126,375
shares
|
$6.11 Million
0.01% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
117,497
shares
|
$5.68 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.7%
|