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 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 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
|
$311 Million
85.48% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,516,995
shares
|
$132 Million
2.96% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,934,222
shares
|
$101 Million
0.21% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
874,136
shares
|
$45.8 Million
1.98% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
846,160
shares
|
$44.4 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
|
$26.4 Million
0.02% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
464,003
shares
|
$24.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
413,854
shares
|
$21.7 Million
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
407,142
shares
|
$21.4 Million
1.91% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Aug 08, 2025 Q2 2025 |
385,557
shares
|
$20.2 Million
3.75% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
339,240
shares
|
$17.8 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
336,612
shares
|
$17.7 Million
0.08% of portfolio
|
Q2 2025
Reduced 19.68%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
333,841
shares
|
$17.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
298,944
shares
|
$15.7 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
273,508
shares
|
$14.3 Million
0.33% of portfolio
|
Q1 2024
Added 7.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
218,923
shares
|
$11.5 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
|
$10.1 Million
0.4% of portfolio
|
Q2 2025
Reduced 77.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
185,338
shares
|
$9.72 Million
0.0% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
178,080
shares
|
$9.34 Million
1.7% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
173,579
shares
|
$9.1 Million
1.74% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
158,132
shares
|
$8.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 37.95%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
147,038
shares
|
$7.71 Million
0.01% of portfolio
|
Q2 2025
Added 30.41%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
143,825
shares
|
$7.54 Million
0.01% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
138,231
shares
|
$7.25 Million
0.01% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
131,654
shares
|
$6.9 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.16%
|