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 251 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windmill Hill Asset Management LTD
|
Jul 28, 2025 Q2 2025 |
5,932,425
shares
|
$323 Million
85.48% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,516,995
shares
|
$137 Million
2.96% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,934,222
shares
|
$105 Million
0.21% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
874,136
shares
|
$47.6 Million
1.98% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
846,160
shares
|
$46 Million
0.0% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
503,283
shares
|
$27.4 Million
0.02% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
464,003
shares
|
$25.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
441,598
shares
|
$24 Million
2.03% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
413,854
shares
|
$22.5 Million
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Aug 08, 2025 Q2 2025 |
385,557
shares
|
$21 Million
3.75% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
339,240
shares
|
$18.5 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
336,612
shares
|
$18.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 19.68%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
333,841
shares
|
$18.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
298,944
shares
|
$16.3 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
273,508
shares
|
$14.9 Million
0.33% of portfolio
|
Q1 2024
Added 7.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
218,923
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
192,077
shares
|
$10.5 Million
0.4% of portfolio
|
Q2 2025
Reduced 77.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
185,338
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
173,579
shares
|
$9.45 Million
1.74% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
172,985
shares
|
$9.41 Million
1.66% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
158,132
shares
|
$8.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 37.95%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
145,825
shares
|
$7.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
143,614
shares
|
$7.82 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
138,231
shares
|
$7.52 Million
0.01% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
131,208
shares
|
$7.14 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.34%
|