13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
SPYX

SPDR S&P 500 FOSSIL FUEL RES F

261 institutions still hold SPDR S&P 500 FOSSIL FUEL RES F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468r796·261 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.4%
vs prior quarter
13F value held
$776M
77.0% inst. owned
of float
Holders
261
-14 QoQ
filers reporting
Activity
+90 / −91
+821 added · −878 reduced
this quarter
Concentration
27.55%
Windmill Hill Asset Management Ltd #1
top holder share
AI Holders Summary · Q1 2026

261 institutions reported SPYX in Q1 2026. Windmill Hill Asset Management Ltd leads at 27.5% of the visible book. -14 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Windmill Hill Asset Management Ltd
CIK 0001831132
$214M4.0M66.68%Q1 202602
Choate Investment Advisors
CIK 0001399794
$126M2.4M2.47%Q1 202603
Bank of New York Mellon Corp
CIK 0001390777
$69M1.3M0.01%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$54M1.0M0.00%Q1 202605
LAKE STREET ADVISORS GROUP, LLC
CIK 0001724269
$42M874K1.94%Q4 202406
LPL Financial LLC
CIK 0001403438
$26M486K0.01%Q1 202607
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$26M455K0.02%Q4 202508
Gemmer Asset Management LLC
CIK 0001607825
$24M454K1.90%Q1 202609
MORGAN STANLEY
CIK 0000895421
$23M436K0.00%Q1 202610
SPINNAKER TRUST
CIK 0001158970
$23M432K1.27%Q1 202611
Sensible Financial Planning & Management, LLC.
CIK 0001567738
$22M395K3.94%Q3 202512
Beacon Pointe Advisors, LLC
CIK 0001744317
$21M398K0.11%Q1 202613
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$19M357K0.71%Q1 202614
ALLIANZ SE
CIK 0001127508
$16M298K0.18%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$14M267K0.00%Q1 202616
Pathstone Holdings, LLC
CIK 0002011612
$14M266K0.06%Q1 202617
Mariner, LLC
CIK 0001373442
$13M252K0.02%Q1 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M238K0.00%Q1 202619
GOULD ASSET MANAGEMENT LLC /CA/
CIK 0001091961
$10M182K1.68%Q1 202620
RETIREMENT INCOME SOLUTIONS, INC
CIK 0001730386
$9M169K1.54%Q1 2026
Page 1 of 14
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