SPYX Institutional Ownership
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
1W: -0.3%
1M: +0.6%
3M: +2.2%
YTD: +12.1%
1Y: +14.5%
3Y: +86.5%
5Y: +80.4%
$63.03
+0.45 (+0.72%)
Weekly Expected Move ±1.5%
$61
$62
$63
$64
$65
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPYX
279
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
30
New Positions
88
Increased
87
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (294 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Windmill Hill Asset Management Ltd | 5,426,150 | $342M | +1,393,810 | +34.6% | 19Q | SEC ↗ |
| 2 | Choate Investment Advisors | 2,278,337 | $144M | -99,456 | -4.2% | 35Q | SEC ↗ |
| 3 | Betterment LLC | 1,981,562 | $125M | +10,280 | +0.5% | 23Q | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 1,296,357 | $82M | -529 | -0.0% | 41Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 1,087,515 | $69M | +76,282 | +7.5% | 15Q | SEC ↗ |
| 6 | LPL Financial LLC | 498,471 | $31M | +12,721 | +2.6% | 38Q | SEC ↗ |
| 7 | PNC Financial Services Group, Inc. | 466,568 | $29M | -46,042 | -9.0% | 15Q | SEC ↗ |
| 8 | MORGAN STANLEY | 456,721 | $29M | +20,431 | +4.7% | 33Q | SEC ↗ |
| 9 | SPINNAKER TRUST | 455,027 | $29M | +22,966 | +5.3% | 25Q | SEC ↗ |
| 10 | Gemmer Asset Management LLC | 451,355 | $28M | -2,232 | -0.5% | 36Q | SEC ↗ |
| 11 | Beacon Pointe Advisors, LLC | 391,330 | $25M | -7,000 | -1.8% | 3Q | SEC ↗ |
| 12 | Allianz SE | 298,008 | $19M | — | +0.0% | 10Q | SEC ↗ |
| 13 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 291,227 | $18M | -65,958 | -18.5% | 20Q | SEC ↗ |
| 14 | Pathstone Holdings, LLC | 269,933 | $17M | +3,816 | +1.4% | 11Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 257,545 | $16M | +19,505 | +8.2% | 16Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 228,910 | $14M | -37,839 | -14.2% | 40Q | SEC ↗ |
| 17 | Mariner, LLC | 211,657 | $13M | -40,551 | -16.1% | 19Q | SEC ↗ |
| 18 | GOULD ASSET MANAGEMENT LLC /CA | 176,006 | $11M | -6,430 | -3.5% | 40Q | SEC ↗ |
| 19 | SEEDS INVESTOR LLC | 173,168 | $11M | +30,774 | +21.6% | 5Q | SEC ↗ |
| 20 | RETIREMENT INCOME SOLUTIONS, INC | 164,718 | $10M | -4,732 | -2.8% | 27Q | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 160,095 | $10M | -291 | -0.2% | 20Q | SEC ↗ |
| 22 | Cerity Partners LLC | 156,328 | $10M | +1,382 | +0.9% | 23Q | SEC ↗ |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 155,573 | $10M | -710 | -0.5% | 35Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 154,904 | $10M | +14,875 | +10.6% | 36Q | SEC ↗ |
| 25 | SEI INVESTMENTS CO | 121,445 | $8M | -1,687 | -1.4% | 15Q | SEC ↗ |
| 26 | XPONANCE LLC | 121,368 | $8M | +47,214 | +63.7% | 4Q | SEC ↗ |
| 27 | UBS Group AG | 110,863 | $7M | +3,619 | +3.4% | 42Q | SEC ↗ |
| 28 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 100,831 | $6M | — | +0.0% | 11Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 99,741 | $6M | +66,788 | +202.7% | 15Q | SEC ↗ |
| 30 | TIFF ADVISORY SERVICES, LLC | 88,365 | $6M | +3,952 | +4.7% | 4Q | SEC ↗ |
| 31 | CRUX WEALTH ADVISORS | 85,856 | $5M | +342 | +0.4% | 5Q | SEC ↗ |
| 32 | HARBOUR INVESTMENTS, INC. | 81,215 | $5M | -4,656 | -5.4% | 17Q | SEC ↗ |
| 33 | WELLS FARGO & COMPANY/MN | 78,208 | $5M | +1,160 | +1.5% | 34Q | SEC ↗ |
| 34 | FLPUTNAM INVESTMENT MANAGEMENT CO | 70,632 | $4M | +33 | +0.0% | 21Q | SEC ↗ |
| 35 | Stonehearth Capital Management, LLC | 68,710 | $4M | -174 | -0.3% | 37Q | SEC ↗ |
| 36 | BROWN BROTHERS HARRIMAN & CO | 65,877 | $4M | — | +0.0% | 4Q | SEC ↗ |
| 37 | Milestone Investment Advisors LLC | 61,352 | $4M | -117 | -0.2% | 15Q | SEC ↗ |
| 38 | OSAIC HOLDINGS, INC. | 49,769 | $3M | +4,329 | +9.5% | 26Q | SEC ↗ |
| 39 | ELEVATION POINT WEALTH PARTNERS, LLC | 49,590 | $3M | — | +0.0% | 2Q | SEC ↗ |
| 40 | RAYMOND JAMES FINANCIAL INC | 48,970 | $3M | +3,859 | +8.6% | 7Q | SEC ↗ |
| 41 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 48,803 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 42 | HighTower Advisors, LLC | 48,537 | $3M | -669 | -1.4% | 41Q | SEC ↗ |
| 43 | Modera Wealth Management, LLC | 47,368 | $3M | +968 | +2.1% | 25Q | SEC ↗ |
| 44 | IMC-Chicago, LLC | 44,848 | $3M | +11,825 | +35.8% | 2Q | SEC ↗ |
| 45 | AGF MANAGEMENT LTD | 43,925 | $3M | +100 | +0.2% | 15Q | SEC ↗ |
| 46 | Oxler Private Wealth LLC | 41,181 | $3M | +4,934 | +13.6% | 23Q | SEC ↗ |
| 47 | Creative Planning | 41,136 | $3M | -86 | -0.2% | 23Q | SEC ↗ |
| 48 | JONES FINANCIAL COMPANIES LLLP | 40,447 | $3M | +16,248 | +67.1% | 9Q | SEC ↗ |
| 49 | FMR LLC | 35,258 | $2M | +565 | +1.6% | 29Q | SEC ↗ |
| 50 | PFG Advisors | 35,100 | $2M | -89 | -0.3% | 23Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 48,803 | $3M |
| Advisory Solutions Group, LLC | 29,288 | $2M |
| GLENMEDE TRUST CO NA | 16,376 | $1M |
| GTS SECURITIES LLC | 15,992 | $1M |
| Tower Research Capital LLC (TRC) | 14,456 | $911K |
| 1832 Asset Management L.P. | 13,867 | $874K |
| Arax Advisory Partners | 12,972 | $818K |
| TRUST CO OF VERMONT | 11,314 | $713K |
| Summit Global Investments | 10,575 | $667K |
| Tidal Investments LLC | 10,546 | $665K |
| Global Retirement Partners, LLC | 8,455 | $533K |
| Parkwoods Wealth Partners, LLC | 8,140 | $513K |
| Evanson Financial, LLC | 5,648 | $356K |
| Merit Financial Group, LLC | 5,396 | $340K |
| Storen Legacy Partners, LLC | 4,762 | $300K |
| APPLETON PARTNERS INC/MA | 3,855 | $243K |
| Hoxton Planning & Management, LLC | 3,505 | $221K |
| Northern Financial Advisors Inc | 3,502 | $221K |
| Bath Savings Trust Co | 3,425 | $216K |
| TOP Private Wealth LLC. | 3,380 | $213K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Rathbones Group PLC | 336,612 | $21M |
| Independent Advisor Alliance | 6,667 | $420K |
| &PARTNERS | 6,651 | $419K |
| TIAA TRUST, NATIONAL ASSOCIATION | 6,186 | $390K |
| TWO SIGMA INVESTMENTS, LP | 5,900 | $372K |
| FLOW TRADERS U.S. LLC | 5,185 | $327K |
| Apollon Wealth Management, LLC | 4,651 | $293K |
| NerdWallet Wealth Partners, LLC | 4,099 | $258K |
| Empowered Funds, LLC | 3,393 | $214K |
| TCTC Holdings, LLC | 3,000 | $189K |
| Addison Advisors LLC | 1,510 | $95K |
| OAK HARBOR WEALTH PARTNERS, LLC | 999 | $63K |
| Advisory Services Network, LLC | 984 | $62K |
| OPTIMA CAPITAL LLC | 555 | $35K |
| FLAGSHIP HARBOR ADVISORS, LLC | 317 | $20K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 224 | $14K |
| Sound Income Strategies, LLC | 202 | $13K |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 168 | $11K |
| Qube Research & Technologies Ltd | 161 | $10K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 151 | $10K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Windmill Hill Asset Management Ltd | +1,393,810 | +34.6% | 5,426,150 |
| BANK OF AMERICA CORP /DE | +76,282 | +7.5% | 1,087,515 |
| GOLDMAN SACHS GROUP INC | +66,788 | +202.7% | 99,741 |
| XPONANCE LLC | +47,214 | +63.7% | 121,368 |
| SEEDS INVESTOR LLC | +30,774 | +21.6% | 173,168 |
| SPINNAKER TRUST | +22,966 | +5.3% | 455,027 |
| MORGAN STANLEY | +20,431 | +4.7% | 456,721 |
| AMERIPRISE FINANCIAL INC | +19,505 | +8.2% | 257,545 |
| JONES FINANCIAL COMPANIES LLLP | +16,248 | +67.1% | 40,447 |
| Cambridge Investment Research Advis | +14,875 | +10.6% | 154,904 |
| LPL Financial LLC | +12,721 | +2.6% | 498,471 |
| Kestra Advisory Services, LLC | +12,411 | +55.2% | 34,895 |
| IMC-Chicago, LLC | +11,825 | +35.8% | 44,848 |
| Betterment LLC | +10,280 | +0.5% | 1,981,562 |
| MERCER GLOBAL ADVISORS INC /ADV | +5,851 | +66.0% | 14,718 |
| Lido Advisors, LLC | +5,431 | +138.8% | 9,343 |
| CITIGROUP INC | +4,996 | +195.8% | 7,547 |
| Oxler Private Wealth LLC | +4,934 | +13.6% | 41,181 |
| Savant Capital, LLC | +4,455 | +100.0% | 8,910 |
| Equitable Holdings, Inc. | +4,367 | +97.7% | 8,838 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Choate Investment Advisors | -99,456 | -4.2% | 2,278,337 |
| PARTNERS CAPITAL INVESTMENT GROUP, | -65,958 | -18.5% | 291,227 |
| PNC Financial Services Group, Inc. | -46,042 | -9.0% | 466,568 |
| Mariner, LLC | -40,551 | -16.1% | 211,657 |
| ROYAL BANK OF CANADA | -37,839 | -14.2% | 228,910 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -10,385 | -55.4% | 8,365 |
| CITADEL ADVISORS LLC | -7,373 | -28.0% | 18,975 |
| Beacon Pointe Advisors, LLC | -7,000 | -1.8% | 391,330 |
| GOULD ASSET MANAGEMENT LLC /CA | -6,430 | -3.5% | 176,006 |
| CWM, LLC | -5,730 | -35.7% | 10,317 |
| RETIREMENT INCOME SOLUTIONS, INC | -4,732 | -2.8% | 164,718 |
| HARBOUR INVESTMENTS, INC. | -4,656 | -5.4% | 81,215 |
| HighPoint Advisor Group LLC | -3,750 | -20.3% | 14,763 |
| Boyd Wealth Management, LLC | -3,127 | -9.6% | 29,590 |
| AlTi Global, Inc. | -2,530 | -14.1% | 15,462 |
| Avior Wealth Management, LLC | -2,434 | -12.0% | 17,849 |
| Gemmer Asset Management LLC | -2,232 | -0.5% | 451,355 |
| Corient Private Wealth LP | -1,786 | -14.7% | 10,376 |
| Bridgewater Advisors Inc. | -1,756 | -10.0% | 15,843 |
| SEI INVESTMENTS CO | -1,687 | -1.4% | 121,445 |