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 231 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $838 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,604,298
shares
|
$128 Million
3.04% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,933,185
shares
|
$95.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Windmill Hill Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
1,282,000
shares
|
$63.2 Million
68.18% of portfolio
|
Q4 2024
Reduced 54.13%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
874,136
shares
|
$43.1 Million
1.98% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
670,207
shares
|
$33 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
|
$29.6 Million
0.86% of portfolio
|
Q4 2024
Reduced 33.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
484,741
shares
|
$23.9 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
|
$23.7 Million
0.02% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
419,083
shares
|
$20.6 Million
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
388,075
shares
|
$19.1 Million
1.9% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
385,529
shares
|
$19 Million
0.0% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
381,707
shares
|
$18.8 Million
3.81% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
339,240
shares
|
$16.7 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
335,269
shares
|
$16.5 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
297,636
shares
|
$14.7 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
273,508
shares
|
$13.5 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
|
$12.6 Million
0.03% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
218,694
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Added 19.01%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
197,562
shares
|
$9.73 Million
1.96% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
177,369
shares
|
$8.74 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
176,844
shares
|
$8.71 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
138,277
shares
|
$6.81 Million
0.02% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
138,175
shares
|
$6.81 Million
0.84% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
137,418
shares
|
$6.77 Million
0.01% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
136,632
shares
|
$6.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.25%
|