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 218 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 $881 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
|
$136 Million
73.93% of portfolio
|
Q3 2024
Reduced 29.5%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
2,681,544
shares
|
$130 Million
3.15% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,960,498
shares
|
$95.1 Million
0.23% of portfolio
|
Q2 2024
Reduced 7.36%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
906,594
shares
|
$44 Million
0.73% of portfolio
|
Q3 2024
Added 23.15%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
873,097
shares
|
$42.4 Million
1.94% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
501,529
shares
|
$24.3 Million
0.0% of portfolio
|
Q2 2024
Added 19.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
491,137
shares
|
$23.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 16.63%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
473,078
shares
|
$23 Million
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 09, 2024 Q2 2024 |
418,971
shares
|
$20.3 Million
0.1% of portfolio
|
Q1 2023
Added 200.0%
|
|
|
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 |
Oct 17, 2024 Q2 2024 |
351,433
shares
|
$17.1 Million
0.0% of portfolio
|
Q2 2024
Added 7.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
339,240
shares
|
$16.5 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
335,269
shares
|
$16.3 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
302,364
shares
|
$14.7 Million
0.89% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
254,375
shares
|
$12.3 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
|
$10 Million
2.25% of portfolio
|
Q2 2024
Reduced 28.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
194,298
shares
|
$9.43 Million
0.0% of portfolio
|
Q2 2024
Added 13.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
188,295
shares
|
$9.14 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
180,904
shares
|
$8.78 Million
1.87% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
141,249
shares
|
$6.85 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
131,013
shares
|
$6.36 Million
0.02% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
126,375
shares
|
$6.13 Million
0.01% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
125,210
shares
|
$6.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
123,606
shares
|
$6 Million
0.75% of portfolio
|
Q2 2024
Added 4.73%
|